About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position Overview

This is a Dedicated Lending Associate (SAFE Act) role supporting a Confidential Client in the Accounting & Finance industry. The Associate works with Home Lending Officers to deliver mortgage lending services, manage loan pipelines, coordinate underwriting and operations, and provide high-quality customer service throughout the loan lifecycle. This is a full-time, on-site position located in Indian Creek, IL.

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Responsibilities

• Deliver mortgage lending services in partnership with assigned Home Lending Officer(s): borrower intake, advising on mortgage options, quoting rates/terms, and handling follow-ups.
• Collect and validate borrower documentation from clients and third-party sources (title companies, real estate agents).
• Prepare and submit loan files to underwriting; apply judgment to determine required documentation.
• Monitor application pipeline and key dates (consent, rate lock, lock expiration, anticipated close) and communicate timelines to clients.
• Support marketing efforts for the Home Lending Officer, including outreach events, open houses, and realtor engagement.
• Coordinate with Operations to transfer files and provide any documents required by processors and underwriters.
• Manage customer inquiries and maintain strong relationships with assigned book of business.
• Uphold compliance, assess risk, and escalate control issues; act in accordance with applicable laws, firm policy, and ethical standards.

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Qualifications

• 1–3 years of relevant experience in Mortgage / Loan Origination.
• Banking experience preferred.
• Strong written and verbal communication skills.
• Ability to explain financial calculations and pricing alternatives clearly to customers.
• Knowledge of consumer lending rules and regulations (including fair lending, privacy, and RESPA).
• Self-starter who can work independently and collaboratively to grow branch or community relationships.
• This role requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System & Registry (NMLS) and annual maintenance of that registration, including providing the unique identifier to consumers per SAFE Act requirements.

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Education

• Bachelor’s degree preferred. High school diploma or equivalent accepted with at least 2 years of relevant loan origination experience.

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Compensation & Benefits

• Primary location full-time salary range: $72,000 — $105,000 per year.
• In addition to salary, eligible employees may receive discretionary/formulaic incentive and retention awards.
• Typical benefits may include medical, dental & vision, 401(k), life/accident/disability insurance, wellness programs, and paid time off. Actual benefits vary by jurisdiction and job level.

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Competencies

• Expert knowledge of lending products, services, and pricing alternatives.
• Ability to assess and explain loan pricing and calculations.
• Strong customer service and relationship-building skills.
• Familiarity with compliance standards and the ability to apply sound ethical judgment.
• Team player focused on growing branch or community initiatives.

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Location & Work Type

• Location: Indian Creek, IL (on-site)
• Time type: Full time

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.