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Construction Loan &amp; Closing SpecialistPosition Overview:BlueHub Loan Fund (BHLF), an affiliate of BlueHub Capital (BlueHub), seeks a Construction Loan &amp; Closing Specialist (CLCS) to support our community development lending program to a diverse set of borrowers. These&nbsp;include&nbsp;real&nbsp;estate&nbsp;developers,&nbsp;charter&nbsp;school&nbsp;and&nbsp;community&nbsp;health&nbsp;center&nbsp;operators,&nbsp;and&nbsp;non-profit and&nbsp;social enterprises&nbsp;serving low-income&nbsp;families&nbsp;and&nbsp;communities. BHLF currently has a loan portfolio of approximately 165 borrowers with aggregate outstanding balances of over $220 million.&nbsp;This person will join&nbsp;the Portfolio Management team, which plays an integral role in loan closings, loan administration, loan disbursements and loan operations and report to the Director of Construction Loan Management. The CLCS will manage and maintain procedures and internal controls related to a complex set of commercial transactions in accordance with BHLF’s Loan Policies and Procedures.This newly created position requires a highly motivated person with a commitment to community development finance and, ideally, a background in construction management and monitoring, loan closing, or portfolio management. This person will be responsible for closing and funding loans in coordination with Loan Officers, the Portfolio Management Team, the Finance Department, outside consultants and legal counsel. They will also be responsible for reviewing construction requisitions, closing, disbursing and monitoring construction loans. This person will support portfolio reporting responsibilities on a monthly and quarterly basis. The candidate must&nbsp;be a self-starter, have the demonstrated ability to work independently&nbsp;and&nbsp;effectively&nbsp;on&nbsp;several&nbsp;tasks&nbsp;in&nbsp;a&nbsp;fast-paced&nbsp;environment,&nbsp;and&nbsp;have&nbsp;strong quantitative skills as well as strong written and verbal communication skills. The candidate must be able to work collaboratively across departments within BlueHub and externally with borrowers and consultants.Work Arrangements: This position is Boston-based.&nbsp;BlueHub staff are working a hybrid schedule of three days of work in the office (Tu-Th) and two days of remote work (M &amp; F).&nbsp;Background:&nbsp;BlueHub Capital is a mission-driven, nonprofit community development financing organization focused on building healthy communities where low-income people live and work. We use innovative financial tools and deploy capital to support projects that make communities more vibrant places to live. BlueHub has four distinct programs: BlueHub Loan Fund (community development financing), BlueHub SUN (foreclosure relief), BlueHub Energy (clean energy access) and One Percent for America (citizenship financing). Since our founding in 1985, BlueHub has invested over $3.1 billion (and leveraged over $16.1 billion) to finance:<ul><li>Affordable housing, school facilities, child and youth development programs, community-based health centers, grocery stores, and community gathering places</li><li>Reducing financial barriers to US citizenship</li><li>Clean energy enhancements that expand access to solar and other renewable sources for people with low incomes</li><li>Mortgage lending for families facing foreclosure&nbsp;</li></ul>Increasing economic opportunity is at the heart of why BlueHub exists and why we do the work we do. Our investments focus on communities that have been systematically denied access to capital. Our offices are located in the Roxbury neighborhood of Boston, MA. To learn more about BlueHub Capital, please visit, <a href="http://www.bluehubcapital.org" target="_blank">www.bluehubcapital.org</a>.Essential Duties and Responsibilities:<ol><li>Construction Loan Management (50%)</li></ol><ul><li>Build and maintain construction cash flow spreadsheet for each construction loan, tracking closing budget, change orders and disbursements throughout the construction loan.</li><li>Manage capitalization of construction loan interest.</li><li>Identify construction loan problems and recommend solutions to the lending and portfolio management team.</li><li>Maintain and ensure electronic and database files are kept organized, maintaining an audit trail of all disbursements.</li><li>Review and approve construction requisitions.</li><li>Coordinate lender inspector site visits and review site observation reports.</li><li>Coordinate funding with loan officers and the finance team.</li><li>Manage ongoing construction disbursements: request and review title insurance updates, track and ensure receipt of lien waivers, monitor hard and soft cost budget items, contingencies and invoices.</li><li>Manage funding of requisitions internally and with other project lenders.</li></ul><ol><li>Loan Closing (30%)</li></ol><ul><li>Work closely with loan officers to prepare, collect and process due diligence items and documentation related to loan closings. Identify and help resolve potential barriers to closing.</li><li>In conjunction with loan officer and outside legal counsel, oversee preparation and manage</li></ul>completion of loan closing checklists to ensure that all loan closing conditions have been met and approved by authorized parties.<ul><li>Maintain working knowledge of BHLF’s Loan Policies and Procedures to ensure compliance with internal approval and closing requirements, including Know Your Customer and Office of Foreign Assets Control policies. Recommend updates to policies as needed.</li><li>Set up new loans in BHLF’s loan administration systems, including Salesforce and TEA.&nbsp;</li><li>Support the closing and funding process in conjunction with other transaction parties and internally with loan officers, the Finance team and our legal counsel.</li><li>Manage loan closing and closing disbursement funding process for construction loans.</li><li>Assemble and construct closing requisitions. Review and approve closing requisitions when BHLF is participant lender.</li><li>Review and approve settlement statement for closing in coordination with the title agent.</li><li>Participate in pre-construction calls with BHLF Borrowers, peer funders and development consultants.</li><li>Support the opening of controlled bank accounts required by certain loan transactions.</li><li>Coordinate with BlueHub’s Communications Team, borrowers and other transaction parties to ensure BHLF is acknowledged in press materials and on construction site signage for the projects we support, and that we are invited to participate in ground breakings, ribbon cuttings and similar in-person and virtual events.</li></ul><ol><li>Portfolio Reporting (20%)</li></ol><ul><li>Manage development of monthly, quarterly, and annual reports for internal and external stakeholders.&nbsp;</li><li>Upload data from our accounting software (TEA) into Salesforce (SF) on a monthly and quarterly basis.</li><li>Generate and format TEA and SF reports on a monthly and quarterly basis.</li><li>Reconcile SF reports to TEA to ensure material loan terms match across platforms.</li><li>Manage TEA and SF ad hoc reporting for BHLF.</li></ul>Other duties as assigned.<h2>EssentialJob&nbsp;Requirements:</h2><ul><li>4-5 years&nbsp;of&nbsp;loan&nbsp;closing, construction loan management&nbsp;or&nbsp;relatedexperience&nbsp;in&nbsp;communitydevelopment,&nbsp;real&nbsp;estate&nbsp;transactions&nbsp;or commercial lending.</li><li>Proficiency&nbsp;with&nbsp;MS&nbsp;Office Suite&nbsp;is&nbsp;required.</li><li>Experience&nbsp;with&nbsp;databases&nbsp;and&nbsp;CRM&nbsp;platforms;&nbsp;experience&nbsp;with Salesforce and/or&nbsp;TEA&nbsp;preferred.</li><li>Excellent&nbsp;quantitative,&nbsp;writtenand&nbsp;verbal&nbsp;communication,&nbsp;and&nbsp;organizational&nbsp;skills.Must&nbsp;demonstrate a high level of attention to detail and commitment to accuracy.</li><li>Excellent&nbsp;judgment&nbsp;and&nbsp;prudent&nbsp;decision-making&nbsp;abilities.</li><li>Able&nbsp;to&nbsp;build&nbsp;relationships&nbsp;internally&nbsp;and&nbsp;work&nbsp;in&nbsp;a&nbsp;cooperative&nbsp;and&nbsp;diverse&nbsp;team&nbsp;environment.</li><li>Able to&nbsp;build&nbsp;relationships&nbsp;externally&nbsp;and&nbsp;elicit&nbsp;confidence through&nbsp;a commitment&nbsp;to&nbsp;accuracy, timeliness and professionalism.</li></ul><h2>Additional&nbsp;Desired&nbsp;Qualifications:</h2><ul><li>Experience&nbsp;with&nbsp;or&nbsp;understanding&nbsp;of&nbsp;the&nbsp;New&nbsp;Markets Tax&nbsp;Credit&nbsp;(NMTC)&nbsp;program,&nbsp;Low-Income Housing&nbsp;Tax&nbsp;Credit&nbsp;(LIHTC)and&nbsp;Historic&nbsp;Tax&nbsp;Credit&nbsp;(HTC)&nbsp;programs,&nbsp;and/or&nbsp;charter&nbsp;school&nbsp;facility operations or financing.</li><li>Experience&nbsp;with&nbsp;community&nbsp;development&nbsp;real&nbsp;estatedevelopers&nbsp;and&nbsp;nonprofitcommunity-based organizations.</li><li>Candidates who reflect the diversity of the communities we serve or have a keen interest in advancing&nbsp;economicdevelopment&nbsp;for&nbsp;those&nbsp;communities&nbsp;are&nbsp;strongly&nbsp;encouraged&nbsp;to&nbsp;apply&nbsp;for&nbsp;this position.</li></ul>Salary and Benefits:Salary is competitive and commensurate with experience within the guidelines of BlueHub Capital’s salary scale. As a “life cycle employer,” BlueHub invests in the benefits, training, growth opportunities and infrastructure that let you envision a career here. Benefits for full-time employees include:&nbsp;<ul><li>Generous insurance benefits: Health, dental, vision, life and disability insurance, including additional reimbursement for out-of-pocket healthcare expenses</li><li>Retirement benefits: Competitive 401(k) matching</li><li>Unique BlueHub benefits and stipends that support employee wellness, sustainable practices and charitable gift matching</li><li>Excellent package of vacation time and paid leave, as well as generous roll-over policies</li></ul>Application:Please submit a resume and cover letter online via our application portal. You may direct your cover letter to Shannon Weiss, Talent Acquisition Specialist. No calls please. Due to the high volume of applications, BlueHub Capital cannot return phone calls about the position and, regrettably, cannot notify applicants of the status of applications unless an interview is requested.BlueHub Capital is an Equal Opportunity Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, age, national origin, ancestry, active military or veteran status, physical or mental disability, medical condition, pregnancy (which includes pregnancy, childbirth, medical conditions related to pregnancy and childbirth, and breastfeeding and expressing breast milk), genetic information, or other protected status in accordance with applicable federal, state and local laws. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individual’s qualifications for a specific job opening.

BlueHub Capital

Construction Loan & Closing Specialist

OverviewReporting directly to the Director of Mortgage Sales, the Mortgage Sales Manager provides strategic leadership for the mortgage sales team, driving growth and market share through effective recruitment, coaching, and performance management. This role is responsible for building and leading a high-performing team of mortgage loan officers, with a focus on exceptional member service and sustainable production growth. The Mortgage Sales Manager serves as the primary driver of sales culture, ensuring alignment with organizational objectives while maintaining regulatory compliance.Essential Functions<ul><li>Team Leadership and Development: Recruit, coach, motivate, and train both credit union branch loan officers and independent/self-sourcing loan officers. Develop an effective sales culture utilizing daily, weekly, and monthly sales management tools, processes, and techniques.</li><li>Strategic Growth Management: Drive market share increase in associated markets through targeted sales strategies.</li><li>Performance Monitoring: Monitor and execute reporting covering Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs). Utilize analytics to identify trends and opportunities for improvement.</li><li>Relationship Building: Identify and develop key business relationships with realtors, builders, non-profits, and other industry professionals to expand referral networks and business opportunities.</li><li>Compliance Oversight: Ensure mortgage loan officers understand and comply with policies, procedures, and Credit Union requirements. Work closely with management, Compliance, and the Real Estate Operations and Underwriting departments to support consistent communication of policies and objectives.</li><li>Member Experience Excellence: Establish and maintain best-in-class member service standards. Ensure all mortgage sales activities prioritize exceptional member experience throughout the mortgage process.</li><li>Staff Development: Provide comprehensive development and training in all areas: sales, service, policies and procedures, product knowledge, operations, and compliance. Lead, coach, and motivate Mortgage Loan Officers to achieve sales, service, and operational goals.</li><li>Business Development: Assist Mortgage Loan Officers in developing and sourcing new member opportunities. Support strategic initiatives to expand the mortgage loan portfolio.</li><li>Cross-Functional Collaboration: Promote teamwork with internal partners (Real Estate Operations, Underwriting, Secondary Markets, Retail and other departments) to support organizational priorities while achieving monthly production goals.</li><li>Other Duties: Perform other duties as assigned.</li></ul>Knowledge, Skills and Abilities<ul><li>Highly developed customer service and sales management skills</li><li>Excellent written and oral communication abilities</li><li>Proven leadership, recruitment, and team development expertise</li><li>Strong interpersonal skills with ability to motivate diverse sales teams</li><li>Self-directed with ability to function under limited supervision</li><li>Highly organized with ability to prioritize multiple competing tasks</li><li>Competent in underwriting guidelines for agency and government loans including, but not limited to Fannie Mae, Freddie Mac, VA, and FHA</li><li>Proficient in income analysis for mortgage qualification including tax return analysis</li><li>Demonstrated skill in performance metrics tracking and analysis</li><li>Strong understanding of mortgage industry trends and competitive landscape</li><li>Computer skills with Windows, Excel, and mortgage origination software (e.g., Encompass)</li></ul>QualificationsRequired<ul><li>Bachelor's degree in business, finance, or related field, or equivalent experience</li><li>Minimum of five years mortgage sales experience with demonstrated success</li><li>Proven track record of meeting or exceeding sales targets and growing market share</li><li>Knowledge of mortgage industry regulations and compliance requirements</li><li>Experience with performance tracking and KPI/KRI monitoring</li></ul>Preferred<ul><li>Previous management or supervisory experience leading sales teams</li><li>Experience recruiting, developing, and retaining high-performing mortgage professionals strongly preferred</li><li>Experience in credit union, bank, or other regulated financial institution environment</li><li>Proven history of successful realtor and builder relationship development</li><li>Knowledge of local real estate markets and competitive landscape</li><li>Mortgage industry certifications (e.g., CMB, NMLS)</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

OnPoint Community Credit Union

Manager, Mortgage Sales

OverviewReporting directly to the Senior Vice President - Mortgage, the Mortgage Systems Manager serves as a strategic leader bridging the Mortgage Lending business and Technology teams. This role oversees the complete technology stack for mortgage origination and servicing, ensuring optimal integration between loan origination systems, servicing platforms, point of sale solutions, and CRM tools. The position drives technological innovation while maintaining operational excellence and regulatory compliance.Essential Functions<ul><li>Core System Management: Direct the mortgage technology ecosystem, with primary focus on Encompass (LOS), MSP (Servicing Core), and point of sale systems. Ensure optimal configuration and performance of all integrated systems and customizations.</li><li>Strategic Leadership: Serve as the strategic point of contact between Mortgage Lending leadership, Technology teams, and external vendors regarding mortgage system functionality, integration priorities, and roadmap alignment.</li><li>Integration and Process Optimization: Lead cross-functional initiatives to integrate mortgage systems (LOS, CRM, pricing engines, document platforms, etc.) with enterprise applications, ensuring seamless experiences for internal stakeholders and members. Establish and maintain comprehensive version control processes for business rules, system configurations, and integrations.</li><li>Data Strategy and Analytics: Partner with Business Analyst(s) to develop and implement data analytics strategies, ensuring robust reporting capabilities and data-driven decision making throughout mortgage operations. Oversee the development of dashboards, reports, and analytical tools.</li><li>Vendor and Project Management: Manage relationships with technology partners while ensuring service level compliance. Lead complex technology initiatives from conception to implementation, ensuring alignment with budget and timeline constraints.</li><li>Strategic Planning and Innovation: Evaluate emerging technologies and methodologies to enhance mortgage operations. Develop and execute technology roadmaps aligned with organizational objectives.</li><li>Mortgage Systems Help Desk Oversight: Manage and oversee the technical help desk dedicated to supporting mortgage employees with system-related issues. Establish troubleshooting protocols, escalation paths, and knowledge management resources specific to mortgage systems.</li><li>Compliance and Security: Collaborate with compliance, risk, and information security teams to maintain system integrity and regulatory adherence. Implement and maintain appropriate controls for system access and data protection.</li><li>Change Management Support: Support training and change management initiatives to ensure smooth adoption of new tools and processes across the organization.</li><li>Other Duties: Perform other duties as assigned.</li></ul>Knowledge, Skills and Abilities<ul><li>Comprehensive understanding of mortgage industry technology, particularly loan origination systems</li><li>Advanced knowledge of Encompass software and its customization capabilities</li><li>Experience with mortgage servicing platforms</li><li>Demonstrated expertise in project management and complex technology implementation</li><li>Proficient understanding of database structures</li><li>Experience with business intelligence tools, particularly Power BI, including dashboard development and data modeling</li><li>Strong analytical and problem-solving capabilities with emphasis on translating business requirements into technical solutions</li><li>Excellence in both written and verbal communication, particularly in explaining technical concepts to various stakeholders</li><li>Strategic thinker with a process improvement mindset and ability to balance business goals and technical feasibility</li></ul>QualificationsRequired<ul><li>Bachelor's degree in Computer Science, Information Technology, or related field preferred</li><li>5+ years of experience in mortgage technology roles, with demonstrated leadership experience</li><li>Proven track record in implementing and managing mortgage technology solutions, particularly Encompass</li><li>Experience with mortgage servicing systems</li><li>Strong understanding of mortgage regulations and compliance requirements</li><li>Demonstrated success in change management and technology adoption initiatives within the mortgage industry</li><li>Experience managing third-party vendor relationships and integration projects</li></ul>Preferred<ul><li>Experience in credit union, bank, or other regulated financial institution environment</li><li>Familiarity with integration platforms (e.g., APIs, middleware, ETL tools) from a business leadership perspective</li><li>PMP, CMB, or similar industry certifications</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

Manager, Mortgage Systems

About Us: Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp; We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp;JOB SUMMARY:Insurance Specialists are responsible for accurately identifying insurance claims denials and/or claims processing errors to resolve accounts.ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp; Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.<ul><li>Resolve unpaid/denied claims by leveraging proprietary software system, making phone calls, generating letters, accessing client systems and insurance carrier web portals in the pursuit of getting a claim resolved.</li><li>Review medical documentation such as UB04 claim forms, EOB’s and medical records to determine the appropriate course of action for claim resolution.</li><li>Maintain familiarity with client preferences and known issues.</li><li>Meet monthly production and quality expectations.</li><li>Comply with HIPAA privacy laws.</li><li>Other duties as assigned.</li></ul>MINIMUM QUALIFICATIONS &amp; REQUIREMENTS:<ul><li>High School Diploma or equivalent</li><li>At least one year of physician and/or hospital AR experience preferred</li><li>Knowledge of UB04 claim forms, EOB’s and medical records preferred</li><li>At least one year of Epic, Cerner, Meditech or other EMR experience preferred</li><li>Knowledge of basic computer functions</li><li>Ability to work effectively in a remote environment</li><li>Strong verbal and written communication skills</li><li>Basic mathematics skills (addition, subtraction, calculate percent, etc.)</li><li>Ability to analyze and interpret documents, contracts, notes, and other correspondence</li><li>Ability to multitask in a fast-paced environment</li><li>Organization skills with a strong attention to detail</li></ul>PHYSICAL DEMANDS: Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

CorroHealth

Insurance Specialist

Job Description and RequirementsThe primary function of the Construction Loan Post-Closer is to ensure a timely and accurate draw process while working with members and builders as well as construction loan modifications for permanent financing. As a Construction&nbsp;Loan Post-Closer your primary focus of loans will include ground up built residential dwellings as well as residential dwellings that are undergoing major and minor renovations.Essential Functions and Responsibilities:<ul><li>Complete an introduction phone call and email to member within 72 hours of closing/funding to ensure member and builder are fully aware of the active construction loan process.</li><li>Act as an intermediary between all parties in the transaction of which include members, attorneys, closing agents, and builders/contractors to answer any questions, and resolve any issues during the construction loan phase.</li><li>Work with builder and member to order the necessary form and final surveys, draw inspections and final completion inspections.</li><li>Complete draw process utilizing RBFCU's core system to advance appropriate draw loan proceeds as well as the collection of interest that is due.&nbsp;</li><li>Work with builders and members to complete the loan modification process.</li><li>Ensure collection and&nbsp;data entry&nbsp;into Loan Origination Software of all loan documents that are recorded during both the active construction and loan modification phase.&nbsp;</li><li>Remain informed of all aspects of Randolph-Brooks Federal Credit Union policies and guidelines and Federal Compliance Regulations that affect the processing of mortgage loans.</li><li>Manage all assigned loans in respective pipeline while working within stated timelines reported in real estate contracts, builder/contractor contracts as well as management established turnaround times.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School Diploma or GED</li><li>Less than one year prior job-related work experience</li><li>Entry level understanding of residential building processes, Federal Compliance Regulations, Ability to Repay (ATR)/Qualifying Mortgage (QM), Underwriting Guidelines and appraisal Reviews&nbsp;</li><li>Ability to complete up to 50 draws/inspections and up to 10 loan modifications on a re-occurring monthly basis&nbsp;</li><li>Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile</li><li>Ability to work well with internal and external customers/members while using excellent written and oral communication skills</li><li>Detail oriented with the ability to problem solve and effectively self-manage</li><li>Proficient within Microsoft Applications</li></ul>Preferred:<ul><li>Bilingual in English and Spanish</li><li>Experience with Ellie Mae Encompass</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. ​

RBFCU

Mortgage Construction Post Closer

SummaryReporting directly to the Manager of Mortgage Operations, the Assistant Manager of Mortgage Operations plays a key role in the overall daily functions of Mortgage Operations. This role involves managing day to day operations, supporting team performance, ensuring compliance with industry standards, and contributing to the continuous improvement of mortgage processes. The Assistant Manager will work closely with the Mortgage Operations Manager to drive process improvements, manage team development, and ensure the timely and accurate processing of mortgage loans from application through closing. &nbsp;Key Responsibilities<ul><li>Operational Support: Assist in managing daily mortgage operations, including loan origination, processing, underwriting, closing and post-closing activities. Ensure efficient and smooth workflow across departments by monitoring operational performance and addressing material gaps.</li><li>Team Management and Development: Provide coaching, training, and guidance to staff to ensure adherence to company policies and procedures. Provide input on performance evaluations, setting individual and team goals, and maintaining a productive work environment.</li><li>Workflow Optimization: Work with the Manager of Mortgage Operations to analyze existing processes and implement improvements that increase efficiency, reduce turnaround times, and improve member service.</li><li>Pipeline Management: Monitor loan pipelines to ensure that all loans progress smoothly addressing and resolving any delays or issues in a timely manner. Support personal pipeline as needed.</li><li>Quality Control and Compliance: Ensure all mortgage loans comply with regulatory requirements, investor guidelines, and internal policies. Implement and enforce quality control measures to minimize errors and ensure the accuracy and completeness of loan documentation. Assist in internal audits and compliance checks to identify areas of risk and operational improvements.</li><li>Member service: Act as a point of contact for internal and external clients, resolving any operational issues or challenges as needed.</li><li>Reporting: Assist in preparation of regular reporting for operational performance, loan production, and team effectiveness. Track key metrics to ensure the team meets departmental and organizational goals.</li><li>Risk Management &amp; Problem Resolution: Monitor operational risk and help mitigate potential issues that may affect loan processing or member experience. Work collaboratively with other departments to solve complex problems or discrepancies in the loan process.</li></ul>Perform other duties as assigned by the Manager of Mortgage Operations. &nbsp;&nbsp;Knowledge, Skills and Abilities<ul><li>Excellent leadership and team management abilities.</li><li>Strong knowledge of mortgage industry regulations, compliance, and loan origination processes.</li><li>Problem solving mindset with attention to detail and a focus on continuous improvement.</li><li>Excellent communication skills with the ability to lead, motivate, and collaborate across teams.</li><li>Familiarity with regulations such as RESPA, TILA and ECOA.</li><li>Adaptable and able to manage multiple priorities in a fast-paced environment.</li><li>Member centric focus with the aptitude to resolve issues efficiently.</li><li>Ability to identify operational inefficiencies and take proactive measures to improve workflow and processes.</li></ul>Qualifications<ul><li>Bachelor's degree in Business, Finance, or related field (preferred).</li><li>3+ years of experience in mortgage operations with at least 1 year in a supervisory or leadership capacity.</li><li>Proficient in mortgage software platforms and Microsoft Office Suite.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.#LI-Hybrid

Mortgage Processing, Assistant Manager

You Lead the Way. We’ve Got Your Back.With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.Join Team Amex and let's lead the way together.How will you make an impact in this role?Global Specialty Servicing (GSS) &amp; Amex Assurance Company (AAC) is a team that provides best-in-class specialty servicing.&nbsp; Specialty servicing includes insurance servicing, non-card servicing, and value generation marketing activities.&nbsp; As process owners, the team leads the end-to-end customer experience at both our third parties as well as our proprietary teams.&nbsp; Additionally, the team is responsible for the management and regulatory aspects of Amex’s wholly owned subsidiary, Amex Assurance Company.&nbsp;Your primary responsibilities will include ensuring our company’s compliance with all regulatory bodies, understanding upcoming regulations and their impact on our claims operation, and developing and implementing plans to meet those requirements.Additionally, responsibilities will include documenting processes, identifying risks and gaps and partnering with Control Management to ensure adequate controls are in place to mitigate risks. Our ideal candidate has a strong understanding of regulatory guidelines and standards in the insurance industry and is process driven. They have proven experience in claims, regulatory affairs, project management skills, and exceptional attention to detail.Responsibilities:<ul><li>Develop and implement claims regulatory strategies and plans</li><li>Ensure regulatory compliance of the claims function</li><li>Monitor changes in relevant legislative, regulatory, and industry requirements</li><li>Collaborate with internal departments to ensure compliance with regulations</li><li>Develop and maintain regulatory claims policies and procedures</li><li>Educate staff on regulatory requirements and updates</li></ul>Minimum Qualifications:<ul><li>Proven 3 years work experience in a regulatory affairs management or similar role</li><li>In-depth knowledge of claims regulatory guidelines and standards in the industry</li><li>Strong project management and leadership skills</li><li>Excellent written and verbal communication skills</li><li>Detail-oriented with strong organizational and analytical skills</li><li>Experience in process governance, establishing and overseeing robust decision-making processes that align with policies, regulatory frameworks, and/or operational standards</li><li>Proficient analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively</li></ul>Preferred Qualifications:&nbsp;<ul><li>Bachelor’s degree in a related field; advanced degree preferred</li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

Insurance Regulatory Manager (Amex Assurance)

Insurance Product Service RepresentativePlease note that we do not offer visa sponsorship for this position.The primary responsibility for this position is to provide quality after-issue servicing of life insurance products.&nbsp; This includes processing changes to life policies and annuities based on the contractual rights indicated within the policy and product specifications, in a timely and accurate manner; to communicate with field associates and home office associates in order to process changes in compliance with both company and state regulations.&nbsp;&nbsp;The incumbent will work with a wide variety of individuals, including producers, policy owners and field associates, as well as coordinate work with several home office business units including, but not limited to, New Business, Underwriting, Replacements, &nbsp;Inbound and Outbound Payment Centers , Contract &amp; Licensing , Title and Claims.&nbsp;Key Responsibilities<ul><li>Analyze requests from policy owners or field associates for availability; involves reviewing product specifications, contractual language, old rates books and agent guides, etc.</li></ul><ul><li>Review for completeness of requirements received and communicate any missing requirements to agent or policy owner</li><li>Coordinate with After Issue Underwriter for requirements needed for changes that add a risk to the company and order&nbsp;underwriting requirements such as but not limited to medical exams, RX reports, MIB, Motor vehicle&nbsp; reports and any other requirements the underwriter requests, includes preparing each case for the Underwriting review and acting as liaison between Underwriting and Agent/Policyholder for additional information</li></ul><ul><li>Responsible for managing the case (change) from beginning to end , communicating in a timely manner with the agent or policyholder and other business areas as needed</li></ul><ul><li>Prompt and efficient processing of submitted transactions within designated time frame</li><li>Perform final review of policy change, calculate changes to premiums and commissions, preparation of &nbsp;documentation of all reviews</li><li>Process changes to policies by inputting updated information into&nbsp; our administrative systems, including the traditional life, disability and vantage systems; issues new policies on the new business system and makes appropriate changes to many supporting systems to complete the actual changes to the policy</li><li>Maintain quality work and perform quality checks of &nbsp;new or changed policy and mails out appropriate forms and documentation directly to agent and/or policy owner</li><li>Complete updates of systems and files all documentation in permanent, imaged application; performs follow-up as needed and appropriate</li></ul><ul><li>Reviews the legacy system controls each morning and if the system reports show any out of balance situations, will work with the Team Manager and/or Team Lead to determine if we alert IT or a business area</li><li>Reviews error reports and reports from the legacy systems that require business areas to take action and responsible for alerting each business area of the action required or errors ; will work closely with Team Manager and/or Team Lead as needed</li></ul><ul><li>Actively involved with the SEC, FINRA and state audits; also involved with transactional audits that occur annually</li><li>Perform other duties related to servicing and maintaining Inforce Policies</li></ul>Job Requirements<ul><li>High School diploma</li><li>Strong math skills preferred</li><li>Thorough and observant, with an eye for detail</li><li>Strong communication skills both verbal and written</li><li>Maintain confidentiality</li><li>Organized and Driven</li><li>Proficient in Microsoft Office Suite (Word, Excel, Outlook)&nbsp;</li><li>Ability to meet established deadlines; must be able to work independently and as a team player</li><li>Ability to work in a fast-paced environment; strong interpersonal skills a must</li><li>Establish and maintain effective working relationships</li><li>Must be able to pass a background check</li><li>Strong problem solving skills</li><li>Conscientious and responsible</li><li>LOMA course completion required within first year on the job (FLMI Level 1 – Course 280 &amp; 290); strongly encouraged to obtain LOMA designations ACA and ALMI</li><li>Ability to pass a background check</li><li>A strong work ethic and a demonstrated ability to work independently in a fast-paced environment with a high degree of accuracy</li></ul> <h6>&nbsp;The base compensation range represents the low and high end of the compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package, which includes a 401(k) retirement plan match, medical, dental, and vision insurance, paid holidays, and a generous paid time off plan, as well as other benefits.</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Insurance Product Service Representative

Job Title Insurance Authorization Specialist/UKHC Requisition Number RE49952 Working Title Outplaced Insurance Authorization Specialist (Remote) Department Name H4027: REV Cycle MGT-PFE Work Location Lexington, KY Grade Level 07 Salary Range $17.50-27.31/hour Type of Position Staff Position Time Status Full-Time Required Education HS Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 4 yrs Required License/Registration/Certification None Physical Requirements This position requires regularly sitting at a computer workstation for extended periods of time and performing tasks with repetitive motions (such as typing). Also involves some exposure to loud noises, blood-borne/airborne pathogens, and combative/violent people. Shift Day shift, Monday through Friday, 8:00 am – 4:30 pm. Other days/times as assigned per departmental needs. Job Summary UK HealthCare is seeking an experienced Insurance Authorization Specialist to join our team in providing standardized, high-quality authorization support for medical departments. This role plays a critical part in securing pre-authorizations for tests and procedures to ensure timely patient care and accurate billing compliance. Reporting to the Manager of Centralized Payer Authorizations, the Outplaced Insurance Authorization Specialist will interact frequently with patients, physicians, and insurance providers. Responsibilities include verifying patient eligibility, navigating insurance guidelines, and working with third-party payers to obtain necessary approvals as well as providing Estimates and pathways for Financial Clearance where applicable. Success in this role requires strong attention to detail, effective communication skills, and the ability to manage multiple payer processes. Proficiency in medical terminology and basic coding knowledge (ICD-9, ICD-10, CPT, and HCPCS) is preferred. The ideal candidate will thrive in a fast-paced, team-oriented environment while demonstrating exceptional customer service, problem-solving abilities, and compliance with HIPAA regulations. This position involves extended periods of seated work and requires adaptability to evolving insurance policies and guidelines. If you have insurance authorization experience and are looking for an opportunity to contribute to a leading healthcare organization, we encourage you to apply! This is a remote position. Skills / Knowledge / Abilities Knowledge and experience in medical coding (ICD-10 and CPT) as well as medical terminology is highly recommended. Excellent communication skills and the ability to multi-task and stay organized in a fast-paced environment are needed, as well as knowledge of the insurance authorization process. This position requires exceptional customer service skills. Does this position have supervisory responsibilities? No Preferred Education/Experience Associate degree in a healthcare-related field and at least five years of healthcare employment experience preferred; understanding of CPT, ICD-9, and ICD-10 codes is highly preferred. Deadline to Apply 04/20/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Insurance Authorization Specialist/UKHC

Description:OUR CULTUREOur organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins. ABOUT THE POSITIONThe Civic Advisor will play a crucial role in providing superior member experience with enhanced awareness and continued education of existing products and services. This is accomplished by offering digital options, processing accurate and professional member transactions and discovering member centric account solutions. The Civic Advisor will be a part of the member's journey in exploring financial goals, building trust through operational soundness and becoming a frontline touchpoint for members and staff. At the core, the Civic Advisor will embody Civic's values, policies and vision while fostering an inclusive environment for both branch staff and members. NORMAL DAY-TO-DAY WORK<ol><li>Demonstrates exceptional member service by providing personalized solutions, creating memorable interactions and exceeding member expectations.</li><li>Builds and fosters relationships with current and potential members to increase their financial well-being.</li><li>Exhibits adept recognition and adjustment to member needs while employing active listening techniques to effectively de-escalate member concerns. Conducts thorough research to address and resolve member inquiries, preparing necessary documentation as needed.</li><li>Maintains and balances assigned cash drawer daily, while following operational procedures and cash limits. Participates in opening and closing procedures, as needed.</li><li>Accurately processes member transaction requests and responds to member inquiries via various channels in a timely manner.</li><li>Provides lobby support and maintains a strong knowledge of products and services available to Civic members, including current promotions. Inform members about products and services other than those requested based on the member's financial information.</li><li>Assists with in-person opening of deposit and loan accounts by ensuring all information is received timely and accurately processed. </li><li>Explains loan programs to member, evaluates their needs and recommends loan options. Complete member and loan applications and escalate to the lending department as necessary. </li><li>Participate in beta-testing for possible workflow and process improvement and provide feedback to internal/external resources as needed. </li><li>Educates members on digital solutions by providing self-service alternatives to manage finances at their convenience.</li><li>Participates in required meetings and trainings while promoting a positive team environment. Shares knowledge of member feedback and effective practices.</li><li>Collaborates with internal departments to provide a closed-loop experience for member requests.</li><li>Complies with regulation, policies, procedure and operational guidelines. Proactively assesses and mitigates operational risks, ensuring compliance with regulations, audit requests and implements security measures when appropriate. </li></ol> JOB QUALIFICATIONS Here are a few qualifications you MUST have to be qualified for this position. <ol><li>Minimum 1 – 3 years of customer service experience, or a Bachelor's degree. </li><li>High school diploma or equivalent.</li><li>Excellent verbal, written, telephone and interpersonal communication skills.</li><li>Demonstrated strong customer service skills.</li><li>Notary Public in North Carolina, or ability to achieve in the first 6 months of employment.</li><li>PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Access, Outlook) and the Internet.</li><li>Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.</li><li>Ability to lift a minimum of 25 lbs. (file boxes, computer printer).</li><li>Travel required on occasion.</li></ol> Here are a few qualifications we'd LIKE for you to have. <ol><li>Credit Union member service experience.</li><li>Knowledge of financial products and services, mobile and on-line banking a plus.</li></ol> If you have questions about this position description, please feel welcome to ask. You can reach HR at: Human Resources3600 Wake Forest Rd, Raleigh, NC 27609 <a href="mailto:careers@civicfcu.org" target="_blank">careers@civicfcu.org</a>Requirements: PI267741370

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