Responsible for marketing lending products to prospective brokers/bankers.
Manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.
Performs initial contact to prospect new mortgage brokers/bankers and coordinates broker approval process.
Assemble application data and submit complete packages.
Act as a liaison between Loan Officer, client, and operations.
Follow up with clients on missing documentation.
KeyCorp is committed to helping clients, colleagues, and communities thrive. They offer a flexible, inclusive work environment with opportunities for growth. They are an Equal Opportunity Employer committed to sustaining an inclusive culture.
Proactively provide expert advice on mortgage renewal needs.
Drive the sales process for inbound and outbound customer contacts.
Maintain current knowledge of personal banking and lending products.
BMO is a leading bank committed to building, investing and transforming how they work. As the 8th largest bank in North America by assets, they provide banking, wealth management and investment services to more than 12 million customers.
Identify, develop and deliver product and platform development initiatives.
Support and collaborate cross-functional Wholesale initiatives and projects.
Create and implement product, operational and technical efficiencies and policies.
Longbridge helps seniors unlock their home equity with home equity solutions. They have an "Excellent" rating on Trustpilot and have been named a Great Place to Work® three years in a row.
Interview and process first mortgage loan applications, ensuring accurate information.
Develop working knowledge of Government (FHA/VA) lending guidelines and procedures.
Deliver quality service to members in order to develop and nurture real estate relationships and increase referrals.
STCU is a growing regional organization rated one of the top-performing credit unions in the nation, and named as one of Fortune Magazine’s Great Places to Work. They look for employees who have a strong desire to serve others and are lifelong learners committed to working hard.
Process applications for CTC submission to underwriting and clear loan conditions for final approval to submit to closing.
Work with partners, loan officers, borrowers, underwriters, closers, AMC’s and title companies to obtain conditions.
Reviewing and uploading file documentation into LOS and accurately clearing applicable loan conditions.
Longbridge is passionate about helping seniors unlock the power of their home equity by providing home equity solutions. They have been named a Great Place to Work® three years in a row, with a team that enjoys open communication and collaboration.
Process and/or underwrite mortgage loans across their full lifecycle.
Manage a high-volume pipeline while maintaining accuracy and compliance.
Resolve layered risk and guideline conflicts using sound judgment.
Jobgether is a company that connects job seekers with potential employers through an AI-powered platform. They focus on ensuring fair and objective application reviews, so the best-fitting candidates are identified for hiring companies.
Manage a team of Underwriters for our Wholesale HECM channel.
Provide credit decisions and recommendations for complex situations.
Review and develop underwriting guidelines to ensure compliance.
Longbridge helps seniors unlock their home equity. They have an "Excellent" rating on Trustpilot and have been named a Great Place to Work® three years in a row.
Contact borrowers via phone and email to facilitate the loan application process.
Collect required documents from customers during the application and move the transaction through the underwriting process.
Utilize strong communication and critical thinking skills to quickly engage borrowers and drive the transaction to close in 1 to 2 calls.
Achieve is a digital personal finance company that helps people move from struggling to thriving by providing innovative, personalized financial solutions. They have over 2,500 employees mainly working hybrid jobs, with some remote opportunities available in the United States, with hubs in Arizona, California, and Texas.
Foster a high-performance culture while mitigating risks.
Drive process improvements and help maintain the organization's reputation.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Develop a comprehensive sales plan to meet or exceed quota.
Proactively initiate contact with potential customers to expand business relationships.
Record all customer account information in the CRM.
Hyland is a company that provides a content services platform, helping employees, customers, and partners exceed their potential. The company has nearly 4,000 employees and has an employee-centric culture, supporting them through career development resources, wellbeing programs, and innovation practices.
Coordinate preparation of assignment and lien release documents based on client instructions.
Facilitate and track finalized documents to appropriate recording authorities and monitor recording status.
Communicate professionally with clients regarding document status, requirements, and timelines.
Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Their entrepreneurial mindset allows them to differentiate themselves in the market through continuous improvement and innovation.
Manage team to meet corporate and departmental objectives.
Enforce company policies and procedures and identify issues that may require counseling with HR.
Manage workload issues within teams/clients and propose and implement efficiency initiatives.
Mortgage Connect is a national mortgage service provider that specializes in assisting mortgage lenders. Their entrepreneurial mindset allows them to differentiate themselves through continuous improvement, innovation, and a diversified suite of product offerings.
Contact new and existing brokers to explain features and benefits of our programs.
Compile, organize and relay crucial information to close quotes.
Maintain producer marketing database.
Integrated Specialty Coverages, LLC (ISC) is a growth-stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse.
Evaluate the credit risk of prospective loans and sponsors.
Prepare narrative summarizing loan terms, property, market, and risks.
Manage due diligence, provide training, and coordinate loan packages.
Colliers provides expert advice to property occupiers, owners, and investors, leading the industry into the future. They invest in relationships to create enduring value and attract/develop industry leaders, empowering them to drive exceptional results.
Drive profitable revenue growth through new business development and effective account management.
Build and manage a robust sales funnel; proactively prospect, cold call, and close new accounts.
Act as a business consultant to customers, offering tailored product recommendations and pricing strategies.
Formerra is a preeminent distributor of engineered materials, connecting polymer producers with OEMs and brand owners across healthcare, consumer, industrial, and mobility markets. Powered by expertise, they bring a distinctive combination of portfolio depth, supply chain strength, and industry knowledge.
Personally source and build pipeline through broker relationships and broker-led opportunities
Lead broker-influenced and broker-sourced sales cycles from first touch through close
Build trusted, long-term relationships with brokers and producing advisors
Candidly, founded in 2016, aims to revolutionize college planning, borrowing, repayment, and saving. They are a Series B startup with a fully remote, international team of 70+ alumni from companies like Google, UBS, and Twitter, offering an AI-driven student debt and savings optimization platform.
Processes applications, policies, endorsements, and other items related to client servicing.
Assists clients with policy coverage, exclusions, and related questions.
Conducts the renewal process, including exposure analysis and market comparisons.
EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry. Founded in 2007 and headquartered in San Francisco, our company has over 3,000 employees nationwide, supporting clients' regional and global needs.