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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What You’ll Do

The Dedicated Lending Associate (SAFE Act) supports Home Lending Officers by managing loan applications end-to-end, coordinating with internal operations and external partners, and helping close mortgage transactions. Key duties include:

• Deliver mortgage lending services in coordination with assigned Home Lending Officer(s): collect borrower information, counsel on mortgage options, quote system rates/terms, and follow up on application/processing items.
• Gather required documentation from borrowers and third parties (title companies, real estate agents) and determine items needed to submit files to underwriting.
• Monitor the application pipeline for key dates (consent, lock, lock expiration, anticipated closing) and communicate timelines and requirements to clients.
• Coordinate with Operations, Processors and Underwriters to ensure smooth transfer and completion of loan files.
• Manage marketing support and lead follow-up for the Home Lending Officer (open houses, realtor events, training, marketing materials).
• Build and maintain relationships with borrowers and referral sources; respond to customer inquiries promptly and professionally.
• Apply sound risk assessment and escalate compliance or control issues; follow applicable laws, regulations and company policy to protect the firm and its clients.

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Qualifications

• 1–3 years of relevant experience in mortgage loan origination or a related lending role.
• Banking or consumer lending experience preferred.
• Strong written and verbal communication skills; clear, client-facing professionalism.
• Ability to prioritize, manage pipeline tasks, and meet deadlines in a fast-paced environment.
• Knowledge of consumer lending rules (fair lending, privacy, RESPA) and ability to maintain compliance.
• Self-starter who can work independently and as part of a branch/team to drive growth.

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Regulatory Requirement (SAFE Act / NMLS)

• This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System & Registry (NMLS/Registry). Candidates must obtain and maintain a unique identifier from the Registry per applicable SAFE Act regulations and the client’s policies before engaging in mortgage loan originator activities.

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Education

• Bachelor’s degree preferred — OR — High school diploma/GED with at least 2 years of relevant loan origination experience.

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Preferred Skills & Competencies

• Expert knowledge of lending products, pricing alternatives, and financial calculations.
• Strong attention to detail and ability to explain loan documentation requirements to customers.
• Comfortable managing marketing tasks and supporting referral generation activities.
• Proven teamwork and relationship-building skills with internal partners and external referral sources.
• High ethical standards and the ability to escalate and remediate control issues transparently.

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Compensation & Benefits

• Salary range: $72,000 — $105,000 per year (required pay transparency for New York postings).
• Estimated market salary for similar roles: approximately $101,981 per year.
• Confidential Client offers competitive benefits for eligible employees, which may include medical, dental & vision coverage, 401(k) or retirement plans, paid time off, and incentive programs. Benefits and eligibility may vary by jurisdiction and hire date.

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Location & Employment Type

• Primary location: Manhattan, NY (onsite / in-branch).
• Employment type: FULL_TIME.

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Other Information

• This role uses automated processing tools (including AI) for resume screening and matching as part of a broader, human-led hiring process. Final hiring decisions are made by people.
• Applicants must be authorized to work in the United States. Reasonable accommodations are available for applicants with disabilities during the hiring process.

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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.