Reliant Home Funding, Inc.Residential Mortgage Underwriter (DE) Reliant Home Funding, Inc.Residential Mortgage Underwriter (DE)Melville, NYRemoteFull timeReliant Home Funding is a growing mortgage lender focused on delivering efficient, technology-driven lending solutions while maintaining a high level of service for both clients and internal teams. This role requires an underwriter who can balance production efficiency with quality decision-making, communicate effectively with internal teams, and contribute to a positive and solutions-oriented culture.
Nationwide Mortgage Bankers Inc.Mortgage Loan Processor Nationwide Mortgage Bankers Inc.Mortgage Loan ProcessorMelville, NY$60,000–$75,000 / yearProcesses residential mortgage loans (FHA, VA, Conventional, purchase, refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements. We believe in empowering our loan originators with all of the resources and tools necessary to help them focus on growing their business by empowering their referral sources.
Reliant Home Funding, Inc.Consumer Direct Mortgage Loan Officer Reliant Home Funding, Inc.Consumer Direct Mortgage Loan OfficerMelville, NYRemoteFull timeWe are committed to making homeownership accessible and stress-free with competitive rates, innovative loan products, and a streamlined process. About Us: Reliant Home Funding is a leading mortgage lender dedicated to providing exceptional loan solutions tailored to our clients' needs.
Nationwide Mortgage Bankers Inc.Senior Reverse Mortgage Processor Nationwide Mortgage Bankers Inc.Senior Reverse Mortgage ProcessorMelville, NY$70,000–$80,000 / yearWe are seeking an experienced, detail-oriented, and service-driven HECM Reverse Mortgage Processor to support a top-producing Principal Reverse Mortgage Agent within a nationally recognized private mortgage bank. The ideal candidate possesses strong knowledge of FHA-insured HECM products, exceptional communication skills, and the ability to manage a high-volume pipeline with accuracy, urgency, and professionalism.
UNMB Home Loans IncMortgage Underwriter UNMB Home Loans IncMortgage UnderwriterLevittown, NYAnalyze mortgage loan files, which includes customer's application, income documentation, appraisal and title reports, to ensure compliance with the company's policies, as well as state and federal regulations. Provide support to Loan Officers and Relationship Managers regarding questions and/or clarification of inquiries, loan files, and underwriting guidelines.
Suffolk Federal Credit UnionMortgage Originator Suffolk Federal Credit UnionMortgage OriginatorMedford, NYInterview borrowers to assess financial and credit data, determine financing needs, explain products and pricing, complete loan applications, and collect required documentation. The Mortgage Originator develops and maintains relationships with referral sources and Suffolk members while promoting Credit Union lending products.
MindriftSenior Mortgage Underwriter - Freelance AI Trainer MindriftSenior Mortgage Underwriter - Freelance AI TrainerBrooklyn, NYWhile each project involves unique tasks, contributors may: Evaluate AI-generated mortgage underwriting decisions across loan types (conforming, jumbo, FHA, VA, cash-out refinance); Create test cases involving qualifying income calculations for self-employed borrowers using Schedule C, K-1, and Schedule E; Design pre-qualification scenarios based on realistic rate sheets across different credit score ranges and down-payment percentages; Draft and audit conditional approval letters and adverse action notices for Reg B / ECOA compliance; Verify gift fund documentation chains and disclosure timing under TRID, Reg Z, and RESPA; Distinguish Fannie Mae / Freddie Mac selling guide rules from lender overlays in jumbo and non-conforming loan scenarios; Apply correct rulesets for rate-and-term vs. Ideally, contributors will have: Degree in Finance, Business, Economics, or any related field; 3+ years of residential mortgage underwriting or equivalent professional experience; FHA Direct Endorsement (DE) or VA Credit Underwriter authority is a strong signal; Ability to calculate qualifying income for self-employed borrowers from IRS Forms 1040, Schedule C, Schedule E, and K-1; Deep familiarity with Fannie Mae / Freddie Mac selling guides and the overlay-versus-rule distinction; Knowledge of Reg B adverse action requirements, Reg Z, and TRID disclosure timing rules; Familiarity with automated underwriting systems (DU / LP) and loan origination software (Encompass, Empower); Strong written English (C1+).
Suffolk Credit UnionInternal Mortgage Originator (Commission Eligible) Suffolk Credit UnionInternal Mortgage Originator (Commission Eligible)Medford, NYOur incentive structure recognizes and rewards strong performance, giving motivated professionals the opportunity to maximize their income while helping members achieve one of life's most important financial milestones, homeownership. This role assesses borrowers' financial needs, explains loan options, completes applications, collects documentation, and coordinates with all parties throughout the mortgage process.
Citigroup IncMortgage Lending Officer - SAFE Act - 399 Park Ave Citigroup IncMortgage Lending Officer - SAFE Act - 399 Park Avenew york, NY$60,000–$175,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Reliant Home Funding, Inc.Mortgage Loan Originator Reliant Home Funding, Inc.Mortgage Loan OriginatorMelville, NYFull timeAs we continue to grow, we are seeking motivated individuals to join our team as Mortgage Banking Associates, an entry-level pathway to becoming a licensed Mortgage Loan Officer. This role is ideal for individuals who are eager to build a career in mortgage lending, develop strong sales skills, and provide outstanding customer service.
Teachers Federal Credit UnionJunior Mortgage Loan Officer - California Teachers Federal Credit UnionJunior Mortgage Loan Officer - CaliforniaHauppauge, NYInput and validate data in Salesforce and the Loan Origination System for new member accounts to expedite account openings required for new membership. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions.
The Goldman Sachs Group IncNewCorporate Treasury, Mortgages Trader/Portfolio Manager, Vice President, New York The Goldman Sachs Group IncCorporate Treasury, Mortgages Trader/Portfolio Manager, Vice President, New YorkNew York, NY$130,000–$260,000 / yearThe division is ideal for collaborative individuals who have strong quantitative analysis skills and risk management capabilities since Treasury actively manages the firm's financial resources which are constantly changing due to business activity, markets, risk appetite, regulations and other factors. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
LoancareNewRemote Letter Librarian Mortgage Servicing LoancareRemote Letter Librarian Mortgage ServicingNew York, NYRemote$17.88–$26.73 / hourA leading mortgage services provider is seeking a Letter Librarian to manage letter production, collaborate with various business areas, and maintain a letter library. The ideal candidate should have 2+ years of related experience, strong PC skills, and excellent communication abilities.
Citigroup IncMortgage Lending Officer SAFE Act - B11 - NEW YORK Citigroup IncMortgage Lending Officer SAFE Act - B11 - NEW YORKnew york, NY$60,000–$175,000 / yearThis position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, Education: Bachelor\u2019s/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Consumer Product Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $60,000.00 - $175,000.00 In addition to salary, Citi\u2019s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Lakeview Loan ServicingNewData Engineer, Mortgage Servicing Lakeview Loan ServicingData Engineer, Mortgage ServicingNew York, New YorkRemote$140,000–$240,000 / year
Galaxy Digital IncLead Backend Developer - Mortgage Galaxy Digital IncLead Backend Developer - MortgageNew York City, NY$175,000–$240,000 / yearWe believe that blockchain and digital asset innovation will transform how value moves through the world - and we're building the products and services to make that future a reality. Led by CEO and Founder Michael Novogratz, our team blends deep crypto expertise with institutional experience and a shared commitment to shaping the future of Web3 and AI.
ION Financial MHCMortgage Loan Originator - New Jersey ION Financial MHCMortgage Loan Originator - New JerseyEnglewood, NJPart timeThe successful candidate will possess a strong commitment to exceptional customer service, excellent interpersonal skills, and the ability to explain complex loan options and terms in a clear, compassionate manner. The ideal candidate also upholds a dedication to building and maintaining a robust network of referral partners, including realtors, builders, and financial professionals.
Premium Merchant FundingCommercial Mortgage Sales Representative Premium Merchant FundingCommercial Mortgage Sales RepresentativeNew York, NY$60,000–$100,000PMF Capital is a leading provider of innovative financial solutions, committed to helping clients navigate complex commercial real estate financing with clarity and confidence. As a Commercial Mortgage Sales Representative, you will play a critical role in cultivating client relationships, assessing financing needs, and structuring tailored commercial mortgage solutions.
East West BankMortgage Loan Advisor East West BankMortgage Loan AdvisorNew York, New YorkOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone.
East West BankSr. Mortgage Loan Funder East West BankSr. Mortgage Loan FunderNew York, New York$34–$44 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Mortgage Loan Funder plays a critical role in supporting Mortgage Loan Originators (MLOs), particularly those in Private Banking MLO roles, by identifying solutions to complex loan scenarios and resolving issues that hinder loan progression.
TreliantNewMortgage Complaints & UDAAP Testing Analyst (Remote) TreliantMortgage Complaints & UDAAP Testing Analyst (Remote)New York, NYRemote$25–$75 / hourTreliant, LLC is seeking Analysts to conduct testing on mortgage complaints and UDAAP-related issues. Proficiency in Microsoft tools is necessary, and advanced Excel skills are a plus.
East Coast CapitalMortgage Loan Originator East Coast CapitalMortgage Loan OriginatorMelville, NY$52,000–$200,000At East Coast Capital, we prioritize employee well-being by offering a comprehensive benefits package through TriNet, including: Medical, dental, and vision plans from top providers. We are searching for qualified mortgage loan originator's to guide customers through our mortgage application process, making their experience run as smoothly as possible.
The Symicor GroupVP Mortgage/Consumer Lending - To 160K - Bridgeport, CT - Job 3705 The Symicor GroupVP Mortgage/Consumer Lending - To 160K - Bridgeport, CT - Job 3705Bridgeport, CT$160,000–$160,000Maintains a wide variety of contacts inside and outside the bank, coordinating real estate lending and consumer lending activities, promoting services, exchanging information, and representing the bank at various functions. Collaborates with customers of the executive team and cross-functional teams (Loan Servicing, Loss Mitigation, Digital Banking, Marketing, Finance, IT, HR, Risk).
Center for NYC NeighborhoodsResidential Mortgage Closer, Program Manager Center for NYC NeighborhoodsResidential Mortgage Closer, Program ManagerNew York, NYFull timeThe candidate we seek to fill this position will play an integral role in processing publicly and privately funded grant and residential mortgage closings, tracking the mortgage closing pipeline, ensuring that the required loan closing documents are prepared correctly, and adhering to the compliance and QC audits of the recently closed pipeline. In addition to facilitating the residential mortgage loan closing process, the ideal candidate will also be driven to support the mission of helping homeowners successfully navigate through a broad range of homeownership affordability issues including, but not limited to, foreclosure prevention, scam prevention, coastal recovery, and resiliency.
Suffolk Credit UnionMortgage Lending Manager Suffolk Credit UnionMortgage Lending ManagerMedford, NYThe role ensures compliance, operational performance, Encompass LOS accuracy, vendor integration management, audit readiness, and continuous improvement of workflows while supporting strategic initiatives under the VP's leadership. Prepares production reporting, tracks pipeline activity, supports cross-functional operations, and drives continuous process improvement aligned with the credit union's mission.
BritePros Medical StaffingVP Mortgage/Consumer Lending – Job # 3705 BritePros Medical StaffingVP Mortgage/Consumer Lending – Job # 3705Bridgeport, Connecticut$160,000–$160,000Maintains a wide variety of contacts inside and outside the bank, coordinating real estate lending and consumer lending activities, promoting services, exchanging information, and representing the bank at various functions. Collaborates with customers of the executive team and cross-functional teams (Loan Servicing, Loss Mitigation, Digital Banking, Marketing, Finance, IT, HR, Risk).
LeadlingAffiliate Partner | Realtors & Mortgage Officers | Recurring Revenue LeadlingAffiliate Partner | Realtors & Mortgage Officers | Recurring RevenueUniondale, NYRemoteLeadling is expanding nationwide and looking for affiliate partners who want to earn recurring income by introducing agents, lenders, and brokerages to one of the fastest-growing AI-powered real estate marketing platforms. Powered by advanced IDX websites, CRM automation, AI follow-up, social media tools, and pipeline management, Leadling helps professionals generate more leads, automate follow-up, and close more business — all from one platform.
LeadlingMortgage Loan Officer | National Lender- CT LeadlingMortgage Loan Officer | National Lender- CTBridgeport, CTRemote$75,000–$200,000Leadling is actively searching for seeking experienced Mortgage Loan Officers ready to increase earnings, scale nationally, and gain full control of their business with a National Mortgage Lender. Most Loan Officers never see the true value of the loans they close.
LeadlingMortgage Loan Officer | National Lender - NJ LeadlingMortgage Loan Officer | National Lender - NJFort Lee, NJRemote$75,000–$200,000Leadling is actively searching for seeking experienced Mortgage Loan Officers ready to increase earnings, scale nationally, and gain full control of their business with a National Mortgage Lender. Most Loan Officers never see the true value of the loans they close.
Miller Family AgencyNewRemote Mortgage Protection Sales Closer Miller Family AgencyRemote Mortgage Protection Sales CloserNew York, NYRemote$90,000–$100,000 / weekWhat we're looking for:Must reside in the USA.Looking for a business partner who is committed to helping families achieve their goalsProven success in sales is preferred, but we are willing to train the right candidateDevelop and calculate suitable plans based on clients' needsLife and Health Insurance License (will assist with obtaining one)*Average first year income between 80K-100K*Flexible Schedule - Full time or part time*Training and mentorship by our most experienced/qualified leaders*The ability to be your own boss and run a business*The opportunity to build an agency from day one** Know that what you do impacts families in a positive way**Schedule an interview today: level Seniority level Entry levelEmployment type Employment type Full-timeJob function Job function Sales, Finance, and Customer ServiceIndustries Insurance, Real Estate, and Financial ServicesReferrals increase your chances of interviewing at Miller Family Agency by 2xGet notified about new Sales Specialist jobs in United States .Regional Account Manager Foodservice, East Regional Account Manager Foodservice, East National Account Manager, Walmart/Sam's Club Regional Account Manager Foodservice, East Regional Account Manager Foodservice, West National Account Manager - Grocery - Consumer Package Goods United States $90,000.00-$100,000.00 4 weeks agoRegional Account Manager Foodservice, East North Carolina, United States 1 month agoRegional Account Manager Foodservice, West Regional Account Manager Foodservice, West South Carolina, United States 1 month agoUnited States $110,000.00-$135,000.00 1 month agoRegional Account Manager Foodservice, West District of Columbia, United States 1 month agoWe're unlocking community knowledge in a new way. 17 hours ago Be among the first 25 applicantsMiller Family Agency strives to provide our sales force with the most innovative marketing and lead programs, while offering the highest quality insurance products and services to our clients.
Ark Mortgage IncMortgage Advisor - Long Island (Commission-Based) Ark Mortgage IncMortgage Advisor - Long Island (Commission-Based)Hauppauge, NYFull timeArk Mortgage Inc. also provides reasonable accommodations, including to qualified individuals with known disabilities, who are pregnant or who suffer from a medical condition due to pregnancy or childbirth, upon request or when made aware of such a need, subject to applicable law. Generate new business through proactive outreach, networking, and building relationships with referral partners such as real estate agents and attorneys.
Trustco BankMortgage Originator Trustco BankMortgage OriginatorBronxville, NYWith consistently some of the lowest mortgage rates in the area and a long history of exceptional service, Trustco gives you a unique competitive edge to grow your business, expand your network, and build lifelong client relationships. Develop strong partnerships with real estate agents, builders, and local professionals to generate high-quality mortgage leads and elevate Trustco’s presence as the go-to lender.
FAR InspectionsFlex-Schedule Mortgage Vacancy Associate FAR InspectionsFlex-Schedule Mortgage Vacancy AssociateBrookhaven, NY$25–$35 / hourFAR Inspections is actively seeking a reliable independent contractor to perform residential mortgage inspections in Suffolk County, New York and surrounding communities. Lower volume counties typically feature higher per-inspection rates, while higher volume counties offer more consistent daily work.
Bronze Star ConsultantNewMortgage Branch Leader Drive Growth & P&L Bronze Star ConsultantMortgage Branch Leader Drive Growth & P&LNew York, NYThe ideal candidate will have over 5 years of sales management experience in the mortgage banking sector, demonstrating a proven track record in leadership and sales. This position offers a salary range of $30,000 to $300,000 per year, depending on experience.#J-18808-Ljbffr.
Allen AgencyNewMortgage Protection-Life Insurance Agent-Work from Home Allen AgencyMortgage Protection-Life Insurance Agent-Work from HomeNew York, New YorkRemoteYou’ll have access to an exclusive CRM, a fully digital platform with up-to-date resources, and the ability to be contracted with multiple carriers, offering in-demand products like living benefits and more. This opportunity is perfect for career-driven professionals who want room to grow, sharpen leadership and business skills, and truly own their success.
BMONewBilingual Remote Mortgage Renewal & Sales Specialist BMOBilingual Remote Mortgage Renewal & Sales SpecialistNew York, NYRemote$38,500–$71,000 / yearBMO is hiring for a full-time remote position focused on providing expert advice on mortgage renewal and financing needs. Ideal candidates will have 2-3 years of relevant experience or education in a related field.
CTBC Financial Holding Co LtdMortgage Loan Officer CTBC Financial Holding Co LtdMortgage Loan OfficerFlushing, NYSales (75%) Originate mortgage and related loan applications in an assigned area; develop long term referral relationships with realtors, builders, bankers, and other sources, in order to proactively solicit business and conduct sales-related activities, frequently outside of Bank locations, in order to meet specific loan volume origination goals. Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives (Branch staff, Commercial Real Estate, Commercial and Industrial Lending, Cash Management, Financial Consultants) through proper customer profiling and needs-based selling.
The PNC Financial Services Group IncMortgage Loan Officer The PNC Financial Services Group IncMortgage Loan OfficerGarden City, NYIf you provide content to customers through CloudFront you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documentation. Generated by cloudfront CloudFront Request ID: FCcGy0SUMkEx9OUnmRjw_HA27-N1o0bFdiSeWmLSny0eUzf1ALOOgA.
NNN Properties, LLCLoan Processor - (Remote) NNN Properties, LLCLoan Processor - (Remote)New York, NYRemote$65,000–$75,000 / yearSURMOUNT Capital Markets (formerly NNN Pro), is a full-service real estate advisoryfirm with four main business verticals: the leading Net Lease Investment Sales team in the country, Capital Markets, Lease Advisory, & Development. The recently formed Capital Markets team is seeking a motivated and dynamic Loan Processor to join the team and contribute to driving the firm’s success in the capital markets space.
NNN Properties, LLCLoan Processor - (New York, NY) NNN Properties, LLCLoan Processor - (New York, NY)New York, NY$65,000–$75,000 / yearSURMOUNT Capital Markets (formerly NNN Pro), is a full-service real estate advisoryfirm with four main business verticals: the leading Net Lease Investment Sales team in the country, Capital Markets, Lease Advisory, & Development. The recently formed Capital Markets team is seeking a motivated and dynamic Loan Processor to join the team and contribute to driving the firm’s success in the capital markets space.
Harrison National Employment, LLC (Archwell Holdings, LLC)Foreclosure Processor - New York Harrison National Employment, LLC (Archwell Holdings, LLC)Foreclosure Processor - New YorkSyosset, NYIn this role, you will support attorneys across multiple jurisdictions, manage active bankruptcy cases, and gain hands-on experience in an area of law that plays a critical role in the mortgage-servicing and creditors rights industry. As part of the company's long-established and rapidly expanding multi-state practice, you will gain direct exposure to state courts, creditor-side procedures, and foreclosure case management.
Nationwide Mortgage Bankers Inc.Encompass Administrator Nationwide Mortgage Bankers Inc.Encompass AdministratorMelville, NY$80,000–$90,000 / yearThe Encompass Administrator will work closely with business users, IT, and third-party vendors to support daily operations, implement system enhancements, and drive efficiency across the mortgage lifecycle. Administer and configure Encompass and TPO Connect, including loan templates, fields, input forms, business rules, personas, and workflows.
Citigroup IncHome Lending Officer - Safe Act - Hybrid - Westchester Citigroup IncHome Lending Officer - Safe Act - Hybrid - WestchesterLarchmont, NY$60,000–$175,000 / yearQualifications: 2-5 years relevant experience 3+ years previous mortgage sales experience required Residential Mortgage experience required Established book of business Proven product sales capability is required FHA/VA & conventional loan experience is preferred The ability to comprehend and explain financial calculations and pricing alternatives. • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Citigroup IncDedicated Lending Associate SAFE Act - NEW YORK Citigroup IncDedicated Lending Associate SAFE Act - NEW YORKNew York, NY$72,000–$105,000 / yearManage the marketing process for the Home Lending Officer supported, which includes marketing material management and follow-up on prospective customer leads as needed, working open houses, realtor agent events and training events Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the processors and acquire any additional information needed by the processors and/or underwriters Manage customer inquiries as well as build and maintain relationships with client book of work Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities: Deliver mortgage lending services to clients in consultation with assigned Home Lending Officer(s) in all aspects of the loan application process to include: collecting borrower information, consulting a borrower on mortgage options; quoting rates/terms from the system, and addressing follow-ups on the application/mortgage processing Gather information from clients and other third party sources such as title companies and real estate agents, and apply judgement based on practice and precedence to determine needed items to submit files to underwriting for approval Monitor application pipeline to ensure key dates (consent, lock, lock expiration, anticipated closing dates) are met and communicate with clients on requirements and timelines.
Quintessential Mortgage GroupLoan Assistant Quintessential Mortgage GroupLoan AssistantRye Brook, New York$52,000–$90,000Quintessential Mortgage Group is seeking a motivated and experienced Licensed Loan Officer Assistant or Junior Loan Officer to join our high-performing team in the Capital District. Join Quintessential Mortgage Group and become part of a company committed to growth, excellence, and helping professionals achieve their highest earning potential.
MindriftSenior Portfolio Manager - Freelance AI Trainer MindriftSenior Portfolio Manager - Freelance AI TrainerQueens, NYlong-term capital gains, and alternatives to selling (redirecting contributions); Build tax-loss harvesting scenarios that test the wash-sale rule in both directions — including the 30-day backward window and substantially identical securities across different fund families and tickers; Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement; Design ESG look-through scenarios where the fund label diverges from actual holdings due to subsidiary relationships or narrow exclusion methodologies; Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, all-in cost comparisons against category benchmarks; Author goal-projection scenarios that test whether the agent uses assumption-based language and never slips into commitment language when prompted to be reassuring; Document test cases clearly with verified calculations, policy citations, and correct answers. Ideally, contributors will have: Degree in Finance, Economics, Business Administration, Accounting, or related field — or equivalent professional experience; no specific degree is required if CFA charterholder status or comparable credentials are present; 3+ years of experience managing portfolios or writing investment research in a fiduciary context (RIA, private wealth, asset management, family office, or bank trust); Ability to compute time-weighted returns, attribution effects (Brinson framework), and portfolio-weighted expense ratios without assistance; Practical knowledge of the wash-sale rule applied in both directions, tax-lot accounting methods (FIFO, specific identification, HIFO), and short- vs.
Amalgamated BankC&I Credit Underwriter (Technology Healthcare & Sponsor Finance) Amalgamated BankC&I Credit Underwriter (Technology Healthcare & Sponsor Finance)New York, NY$130,000–$150,000 / yearKnowledge of middle market C&I cash flow lending, owner occupied mortgages, non-profit lending, CDFIs, New Market Tax Credit Finance and structured lending preferred. When we come to work, our passion for socially responsible lending means we analyze cash flows and want to know whether deals create affordable housing for working families.