NewLoan Operations Specialist or Loan Operations Manager Vaco LLCLoan Operations Specialist or Loan Operations ManagerBrentwood, TN$100,000–$115,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This role is ideal for someone with experience in commercial loan servicing, loan operations, banking, or financial services who enjoys working directly with borrowers, lenders, and internal stakeholders while ensuring smooth loan administration throughout the life of each loan.
Default Servicing Phone Agent First Horizon BankDefault Servicing Phone AgentKnoxville, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Summary : The Default Servicing Phone Agent is responsible for contacting past due customers on consumer checking accounts, credit cards, loans, lines of credit, real estate loans, and home equity lines of credit (HELOCs).
NewMortgage Loan Officer First Horizon BankMortgage Loan OfficerJackson, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED with some college preferred and at least 2 years of experience or equivalent combination of education and experience.
NewFunding Manager Mortgage Warehouse First Horizon BankFunding Manager Mortgage WarehouseGermantown, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Ensures advances remain aligned to approved advance rates and documented percent complete; owns client onboarding for sub-limits and draw documentation; calculates and approves eligible advances within delegated authority; and maintains controls, reporting, and exception management.
NewPC Client Specialist First Horizon BankPC Client SpecialistChattanooga, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision.
NewMortgage Warehouse Control Specialist First Horizon BankMortgage Warehouse Control SpecialistGermantown, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewCredit Analyst Sr First Horizon BankCredit Analyst SrKnoxville, TNSpecific tasks include: financial statement spreading; completing financial analysis documents; updating and creating new requests, modifications, renewals and annual reviews in the Bank's commercial loan system; tracking and completing covenant monitoring, completing industry research and developing a strong understanding of the Bank's commercial loan policy. Work will be completed within a high production-based environment and includes financial statement spreading into Bank software or templates, creating and updating loan requests in the Bank's loan production software, financial statement analysis, underwriting support, covenant monitoring, and industry research for commercial lending prospects/clients.
NewCredit Analyst II First Horizon BankCredit Analyst IIBrentwood, TNSpecific tasks include financial statement spreading; completing financial analysis documents; updating and creating new requests, modifications, renewals and annual reviews in the Bank's commercial loan system; tracking and completing covenant monitoring, completing industry research and developing a strong understanding of the Bank's commercial loan policy. Work will be completed within a high production-based environment and includes financial statement spreading into Bank software or templates, creating and updating loan requests in the Bank's loan production software, financial statement analysis, underwriting support, covenant monitoring, and industry research for commercial lending prospects/clients.
Remote Mortgage Underwriter (DE and LAPP/SAR Required) JobotRemote Mortgage Underwriter (DE and LAPP/SAR Required)Franklin, TNRemote$95,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Your underwriting decisions will directly influence customers’ ability to secure financing for their new homes, making attention to detail, sound judgment, and collaboration essential to success.
Program Manager – Loan Servicing / Capital Markets Systems (Consulting) SolomonEdwardsProgram Manager – Loan Servicing / Capital Markets Systems (Consulting)Nashville, TNRemote$80–$90 / hourThis role will lead complex system implementation efforts across loan servicing, capital markets, and investor/loan accounting functions while partnering with business, technology, and integration leaders to drive execution, manage risk, and maintain alignment across workstreams. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service.
Mortgage Loan Servicing Specialist Smartfinancial IncMortgage Loan Servicing SpecialistTNThree or more years of mortgage servicing, mortgage operations, loan administration, post-closing, or related banking experience preferred. Prepare and distribute borrower notices, including billing, maturity, rate change, delinquency, and other required communications.
Loan Servicing Manager Wilson Bank and TrustLoan Servicing ManagerTNWhether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. POSITION SUMMARY: The Loan Servicing Manager leads a team responsible for the full lifecycle of loan servicing operations, including loan servicing, insurance tracking, escrow administration, and system reviews.
Loan Servicing Representative Frontline Source Group Holdings, LLC dba dfwHRLoan Servicing RepresentativeNashville, TNRemoteThe Loan Servicing Representative is a critical, detail-driven role responsible for managing day-to-day loan servicing and transactional workflows. This Loan Servicing Representative position focuses on accuracy, ownership, and efficiency in processing financial data and supporting internal teams.
NewLoan Services Specialist - Ancillary Products ORNL Federal Credit UnionLoan Services Specialist - Ancillary ProductsKnoxville, TennesseeThe Loan Services Specialist - Ancillary Products is responsible for all ancillary products added on to a member's loan, to includes debt protection, warranty, GAP and any other products offered by the credit union. The Loan Services Specialist will be the subject matter expert and responsible for ensuring all coverage is correctly in place, enforced, and supported for the benefit of the members.
Consumer Loan Specialist - Sales Customer Service Republic Finance LLCConsumer Loan Specialist - Sales Customer ServiceKnoxville, TNYour primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. Company-wide, we participate in various philanthropic efforts such as volunteer opportunities, food drives and back to school drives as well as an annual fund raiser for St. Jude Children''s Research Hospital.
Sr. Consumer Loan Specialist - Sales Customer Service Republic Finance, LLCSr. Consumer Loan Specialist - Sales Customer ServiceKnoxville, TennesseeFull timeYour primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. Company-wide, we participate in various philanthropic efforts such as volunteer opportunities, food drives and back to school drives as well as an annual fund raiser for St. Jude Children's Research Hospital.
Loan Quality Manager - Operations Shared Services WesBanco IncLoan Quality Manager - Operations Shared ServicesTNPossess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
NewConsumer Loan Specialist: Sales & Customer Service Republic FinanceConsumer Loan Specialist: Sales & Customer ServiceChattanooga, TNThe ideal candidate will possess strong communication skills and a positive attitude, ready to grow in a supportive environment that values performance and community involvement.#J-18808-Ljbffr. This role involves ensuring a positive customer experience while originating loans and building strong customer relationships.
Customer Service Representative (Loan Consultant I) Lendmark Financial Services LLCCustomer Service Representative (Loan Consultant I)Kingsport, TNPrepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch. At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers.
Customer Service Representative (Loan Consultant II) Lendmark Financial Services LLCCustomer Service Representative (Loan Consultant II)TNPrepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch. Handle account activities related to collection accounts, including phone calls and face to face communications with customers.
NewLoan Operations Support Analyst/Due Diligence - onsite, Columbus, Roswell, Birmingham, Murfreesboro, Winter Park, or Franklin Synovus Financial CorpLoan Operations Support Analyst/Due Diligence - onsite, Columbus, Roswell, Birmingham, Murfreesboro, Winter Park, or FranklinNashville, TNMinimum Education: Bachelor''s degree in Finance, Business, or a related field; Minimum Experience:minimum of 10 years of experience in loan operations or related area; Required Knowledge, Skills & Abilities:strong attention to detail and analytical skills;proficiency in loan management systems and Microsoft Office Suite; excellent communication and problem-solving abilities; experience with process improvement and compliance preferred. Job Duties and Responsibilities: Process and review loan documentation for accuracy and completeness; ensure compliance with regulatory and firm policies; monitor and track loan funding and servicing activities; resolve operational issues and discrepancies; maintain accurate records and reports; collaborate with internal departments and external partners; identify and implement process improvements; support audits and regulatory examinations; assist with special projects as needed.
Loan Operations Specialist Wilson Bank and TrustLoan Operations SpecialistTNWhether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. This position supports accurate loan account administration, responds to internal and customer servicing requests, and verifies servicing activities are completed in accordance with internal policies, procedures, and applicable regulatory requirements.
Mortgage Servicing Compliance Analyst Synovus Financial CorpMortgage Servicing Compliance AnalystNashville, TNJob Duties and Responsibilities: Conduct compliance reviews and audits of mortgage servicing operations; monitor regulatory changes and assess their impact on servicing processes; analyze servicing workflows to identify areas for improvement and risk mitigation; develop and implement compliance strategies and solutions; collaborate with servicing, operations, and risk management teams to ensure adherence to regulations; provide training and guidance to staff on compliance matters; maintain accurate documentation and records; support internal and external audits; identify and recommend process improvements to enhance compliance and efficiency; stay current with industry trends, regulatory updates, and best practices. Minimum Education: Bachelor''s degree in Business Administration, Finance, or related field; Minimum Experience:minimum of 10 years of experience in mortgage servicing compliance, analysis, or related roles; Required Knowledge, Skills & Abilities:strong knowledge of mortgage servicing regulations, policies, and procedures; excellent analytical, problem-solving, and decision-making abilities; outstanding communication and interpersonal skills; proficiency with compliance management and mortgage servicing software systems; ability to work collaboratively with internal and external stakeholders; professional certification (e.g., Certified Mortgage Compliance Professional) preferred.
Loan Administration Coordinator Vanderbilt MortgageLoan Administration CoordinatorMaryville, TennesseeEnjoy coming “home” to our brand new, state-of-the-art Home Office equipped with onsite fitness facility with full gym, workout classes, volleyball and basketball courts, ping-pong, disc golf course, and onsite restaurant. Communicates frequently with internal and external customers, contractors, and insurance companies to educate and provide guidance on Vanderbilt claim process to promote an excellent customer experience.
Loan Counselor/Late Stage Collections Cascade Financial ServicesLoan Counselor/Late Stage CollectionsKnoxville, TNRemoteOur goal is to help thousands of families realize the dream of home ownership by offering mortgage loan solutions customized to the manufactured housing marketplace leveraging state-of-the-art business automation coupled with the most skilled professionals in the industry. The Loan Counselor works GSE, FHA, VA, Freddie Mac, and Conventional loans and ensures compliance with all federal, state, investor, and company guidelines.
Peach Finance Loan System Developer Prog LeasingPeach Finance Loan System DeveloperTennesseeWe are a subsidiary of PROG Holdings (NYSE: PRG), a FinTech holding company with three business segments: Progressive Leasing, Purchasing Power (a leading employee purchase program for consumer products and services using payroll deduction), and Four, a Buy Now Pay Later (BNPL) platform. You take a proactive approach to problem solving and leverage modern tools—including AI-assisted coding and analysis—to accelerate development, enhance solution quality, and reduce manual effort.
Mortgage Loan Officer - 180 BPS - 104 Investors - Remote - W-2 or 1099 Tag Lending GroupMortgage Loan Officer - 180 BPS - 104 Investors - Remote - W-2 or 1099Nashville, TennesseeRemoteWe're a Non-Delegated Correspondent Wholesale Mortgage Lender with access to 104+ investors , AI-powered technology, dedicated operations, and a proprietary mortgage platform designed to help you grow your business faster. From lead nurturing to borrower updates, our automated workflows keep clients engaged and files moving, allowing MLOs to focus on production, not follow-ups.
Peach Finance Loan System Developer Prog Leasing LLCPeach Finance Loan System DeveloperTNWe are a subsidiary of PROG Holdings (NYSE: PRG), a FinTech holding company with three business segments: Progressive Leasing, Purchasing Power (a leading employee purchase program for consumer products and services using payroll deduction), and Four, a Buy Now Pay Later (BNPL) platform. You take a proactive approach to problem solving and leverage modern tools-including AI-assisted coding and analysis-to accelerate development, enhance solution quality, and reduce manual effort.
Outside Loan Originator CrossCountry Mortgage LLCOutside Loan OriginatorFranklin, TNCrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct CCM seminars/trainings and other lead-generating activities.
Residential Mortgage Loan Originator Bank OZKResidential Mortgage Loan OriginatorTNKnowledge of lending criteria/business needs, lending systems, and regulatory/investor lending guidelines • Knowledge of loan origination needs and milestones (i.e., origination, processing, underwriting, closing, products, vendor interfaces) • Ability to communicate effectively, both verbally and in writing • Ability to work without close supervision • Ability to demonstrate effective critical thinking, analytical, and problem-solving skills • Ability to work effectively in a fast-paced environment with exacting deadlines • Ability to work effectively in a collaborative team environment • Ability to maintain strict confidentiality and bank secrecy • Ability to demonstrate effective customer service skills • Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint. • Associate's degree or commensurate work experience and two years of residential mortgage or banking experience, OR high school diploma and three years of residential mortgage or banking experience, required • NMLS, or successful completion of NMLS process within 30 days of hire, required • Experience working in Encompass, preferred.
Mortgage Loan Originator UT Federal Credit UnionMortgage Loan OriginatorKnoxville, TNInterviewing loan applicants and providing the necessary counselling on loan options, rates, terms, and collateral requirements, Evaluating the applicant's financial status by reviewing the required information for a credit application, Working closely with Processors to ensure that all conditions are met for closing, Managing a pipeline of leads and loans in process, Communicating loan decision and conditions to members in a timely manner, and. SUMMARY: The purpose of this position is to expand the credit union's residential mortgage loan portfolio by cultivating new and existing relationships, assisting potential borrowers to choose the right mortgage product, and advising borrowers throughout the mortgage process.
Sr. Commercial Loan Officer - Franklin Horizon BancorpSr. Commercial Loan Officer - FranklinFranklin, TNAdhere to Know Your Customers Rules & Bank Policies & Procedures for the prevention of loss due to fraud, counterfeiting, money laundering, or defalcation; Identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering. Participate in Administration of loans - Reconcile draw packages (sworn statements & AIA's), order & review inspections, order date down endorsements & title updates, and interact with clients as necessary.
Mortgage Loan Originator Horizon BancorpMortgage Loan OriginatorFranklin, TNMarket, service and promote the bank's mortgage products, including the solicitation of residential first mortgages through contacts with Realtors, builders, developers, closing agents, social media and other referral sources. Analyze and screen preliminary loan requests on varied types of mortgage loans to determine which products best meet the customer's needs and financial circumstances.
Mortgage Loan Originator CB&S BankMortgage Loan OriginatorMurfreesboro, TNMAJOR DUTIES AND RESPONSIBILITIES OF MORTGAGE LOAN ORIGINATOR: Attracts new mortgage loan applications and retains existing business by developing relationships within builder and/or realtor communities. An advanced understanding of mortgage products and the ability to comprehend and implement complex financial concepts related to residential mortgage lending.
NewMortgage Loan Processor Waterstone Mortgage CareersMortgage Loan ProcessorKnoxville, TennesseeRemoteIn this role, you'll own the loan setup phase once a borrower goes under contract, partnering closely with the Loan Officer and the team to organize files, issue disclosures, order third-party items, and review documentation for accuracy and compliance. Loan origination is defined as (1) taking a residential mortgage loan application; or (2) offering or negotiating terms of a residential mortgage loan for compensation or gain; (3) advertising or communicating to the public that you can perform loan origination services.
Mortgage Loan Originator - Nashville, TN DSLDMortgage Loan Originator - Nashville, TNNashville, TennesseeDevelop non-Captive Loan business through leveraging relationships established via Captive business through offering loan origination services to Realtors, asking for referrals from homebuyers, and following up with prospects who do not purchase builder homes. Build successful partnership with homebuilder Sales Reps through calling on Sales Agents and attending Builder Sales Meetings.
Mortgage Loan Originator U.S. BancorpMortgage Loan OriginatorCookeville, TNIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
Loan Implementation Specialist CSILoan Implementation SpecialistTennesseeAs a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. This individual will serve as a client-facing leader, working closely with internal teams and bank stakeholders to guide them through the full implementation lifecycle, including documentation review, data validation, training, and on-site support.
Commercial Loan Document Prep Specialist FB Financial CorpCommercial Loan Document Prep SpecialistFranklin, TNEssential Duties and Responsibilities: Reviews lender requests for new loan documentation for all Consumer or Commercial Loans offered by FirstBank. Summary: Supports all financial centers and underwriting groups by preparing loan documentation to be used for new loan granting and loan servicing.
Consumer Loan Document Prep Specialist FB Financial CorpConsumer Loan Document Prep SpecialistFranklin, TNSummary: Supports all financial centers and underwriting groups by preparing loan documentation to be used for new loan granting and loan servicing. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
Mortgage Loan Officer First Horizon CorpMortgage Loan OfficerMemphis, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED with some college preferred and at least 2 years of experience or equivalent combination of education and experience.
Default Servicing Phone Agent First Horizon CorpDefault Servicing Phone AgentKnoxville, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Summary: The Default Servicing Phone Agent is responsible for contacting past due customers on consumer checking accounts, credit cards, loans, lines of credit, real estate loans, and home equity lines of credit (HELOCs).
NewLoan Officer Assistant CrossCountry MortgageLoan Officer AssistantHendersonville, TennesseeThe Loan Officer Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings. The Loan Officer Assistant provides support to CrossCountry Mortgage, LLC’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels.
Mortgage Loan Originator Hope Enterprise CorporationMortgage Loan OriginatorMemphis, TNPart timeHOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial wealth of people in under-resourced Deep South communities. The Mortgage Loan Originator originates home loans, counsel’s customers in mortgage financing, provides appropriate disclosures, and develops mortgage referral sources.
Mortgage Loan Officer Smartfinancial IncMortgage Loan OfficerTNActively markets SmartBank's mortgage products and services to realtors, builders, CPA's, financial planners, title companies, etc. to solicit mortgage business. Willingness to travel throughout their assigned territory to meet clients, solicit new business and attend community events in an outside sales capacity creating brand awareness.
Mortgage Loan Officer - Tennessee Regions Financial CorpMortgage Loan Officer - TennesseeTNThe information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact.
Mortgage Loan Officer - Mississippi Regions Financial CorpMortgage Loan Officer - MississippiTNThe information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact.
NewMortgage Loan Originator Hope Enterprise CorpMortgage Loan OriginatorMemphis, TNHOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial wealth of people in under-resourced Deep South communities. The Mortgage Loan Originator originates home loans, counsel's customers in mortgage financing, provides appropriate disclosures, and develops mortgage referral sources.
Commercial Loan Closing Specialist Hometrust BankCommercial Loan Closing SpecialistJohnson City, TNHomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. The Commercial Loan Closing Specialist assists in the preparation of loan documents associated with commercial closings and facilitates closings through the Commercial Banking Associates, Commercial Relationship Managers, and Attorneys.
Mortgage Loan Originator U.S. BankMortgage Loan OriginatorNashville, TennesseeIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.