Preparing files for underwriter review for homeowners who have applied for a Home Equity Investment (HEI).
Proactively communicating with homeowners, teammates, and third-party vendors to discuss file-related items.
Managing and prioritizing a pipeline of homeowners in various stages of the approval and funding process.
Splitero helps homeowners access their home equity without monthly payments. They are committed to revolutionizing the real estate industry while helping families in need, fostering a culture of transparency, innovation, and inclusivity, where every voice is heard.
Engage with inbound leads to provide compliant information and guide homeowners through the application process.
Serve as single point of contact from first call to close, coordinating with internal teams to keep applications moving.
Manage pipeline using Salesforce and proprietary tools while meeting monthly and quarterly sales goals.
Hometap offers a home equity investment product that lets homeowners access equity without debt. The company has been recognized by The Boston Globe and Forbes as a great place to work, with a collaborative, passionate culture and a focus on innovation in fintech.
Assist the day-to-day supervision of Processors and Junior Processors.
Provide service and quality processing of loan files.
Ensure compliance with LBF’s policies and secondary market requirements.
Longbridge is passionate about helping seniors unlock their home equity. As a leading provider of home equity solutions, they're committed to helping older homeowners make the most of what they’ve worked hard to build. Longbridge has earned a reputation for making it easy to access home equity.
Collecting, reviewing, and organizing essential financial documentation from clients with accuracy and timeliness.
Building and maintaining strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
Addressing client questions related to BHG, our financial products, and the loan origination process.
BHG Financial provides financial solutions to accomplished professionals, small businesses, and institutions. They are dedicated to helping clients build upon their success through innovative financial solutions and a hassle-free process. BHG Financial has an award-winning culture.
Manage the full lifecycle of a high-volume bridge loan portfolio from funding through payoff, ensuring exceptional borrower service and compliance.
Partner with title companies and borrowers to track closings, issue payoff statements, and monitor loans approaching due dates weekly.
Propose process improvements, lead special projects, and prepare portfolio reports on delinquency, payoff volume, and health metrics for management.
Knock redefines home buying and selling with the Knock Bridge Loan™, empowering homebuyers to 'buy before they sell' by unlocking home equity. Founded in 2015, the company has grown into a trusted partner for thousands of homebuyers and a network of 60,000+ loan officers, backed by top investors and earning 900+ five-star reviews.
Educate homeowners about Home Equity Investment terms and address their questions.
Manage a pipeline of homeowners through the transaction process, ensuring efficiency.
Utilize a comprehensive tech stack to track homeowner statuses and interactions.
Splitero helps homeowners access their home equity without monthly payments. They foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued.
Handle a queue of loan applications, ensuring compliance with quality standards.
Receive inbound calls and initiate outbound calls to verify loan application details.
Resolve customer issues efficiently through phone, email, or fax communication channels.
Enova International is a leading financial technology company that provides online financial services through their AI and machine learning-powered Colossus™platform. They serve non-prime consumers and businesses alike, while offering world-class technology and services to traditional banks, with a values-driven organization at its core.
Prepare and review closing documents including Closing Disclosures, Notes, and Mortgages.
Collaborate with title companies and attorneys to ensure accurate and compliant closing packages.
Verify loan terms match final underwriting approval and coordinate fund disbursement.
Better is rebuilding home finance as an AI-native platform, turning a weeks-long process into seconds. With over $110B in loans funded and $1.2B+ raised, they operate at scale while rethinking homeownership from the ground up.
Serve as the primary point of contact for an assigned portfolio of servicing clients, investors, and business partners.
Build and maintain strong client relationships through proactive communication, operational support, and strategic partnership.
Partner with internal servicing teams to ensure timely and accurate execution of servicing obligations and portfolio deliverables.
Zippy aims to simplify the manufactured home loan process through an online platform. They are a remote-first team headquartered in Dallas, TX, and offer competitive pay, stock options, and excellent benefits, backed by institutional investors.
Lead Underwriting, Processing, and Closing to drive revenue through origination, quality, velocity, and homeowner experience.
Manage and develop production leaders, building capabilities in performance management, coaching, and resource planning.
Establish operational goals, monitor metrics, and implement solutions to improve capacity, efficiency, and team effectiveness.
Splitero helps homeowners access home equity without monthly payments through a win-win financing product. Founded by Michael Gifford and David Zvaifler, the company fosters a culture of transparency, innovation, and inclusivity.
Own and optimize the end-to-end customer implementation and onboarding experience for home lending customers.
Manage integrations and strategic relationships with third-party mortgage technology platforms.
Partner directly with lenders and enterprise customers to gather business and technical requirements.
Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. Backed by $30M from top investors like Kleiner Perkins and NYCA, they’re disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach.