Licensing Specialist

Licensing Specialist

We're searching for some really great people who enjoy customers as much as we do.

Named as one of Puget Sound Business Journal's Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.

Discover what's possible with Evergreen.

We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

The Licensing Specialist is responsible for supporting the TPO and Licensing Supervisor to ensure the company is operating in accordance with applicable laws. Ensure EHL remains in good standing with state and federal government agencies including Secretary of State office, state regulatory agencies, CFPB, and EHL's investors. This position reviews, monitors, and renews company, branch, and LO licenses through the NMLS, reviews federal and state legislative changes, completes annual reports and assists with the call report.

This position also manages licensing requirements for city and/or county licensing.

Essential Duties and Responsibilities:

• Work with the TPO and Licensing Supervisor to identify and analyze areas of risk to the
• Think critically about changes in regulations that impact the business and Compliance processes and recommend changes to management to minimize risk.
• Prepare and submit applications for EHL or general business Identify changes to filing requirements and inform management.
• Prepare and submit city and state license filings for branch office openings, closing and address changes. Identify changes to filing requirements and inform management.
• Prepare and submit monthly, quarterly, and annual reports and license renewals (city/county, and state). Identify changes to filing requirements and inform management.
• Monitor and review existing company, branch, and LO Provide guidance to LO's, BMs, and Production regarding licensing matters.
• Maintain tracking system to monitor deadlines and due dates of various filings and renewals, including licensing and surety bond spreadsheets.
• Assist in reviewing, processing, and filing of TPO applications, licensing. And system set up.
• Conduct research to resolve issues and verify compliance with
• Identify and stay current on changes in industry regulations that impact work Ensure internal systems, spreadsheets and company are updated as regulations change.
• Think critically about changes in regulations that impact business and compliance processes and recommend changes to the Compliance Manager to minimize risk.
• Administer company's online compliance training system including assigning new hire training, assigning training to EHL associates throughout the year, with input from Compliance Manager and VP, Compliance, and monitoring courses for completion.
• Assist with any LOS licensing questions such as Mavent
• Manage year end renewals for company, branches, and LO's.
• Other duties as

Performance Expectations:

• Perform all actions in accordance with the Mission, Vision, and Convictions of EHL while maintaining the Service Level Standard.
• Provide a "WOW" experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
• Seek Feedback:
  Host regular and timely communication with associates and
• Be willing to assume additional responsibilities/duties/projects as they
• Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing
• Perform all actions in accordance with policies and procedures of the
• Expected to meet productivity guidelines of the
• Effectively use software specific for the position and Microsoft office
• Work well with other members of the EHL team and be willing to fill in when needed.

Specific Skills/ Knowledge/ Abilities Required for Position :

• Associate level degree in a related field from an accredited institution, or 3 or more years of experience in the mortgage industry.
• 2-4 years NMLS knowledge / mortgage experience,
• 1-2 years proven experience preparing and submitting licensing reports and renewals (city, county & state), required.
• 1-2 years proven experience preparing & submitting applications and filings for business licensing and branch openings, closings and changes, required.
• Understanding the SAFE Act and state specific licensing requirements,
• High degree of initiative, dependability and ability to work with little supervision. Ability to work on multiple, concurrent projects. Project management skills are a plus.
• Able to work as part of a team, as well as independently
• Willing to assume additional responsibilities/duties/projects as they arise
• Strong organization skills, ability to learn quickly, and…