Manage and maintain all aspects of client and agency relationships, ensuring satisfaction and timely issue resolution.
Serve as main point of contact for client inquiries and provide monthly business reviews on trends and SLAs.
Utilize internal and external resources to stay current on industry changes and recommend process improvements.
LoanCare is a leading full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration.
Review and manage daily progress reports on outstanding curative pipelines and SLA reports.
Act as a liaison for borrowers, assisting with questions and concerns throughout the title clearance process.
Maintain open communication with team and managers, and support lender relationships.
Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of loan services. The company emphasizes an entrepreneurial mindset and a culture guided by its '5C's' values: Connect, Collaborate, Communicate, Care, and Celebrate.
Supervise the Claims Department to ensure compliance with policies, investor guidelines, and regulations while enhancing staff performance through goal setting and coaching.
Monitor audit findings, implement procedural improvements, and handle escalations to maintain department success.
Provide regular loan status reports, conduct one-on-one meetings with direct reports, and facilitate training for new and existing employees.
LoanCare is a leading national provider of full service mortgage loan subservicing, serving banks, credit unions, and homeowners since 1991. Backed by Fidelity National Financial, a Fortune 500 company, they subservice over 1.8 million loans and offer a culture of integrity, innovation, and collaboration.
Oversee and maintain all aspects of the client relationship.
Serve as main point-of-contact for client inquiries and concerns.
Provide monthly business review for client on trends, SLAs, etc.
LoanCare is a full-service mortgage loan subservicer that delivers excellence to banks, credit unions, and homeowners. Backed by the strength of a Fortune 500 company, it offers a career foundation built on integrity, innovation, and collaboration.
Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
Send documentation requests and review files before submitting for pre-approval.
Manage the Mortgage Advisor's calendar and track lead activity in the CRM.
Better is an AI-native platform rebuilding home finance, having funded over $110B in loans and raised over $1.2B in equity capital. They operate at real scale with a focus on modernizing the mortgage industry.
Assist Commercial Loan Officers in managing existing credit relationships and supporting new ones.
Analyze financial data, prepare loan review memorandums, and recommend risk upgrades or downgrades.
Underwrite and structure new loans or modifications while ensuring compliance with regulations.
Peak Credit Union is a member-focused financial institution offering banking and lending services. They emphasize community ties and provide comprehensive employee benefits, including medical, dental, and vision coverage.
Verifies, compiles, and inputs application information for mortgage loans.
Recommends loan denials or restructures based on standards.
Submits loan files for underwriting approval and communicates with borrowers.
PRMG is a mortgage company that processes residential loans. They cultivate a family-like work environment with a casual, professional, team-oriented culture and value work-life balance.
Prepare and manage mortgage insurance claims across multiple agencies and investor requirements.
Reconcile financial information and validate supporting documentation for accuracy.
Conduct research, resolve discrepancies, and maintain detailed records for claims operations.
The company specializes in mortgage insurance and claims operations within a fast-paced financial services environment. They focus on accuracy, timely processing, and employee development, fostering a collaborative culture.
Ensure escrow area functions are performed promptly and correctly by monitoring reports and vendor activities.
Provide training and mentoring to Escrow Department staff while overseeing special projects and deadlines.
Prepare monthly FHA portfolio comparison reports and maintain data programming for escrow workstations.
LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial (Fortune 500), it services over 1.8 million loans and promotes a collaborative culture.
Examine chain of title for condominium projects and individual interests.
Abstract and analyze records such as mortgages, liens, judgments, easements, and plat maps.
Provide guidance, training, and mentoring to less experienced team members and supervise special projects.
First American provides title insurance and real estate services. The company has a people-first culture, has been named to the Fortune 100 Best Companies to Work For list for 11 consecutive years, and values diversity and inclusion.
Resolves incoming customer inquiries and requests related to mortgage loans.
Reaches out to borrowers to resolve payment issues and documents interactions.
Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.
Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.
Lead enterprise regulatory strategy and readiness to navigate evolving regulatory expectations.
Design and execute mock examinations and readiness programs to prepare for regulatory scrutiny.
Partner with senior leadership to translate regulatory developments into actionable business strategies.
Empower is a financial services company focused on transforming financial lives. We have a flexible work environment, fluid career paths, and a welcoming inclusive culture.
Prepare mortgage insurance claims on assigned agency or investor-acquired properties.
Complete reconciliation of all advances to be included in the claim.
Validate all necessary supporting documents needed for the claim.
LoanCare is a leading full-service mortgage loan subservicer serving banks and credit unions. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and have a seasoned team.
Provide administrative and operational support to mortgage loan originators throughout the loan process.
Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
Maintain organized loan files and verify completeness before forwarding to the processing team.
Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.
Originate quality mortgage loans including conventional, construction, government, and home equity loans.
Monitor loan applications and work with members to obtain required documents.
Build relationships with branches, realtors, and builders to establish referral channels.
Peak Credit Union provides financial services to its members. They are an equal opportunity employer with a focus on community engagement and member satisfaction.
Calculate Knock Bridge Loan advance amounts and condition loan files for accuracy and compliance.
Manage a daily pipeline of loans while maintaining quick turn times and high-level customer service.
Communicate effectively with internal teams and external partners to ensure smooth loan processing.
Knock redefines the home buying and selling experience with its Knock Bridge Loan™, empowering homebuyers to buy before they sell. Founded in 2015, it has grown into a trusted partner with 60,000+ loan officers and agents, earning 900+ five-star reviews and an A+ BBB rating.
Execute Relationship Cadence: Maintain consistent, proactive communication with state regulatory boards to understand their missions and constraints.
Tactical Solution Mapping: Translate CE Broker capabilities into specific outcomes tied to agency efficiency and public protection.
Manage Opportunities Through the Lifecycle: Advance opportunities using a consultative approach, aligning implementation timelines with agency deadlines.
Propelus simplifies workforce compliance management across healthcare. As a trusted leader for over 20 years, they deliver seamless compliance solutions to millions, leveraging market-leading technology to simplify complex operations.
Perform supervisory reviews and approvals of client accounts and transactions requiring oversight.
Research and resolve complex account, suitability, and regulatory matters.
Monitor supervisory systems to identify unusual activity and potential risks.
Raymond James is a diversified financial services firm providing wealth management, capital markets, and banking. Founded in 1962, it has a people-first culture and operates across the US, Canada, UK, and Germany.
Review and process residential mortgage documentation to ensure compliance and accuracy.
Collaborate with internal departments to resolve issues and manage fluctuating workloads.
Identify opportunities for process improvements and contribute to operational efficiencies.
Our partner is a financial services company that manages residential mortgage transactions. They offer a remote, inclusive work environment with comprehensive benefits and career development opportunities.
Apply advanced knowledge of Fannie Mae, Freddie Mac, FHA, and VA guidelines to rigorously test mortgage underwriting tools.
Review borrower documentation (income, assets, credit, collateral) and confirm correct application of underwriting rules.
Document test results, flag discrepancies, and recommend solutions to ensure compliance with agency and investor standards.
Ocrolus is an AI workflow and analytics platform for lenders, processing nearly one million credit applications monthly. The company is a remote-first, fast-growing team of builders and problem solvers, with over 400 customers and a culture grounded in empathy, curiosity, humility, and ownership.