Dedicated Lending Associate (SAFE Act) - VERNON HILLS
The Dedicated Lending Associate (SAFE Act) at Confidential Client is an entry-level role focused on supporting mortgage lending operations by assisting clients through the loan application process, coordinating underwriting and credit practices, and facilitating cross-sell opportunities. This position requires strong communication skills, knowledge of lending products and regulations, and collaboration with Home Lending Officers and operations teams to ensure efficient loan processing and customer satisfaction.
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.
Overview
Confidential Client (via Careertakes) is seeking a Dedicated Lending Associate (SAFE Act) to join their Accounting & Finance team in Indian Creek, IL. This entry-level mortgage/loan origination role supports Home Lending Officers, helps manage the loan application pipeline, and ensures files are ready for underwriting. The role requires strong customer service skills, attention to compliance, and the ability to coordinate across operations and third-party partners.
What You’ll Do
- Deliver mortgage lending support in partnership with assigned Home Lending Officer(s) throughout the loan application lifecycle.
- Collect borrower information, counsel on mortgage options, and quote rates/terms using internal systems.
- Track and manage pipeline milestones (consent, locks, lock expirations, anticipated closings) and communicate timelines to clients.
- Gather documentation from clients, title companies, real estate agents, and other third parties; prepare files for underwriting submission.
- Coordinate with Operations, Processors, and Underwriters to ensure smooth handoffs and timely document delivery.
- Support marketing and lead follow-up activities for Home Lending Officers (open houses, realtor events, collateral management).
- Build and maintain strong client relationships; address client inquiries and follow-through on outstanding items.
- Exercise sound judgment and adhere to policies, laws, and regulations to protect the firm, clients, and assets.
Responsibilities
- Manage day-to-day mortgage application tasks and pipeline monitoring.
- Prepare and submit complete loan packages to underwriting.
- Communicate required documentation and status updates to borrowers and internal teams.
- Support cross-sell efforts by referring qualified leads to product specialists.
- Ensure compliance with SAFE Act and other consumer lending regulations.
- Participate in branch/community growth activities and collaboration with partners.
Qualifications
- 1–3 years of relevant experience in Mortgage / Loan Origination.
- Banking experience preferred.
- Clear, concise written and verbal communication skills.
- Ability to explain financial calculations, pricing options, and lending terms to customers.
- Knowledge of consumer lending laws and regulations (fair lending, privacy, RESPA).
- Self-starter who can work independently and as part of a team.
- Strong organizational skills and attention to detail.
Location & Licensing
- Primary work location: Indian Creek, IL (on-site / local to the area).
- This position requires registration as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System & Registry (NMLS/Registry) and maintaining that registration and unique identifier per SAFE Act rules before engaging in origination activities.
Education
- Bachelor's degree preferred, or High School diploma/equivalent with at least 2 years of relevant loan origination experience.
Compensation & Benefits
- Salary range (full-time): $72,000 - $105,000 per year.
- In addition to base salary, eligible employees may receive discretionary or formulaic incentive/retention awards.
- Typical benefits may include medical, dental, vision, 401(k), life/accident/disability insurance, paid time off, and wellness programs. Offerings vary by jurisdiction and hire date.
Competencies & Skills
- Expert knowledge of lending products, pricing alternatives, and mortgage processes.
- Strong customer-facing skills and the ability to guide borrowers through documentation and timelines.
- Sound judgment and commitment to compliance and ethical conduct.
- Proven ability to collaborate with operations teams, realtors, title companies, and internal partners.
Other Details
- Job type: Full time
- Job family: Consumer Sales Support
- Anticipated posting close date (source): Sep 01, 2026
- Automated processing and AI may be used to review applications; final hiring decisions are made by people.
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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