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• Review and analyze written borrower complaints from regulatory agencies and escalation channels.
• Conduct proactive outreach with de-escalation techniques to restore customer confidence.
• Maintain accurate documentation and ensure compliance with regulatory requirements and company standards.

LoanCare is a leading national provider of full-service mortgage subservicing, serving banks, credit unions, and investors. Backed by Fortune 500 Fidelity National Financial, they subservice over 1.8 million loans and foster a culture of integrity, innovation, and collaboration.

• Prepare and submit mortgage insurance and agency claims in accordance with applicable guidelines.
• Conduct monthly audits and review exception reports to ensure data integrity and identify trends.
• Support resolution of escalated issues, maintain process documentation, and assist training efforts.

Jobgether uses AI-powered matching to connect candidates with hiring companies. They process applications based on legitimate interest and offer remote work flexibility.

• Prepare claim filings for all agencies on acquired or sold properties.
• Complete monthly process control audits and provide results to management.
• Resolve escalations from team members and assist with training for incoming and existing employees.

LoanCare is a national provider of full-service mortgage loan subservicing, serving banks, credit unions, and other mortgage industry partners. Backed by Fortune 500 company Fidelity National Financial, it subservices over 1.8 million loans and fosters a culture built on integrity, innovation, and collaboration.

• Gather required documentation and submit loan files for processing/underwriting.
• Manage pipeline of 50-60 loan closings per month.
• Provide excellent customer service and assist team members with borrower requests.

Knock redefines home buying and selling with its Bridge Loan product, allowing homebuyers to 'buy before they sell'. Founded in 2015, the company has grown to a trusted partner with a network of 60,000+ loan officers and agents, and has been honored as one of Inc.'s Best Workplaces six times.

• Serve as the first point of contact via phone, chat, email, and web-based support portal to provide solutions.
• Research, troubleshoot, and resolve support issues within response and resolution goals, identifying workarounds as needed.
• Maintain detailed call and email records, prioritize issues based on SLAs, and meet customer satisfaction goals monthly.

Mitratech builds world-class products that simplify operations in Legal, Risk, Compliance, and HR functions. For over 35 years, they have served 20,000 global client companies, including 30% of the Fortune 500, and foster a diverse, inclusive culture with great people practices and learning opportunities.

• Manage mortgage loan applications by reviewing documentation, verifying information, and ensuring compliance with product, underwriting, and investor requirements.
• Maintain clear and timely communication with borrowers, loan officers, and stakeholders throughout the loan process.
• Collect, analyze, and validate required documentation, including credit reports, income documents, and appraisals to ensure accuracy and identify issues.

Our partner is a financial services company specializing in mortgage lending and processing. They operate a remote team and focus on accuracy, compliance, and customer experience.

• Conduct detailed post-closing reviews of residential mortgage loan files to ensure accuracy, completeness, and salability.
• Manage post-closing conditions and clear outstanding deficiencies in a timely manner.
• Support loan boarding, shipping, and investor delivery processes as applicable.

Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and tech-based solutions. They are Great Place to Work certified and recognized as a Scotsman Guide Top Workplace, emphasizing a collaborative, high-performance culture.

• Work the general support queue, resolving Tier 1 cases across payroll, taxes, HR, and benefits.
• Ramp quickly on Miter's product, ticketing tools, and knowledge base, resolving tickets independently within weeks.
• Develop a product specialization over time, contributing to team SLAs and handling 60-70% of assigned tickets without escalation by month two.

Miter is on a mission to help construction contractors build with confidence by rebuilding core HR, finance, and operations systems using AI and embedded payments. Since launching in 2021, we've grown to thousands of customers and tens of millions in ARR, backed by top investors like Bessemer, Coatue, and Battery.

• Prepare and submit mortgage insurance claims according to regulatory requirements.
• Conduct audits, resolve escalations, and collaborate with cross-functional teams.
• Assist in training and process improvements to ensure data integrity.

The partner company specializes in mortgage servicing operations. It is an organization that values accuracy, quality, and efficiency in claims-related processes.

• Deliver exceptional borrower support across phone and other channels with clarity, empathy, and accuracy.
• Navigate consumer lending with care, following policies and identifying risks to protect consumer trust.
• Own customer outcomes from first contact through resolution and turn insights into product and process improvements.

Wisetack builds transparent consumer lending products for service-based businesses like HVAC, veterinary, and auto repair. Backed by top VCs and with $84M in funding, they have earned a strong culture reputation and numerous growth awards.

• Provide high-level customer service by responding to telephone or email inquiries and resolving problems including fraud support and internet operations.
• Act as a liaison between customers and various departments to resolve complex issues while navigating multiple computer systems.
• Obtain thorough knowledge of products, services, rates, terms, fees, and applicable regulations.

U.S. Bank helps customers and businesses make better financial decisions and enables communities to grow. It is a large financial institution offering a wide range of career opportunities and a collaborative culture.

• Professionally respond to inquiries via phone, email, and chat to maximize brand reputation.
• Own complex inquiries and account-level issues requiring judgment and cross-functional coordination.
• Serve as a go-to resource for procedural questions, mentor new hires, and contribute to process improvements.

Integrated Specialty Coverages is a technology and data-driven commercial MGA and insurance wholesaler. Backed by private equity firm Onex Partners, the company is a growth-stage Insurtech with a digitally focused team.

• Manage and resolve complex investor suspense files to ensure timely investor purchase.
• Investigate root causes of post-closing issues and validate documentation with underwriting knowledge.
• Collaborate with cross-functional teams to unblock stalled files and ensure compliance.

Jobgether is a job matching platform that uses AI to connect candidates with hiring companies. They operate in a remote-first environment with a focus on innovation and employee support.

• Process complex residential mortgage loans, including conventional, non-conforming, government, and housing agency types, ensuring adherence to investor guidelines.
• Analyze loan documentation, evaluate debt-to-income ratios, and coordinate timely submission to underwriting and closing.
• Serve as liaison between Loan Officers, customers, and Underwriters, resolve inquiries, and issue commitment letters.

Fulton Bank is a financial institution offering banking and mortgage services. The company fosters a culture of continuous learning, work-life integration, and inclusion, with a focus on making a positive community impact.

• Assist in processing applications for submission to underwriting, ensuring data integrity in the loan origination system.
• Work with loan officers, borrowers, underwriters, and title companies to gather conditions and clear loan conditions for final approval.
• Upload file documentation into the LOS and perform other mortgage-related tasks as assigned.

We are a leading provider of home equity solutions for seniors, helping them unlock the value of their homes. We have been named a Great Place to Work for three years in a row, with a culture that values enjoyment and collaboration.

• Serve as a subject matter expert on consumer financial protection laws and regulations, issue management, and complaint management.
• Supervise, coach, and develop junior compliance team members while driving development and execution of remediation plans.
• Provide risk-based compliance guidance to product, operations, and business teams on applicable laws and regulations.

Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering crypto products and services in over 70 countries. As a publicly traded company, Gemini is committed to unlocking the next era of financial, creative, and personal freedom.

• Act as a primary point of contact for client inquiries via email and phone, handling professional correspondence with speed and clarity.
• Manage daily account intake processes, including data validation and strict accuracy checks to ensure compliance.
• Support front-line collections by handling settlement offers, account instructions, and maintaining data integrity across systems.

Sentry Credit, a wholly owned subsidiary of TrueAccord, combines machine learning with a human-based approach to transform debt resolution and financial health. With over 30 years of legacy and a world-class team, they serve millions of consumers annually.

• Provide departmental leadership and manage the Client Relations staff to ensure client satisfaction.
• Oversee client accounts, monitor training, and serve as point of contact for escalated issues.
• Track trends, conduct performance reviews, and maintain departmental policies and procedures.

LoanCare is a leading national provider of full-service mortgage subservicing, serving banks, credit unions, and investors. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and foster a culture of integrity, innovation, and collaboration.

• Respond to inbound and outbound calls to provide technical support and answer how-to questions for software, services, and equipment.
• Document inquiries and resolutions in CRM systems, escalating issues as needed while following company procedures.
• Meet or exceed department performance metrics and maintain technical proficiency through continued education.

Patterson Companies provides dental and veterinary products and services to professionals. With over 8,000 employees worldwide, they foster a people-first, always advancing, and results-driven culture.

• Respond to client inquiries via phone, email, chat, SMS, and ticketing systems in a supportive, professional manner.
• Resolve non-technical issues using approved workflows and collaborate with other CSRs to handle complex cases.
• Analyze borrower needs, guide them through program options, and accurately document all interactions.

PeopleJoy provides managed education benefits software for employers. The company has a diverse team united by a shared drive to help others and values progress over perfection in a supportive culture.