Top 1284 Financial services Jobs in Ohio

Mortgage Loan Officer
United Trust Bank —Uniontown, OH
- $75,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Wellness program
- Health savings account
Quick Apply
11d
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor, Canton Area, OH
NEST Capital —New Philadelphia, OH
- Email
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Financial Opportunity Center Coach
Habitat for Humanity of Findlay/Hancock County —Findlay, OH
- $42,000 - $44,000 a year
- Full-time
- Mid-level
- Driver's License
- Bachelor's degree
- Health insurance
- Dental insurance
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Senior Retirement Planner/Senior Financial Advisor
Golden Reserve LLC —Cleveland, OH
- $225,000 - $275,000 a year
- Full-time
- Bachelor of Science
- Office
- Mentoring
- Dental insurance
- Paid time off
Quick Apply
Financial Professional - Team Sponsored Launch - Endeavor Financial Group
Thrivent —Van Wert, OH
- $50,000 - $80,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
Quick Apply
Commercial Loan Officer
Secure Lending Inc. —Cleveland, OH
- $65,000 - $225,000 a year
- Full-time
- Mid-level
- Residential
- In-person
- Flexible schedule
Quick Apply
Loan Officers: Stop Splitting Commissions and Start Building Wealth
Secure Lending Inc. —Cleveland, OH
- $85,000 - $125,000 a year
- Full-time
- Hybrid work
- Mid-level
- Leadership
- Communication skills
- Work from home
- Flexible schedule
Quick Apply
Mortgage Loan Officer
Lentor® —Columbus, OH
- $60,000 - $300,000 a year
- Full-time
- Hybrid work
- Bilingual
- Customer service
- Office
- Health insurance
- 401(k)
Quick Apply
Wealth Management Advisor
Equitable Advisors —Independence, OH
- $27,550 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor
Village Tax & Financial Services, LLC —Lyons, OH
- $54,600 - $83,200 a year
- Part-time
- Background check
- Pass drug screening
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
Mortgage Loan Officer
Mane Capital Mortgage (2806680) —Cleveland, OH
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Paraplanner & Client Services Team Manager
Golden Reserve LLC —Cleveland, OH
- $100,000 - $125,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Dental insurance
- 401(k)
Quick Apply
Mortgage Loan Officer
New American Funding —Broadview Heights, OH
- $100,000 - $300,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
3d
Dealer Relationship Manager
Prancer Capital —Cleveland, OH
- Full-time
- Customer service
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Universal Banker/Ohio City
Century Federal Credit Union —Cleveland, OH
- From $23 an hour
- Full-time
- Background check
- Inventory management
- 5 years
- Profit sharing
- Paid training
Quick Apply
3d
Financial Services Professional
New York Life —Dublin, OH
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Universal Banker/Independence
Century Federal Credit Union —Independence, OH
- From $23 an hour
- Full-time
- Background check
- Inventory management
- 5 years
- Profit sharing
- Paid training
Quick Apply
3d
Retirement Planner/Financial Advisor
Golden Reserve LLC —Cleveland, OH
- $150,000 - $200,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Entry Level Financial Sales Associate
Equitable Advisors —Cincinnati, OH
- $24,000 - $150,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply

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financial services jobs near ohio

Mortgage Loan Officer

United Trust Bank -
Uniontown, OH

Quick Apply

Job Details

Full-time
$75,000 - $120,000 a year
11 days ago

Benefits

Wellness program
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Referral program

Qualifications

MLO License
Customer communication
Loan Originator License
High school diploma or GED
Bachelor's degree
Attention to detail
Organizational skills

Full Job Description

Purchase Referral Loan Officer

Position Summary
The Purchase Referral Loan Officer is responsible for originating residential mortgage loans through referral relationships, including past clients, builders, financial advisors, attorneys, and other referral partners. This role focuses primarily on purchase business, guiding borrowers through the mortgage process from application through closing while delivering exceptional customer service and maintaining compliance with all lending regulations.

This position is based out of our Uniontown, Ohio location. Remote work available, applicant must be able to commute to office location.

Essential Duties & Responsibilities

Develop and maintain relationships with referral partners to generate purchase mortgage loan opportunities.
Consult with prospective borrowers to assess financial needs and recommend appropriate mortgage solutions.
Take complete loan applications and collect required documentation.
Pre-qualify and pre-approve borrowers for mortgage financing.
Educate customers on available loan products, rates, terms, and closing costs.
Maintain regular communication with borrowers, referral partners, processors, underwriters, and closing staff throughout the loan process.
Monitor loan pipeline to ensure timely processing and closing of transactions.
Meet or exceed established production and customer service goals.
Ensure compliance with all federal, state, and company lending regulations and policies.
Stay current on mortgage products, industry trends, and market conditions.
Attend networking events and community functions to build and strengthen referral relationships.
Utilize CRM systems to manage leads, referrals, and customer communications.

Qualifications

Minimum 4 years of residential mortgage lending experience preferred.
Active NMLS license required.
Proven ability to generate mortgage business through referral-based sales.
Strong understanding of conventional, FHA, VA, USDA, and portfolio loan products.
Excellent communication, relationship-building, and customer service skills.
Strong organizational skills and attention to detail.
Ability to manage multiple loans and deadlines simultaneously.
Proficiency with mortgage origination systems and CRM platforms.

Education & Experience

High School Diploma or equivalent required.
Bachelor's degree in Business, Finance, or related field preferred.
Previous experience in mortgage sales, banking, or financial services preferred.

Compensation & Benefits

Competitive base salary plus commission structure.
Leads and referral opportunities provided.
Medical, Dental, Vision, Life Insurance, and Disability coverage.
401(k) with company match.
Paid Time Off and Company Holidays.
Ongoing training and professional development opportunities.

Key Success Metrics

Monthly funded loan volume.
Number of purchase loans closed.
Referral partner growth and retention.
Customer satisfaction ratings.
Compliance and quality control standards.

Equal Opportunity Employer
We are committed to creating a diverse environment and are proud to be an equal opportunity employer.

Pay: $75,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Vision insurance
Wellness program

Work Location: Hybrid remote in Uniontown, OH 44685

Quick Apply

Refine Your Search

financial services jobs in ohio

Mortgage Loan Officer

Financial Advisor -Greater Columbus, OH

Financial Advisor, Canton Area, OH

Financial Opportunity Center Coach

Senior Retirement Planner/Senior Financial Advisor

Financial Professional - Team Sponsored Launch - Endeavor Financial Group

Commercial Loan Officer

Loan Officers: Stop Splitting Commissions and Start Building Wealth

Mortgage Loan Officer

Wealth Management Advisor

Financial Advisor

Mortgage Loan Officer

Financial Paraplanner & Client Services Team Manager

Mortgage Loan Officer

Dealer Relationship Manager

Universal Banker/Ohio City

Financial Services Professional

Universal Banker/Independence

Retirement Planner/Financial Advisor

Entry Level Financial Sales Associate

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