Dedicated Lending Associate SAFE Act - B10 - NEW YORK - Confidential Client
The Dedicated Lending Associate SAFE Act at Confidential Client is an entry-level role focused on supporting mortgage lending activities by assisting clients through the loan application process, coordinating underwriting and credit practices, and providing qualified referrals for cross-selling. This position requires strong communication skills, knowledge of lending products and regulations, and the ability to manage client relationships and marketing efforts to drive growth and ensure compliance with applicable laws.
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.
What You’ll Do
Confidential Client is hiring an entry-level Dedicated Lending Associate (SAFE Act, B10) to support mortgage lending activity in Manhattan, NY. This role supports Home Lending Officers by servicing loan applications, coordinating with operations and underwriting, and helping grow the client pipeline through marketing and referral management.
Responsibilities
- Deliver mortgage lending support throughout the loan lifecycle: collect borrower information, consult on mortgage options, quote rates/terms, and follow up on application progress.
- Gather documentation from borrowers and third parties (title companies, real estate agents) and apply judgment to prepare files for underwriting.
- Monitor the application pipeline and key dates (consent, rate locks, lock expirations, anticipated closings) and communicate timelines and requirements to clients.
- Manage marketing and lead follow-up for assigned Home Lending Officer(s): maintain marketing materials, support open houses, realtor events, and training as needed.
- Coordinate with Operations to ensure seamless application transfer to processors and underwriters, and obtain additional documentation when required.
- Handle customer inquiries and maintain strong relationships with the client book of business.
- Follow compliance, risk, and policy standards; escalate and report control issues transparently to safeguard the firm and clients.
Qualifications
- 1–3 years of relevant experience in mortgage or loan origination.
- Banking experience preferred.
- Clear and concise written and verbal communication skills.
- This position requires registration as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System & Registry (NMLS) and obtaining a unique identifier prior to engaging in mortgage loan originator activities; maintain and renew registration annually as required by SAFE Act regulations.
Education
- Bachelor’s degree preferred OR High School diploma/equivalent with at least 2 years of relevant loan origination experience.
Competencies
- Expert knowledge of lending products, services, and pricing alternatives.
- Ability to understand and explain financial calculations and pricing.
- Strong customer communication skills about required documents and processes.
- Working knowledge of laws and regulations governing consumer lending (e.g., fair lending, privacy, RESPA).
- Self-starter who can work independently and in partnership settings.
- Team player focused on growing branch or community relationships.
Details
- Job Family Group: Consumer Sales
- Job Family: Consumer Sales Support
- Time Type: Full time
- Primary Location: Manhattan, NY, United States
- Primary Location Full Time Salary Range: $72,000.00 - $105,000.00 (NY pay-transparency: range provided)
Benefits (examples; available offerings may vary by jurisdiction and hire date):
- Medical, dental & vision coverage
- 401(k)
- Life, accident & disability insurance
- Paid time off (vacation, sick leave, holidays)
- Possible discretionary or formulaic incentives
Notes on Automated Processing
Confidential Client may use automated processing and AI to help match candidates to roles. Final hiring decisions are made by people. If you have questions about how your data is used, contact Careertakes.
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.
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