Top 88 Mortgage specialist Jobs in Plano Tx

Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Dallas, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Claims Specialist
loanDepot —Plano, TX
- $25 - $31 an hour
- Mid-level
- Analysis skills
- Bachelor's degree
- Wellness program
- Health insurance
Quick Apply
Fair Lending Specialist, Sr
loanDepot —Plano, TX
- $28.85 - $50.24 an hour
- 5 years
- Bachelor's degree
- Senior level
- Wellness program
- Health insurance
Quick Apply
Mortgage Compliance and Quality Control Specialist
First United Bank & Trust —Plano, TX
- Email
- Microsoft Outlook
- Bachelor of Science
- Mid-level
Quick Apply
Post Closing/Shipping Specialist - Green Brick Mortgage
Green Brick Partners —Plano, TX
- 8 hour shift
- Remote
- Ability to walk for extended periods
- 5 years
- Ability to climb stairs
- Health insurance
- Dental insurance
Sr HR Operations Specialist - Hybrid
Benchmark Mortgage —Plano, TX
- Full-time
- Research
- Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
Mortgage Servicing Training and Development Specialist
First United Bank & Trust —Plano, TX
- Email
- Classroom
- Microsoft Excel
- Customer service
Quick Apply
Mortgage Servicing Compliance Specialist II
Pennymac —Carrollton, TX
- $50,000 - $75,000 a year
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Hybrid Loss Mitigation Specialist
Carrington Mortgage Holdings —Plano, TX
- $23 an hour
- Full-time
- Hybrid work
- Spanish
- English
- Mid-level
- Health insurance
- Tuition reimbursement
Verbal Complaints Specialist III
Newrez —Coppell, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Health savings account
Loan Funding Specialist
SoFi —Frisco, TX
- Mid-level
- High school diploma or GED
- Fair chance
14d
Foreclosure Specialist II
Selene Finance LP —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Paid holidays
Quick Apply
5d
Correspondence & Dispute Specialist III- Review
Newrez —Coppell, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- 5 years
- Paid parental leave
- Health savings account
Damage Review Specialist-REMOTE
Dimont & Associates, LLC —Dallas, TX
- $18 an hour
- Full-time
- Remote
- Organizational skills
- 1 year
- Entry level
Quick Apply
4d
Escrow Specialist I
Fay Servicing, LLC —Farmers Branch, TX
- Hybrid work
- Microsoft Excel
- Customer service
- Data analysis skills
- Paid holidays
- Disability insurance
Quick Apply
6d
Customer Service Specialist, I
Carrington Mortgage Holdings —Plano, TX
- $22 an hour
- Full-time
- Hybrid work
- Spanish
- High school diploma or GED
- Computer skills
- Health insurance
- Tuition reimbursement
14d
Mortgage Claims Recovery Specialist
Selene Finance LP —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Paid holidays
Quick Apply
Home Equity Specialist
GoodLeap —Plano, TX
- $28.85 an hour
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Collateral Specialist
Selene Finance LP —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Mortgage Secondary Market Specialist
First Horizon Bank —Plano, TX
- Office
- Bachelor's degree
- In-person
- Wellness program
- Health savings account
7d

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Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK -
Dallas, TX

Apply Now

Job Details

Full-time

Benefits

Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Computer operation
High school diploma or GED
Desktop applications
Productivity software

Full Job Description

Why Bank OZK?:

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.

Job Purpose & Scope:

Responsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.

Essential Job Functions:

Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Conduct outbound business development and community involvement activities.
Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
Proactively serve as a role model for banking center team members and coach relationship-building activities.
Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.
Provide backup and assistance to other retail banking roles and locations, as necessary.
Model and champion the Bank’s standards for exceptional customer service.
Enthusiastically support the bank’s values and mission.
Display a high degree of integrity, trustworthiness, and professionalism at all times.
Actively promote teamwork, leading by example and taking initiative to assist others.
Complete all essential training timely.
Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance to work.
Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities:

Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
Knowledge of bank policies and procedures
Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
Ability to demonstrate confidence and act as a trusted advisor.
Ability to communicate effectively both verbally and in writing
Ability to demonstrate team player approach, capable of thriving in a continually changing environment
Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
Ability to work without close supervision
Ability to maintain confidentiality
Ability to follow policy and procedure including safety and security procedures
Ability to travel to other work locations (e.g., training, staffing shortages), as needed
Skill in using computer and Microsoft Office applications necessary to perform essential job functions

Basic Qualifications:

High school diploma or equivalent required; bachelor’s degree preferred
1+ year retail customer service and/or sales experience required
Knowledge of business and consumer products required
Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred
Proven ability to achieve sales goals and financial targets preferred
Experience in a leadership and/or coaching role strongly preferred
NMLS, or successful completion of NMLS process within 30 days of hire, required.

Job Expectations:

Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

#LI-MR2

#BRS

EEO Statement:

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

Apply Now

Refine Your Search

mortgage specialist jobs in plano tx

Banking Relationship Specialist (Senior Relationship Banker)

Claims Specialist

Fair Lending Specialist, Sr

Mortgage Compliance and Quality Control Specialist

Post Closing/Shipping Specialist - Green Brick Mortgage

Sr HR Operations Specialist - Hybrid

Mortgage Servicing Training and Development Specialist

Mortgage Servicing Compliance Specialist II

Hybrid Loss Mitigation Specialist

Verbal Complaints Specialist III

Loan Funding Specialist

Foreclosure Specialist II

Correspondence & Dispute Specialist III- Review

Damage Review Specialist-REMOTE

Escrow Specialist I

Customer Service Specialist, I

Mortgage Claims Recovery Specialist

Home Equity Specialist

Collateral Specialist

Mortgage Secondary Market Specialist

I want to receive the latest job alert for mortgage specialist in plano tx

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