Guide borrowers through the mortgage loan process, ensuring compliance and providing necessary documentation.
Build referral relationships with top real estate agents, strengthening partnerships and expanding networks.
Drive fully integrated transactions by connecting customers, agents, and the loan process through Zillow’s platform.
Zillow Home Loans is revolutionizing the home financing experience as part of a dynamic and fast-growing FinTech company. The company helps reshape how consumers buy, sell, and finance homes in a collaborative and high-energy environment with a team of innovators and problem solvers.
Coordinate all aspects of finalizing the loan closing process.
Communicate with clients, borrowers, internal staff, and outside agencies to facilitate all closing issues in a timely manner.
Review and manage daily reporting and dashboards for CD prep, closings and disbursements.
Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with services they need in connection with a loan. They have an entrepreneurial mindset and are driven and committed to their cultural values: Connect, Collaborate, Communicate, Care, and Celebrate.
Solve escrow issues without involving the Loan Officer when possible.
Disclose Loans, answer all borrower questions or refer to Loan Officer as needed.
Collect all necessary items needed to prepare the Closing Disclosure (CD), and ensure timely drawing and delivery of the CD in order to meet the expected close of escrow.
Summit Funding, Inc is a privately owned top 50 national mortgage lender. Founded in 1995, they strive to be the best with a growth mindset and positive culture, positioning the company as a leader in the mortgage industry.
Manage individual pipeline on a daily basis by completing Conventional loans.
Identify any document deficiencies, request additional information and/or documentation from Clients as needed.
Contact clients to provide updates and clarification on outstanding conditions and deficiencies identified on loans
AmeriHome Mortgage is a Western Alliance Bank company, which is a wholly owned subsidiary of Western Alliance Bancorporation. Western Alliance Bancorporation has more than $80 billion in assets and provides tailored commercial banking solutions and consumer products.
Work in a team-oriented environment as a Single Point of Contact on the loan file.
Gather and clear conditions to get the file to closing quickly.
Maintain relationships by offering a high level of service during the loan process.
Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership with customized mortgage loan solutions for the manufactured housing marketplace. They leverage state-of-the-art business automation and skilled professionals, fostering a culture of teamwork, integrity, excellence, and service, with a strong belief in work/life balance and a positive environment.
Oversees and executes the digital signing ceremony.
Hosts digital closings via video call and guides borrowers.
Facilitates remote online notary services and answers questions.
Zippy's helps borrowers through providing digital signing ceremony. They ensure a lasting positive impression as borrowers finalize significant purchases.
Process complex residential mortgage loans, ensuring adherence to investor guidelines.
Review and evaluate financial documents, determining debt-to-income and loan-to-value ratios.
Serve as point of contact for customers, addressing inquiries and ensuring documentation completeness.
Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly.
Underwrites complex residential mortgage loans and evaluates risk while ensuring quality.
Acts as senior level loan decision authority for most complex portfolio loans.
Approves loans and issues alternatives based on sound judgment and risk tolerance.
Jobgether is a platform helping partner companies with hiring through AI-powered matching. The company seems to embrace modern recruiting practices using AI to streamline the hiring process.
Review and file legal documents using internal systems and email
Participate in ongoing training to expand knowledge of industry and process
Investigate discrepancies as they arise
Kestell Company REALTORS facilitates the production process of accurate documentation provided to their process servers team. They value attention to detail and teamwork.
Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.
Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.
Execute outbound cold outreach to generate interest and convert prospects into active lending partners.
Host regular meetings and training sessions with loan officers to share updates and optimize use of Knock’s offerings.
Collaborate cross-functionally to deliver a seamless experience for our partners and their customers.
Knock is redefining the home buying and selling experience by providing a simpler way for people to navigate the journey between homes. They are a passionate team of industry experts with a people-first mindset and have been honored as one of Inc.’s Best Workplaces six times.
Preparing and submitting insurance company filings to ensure timely approval.
Utilizing software to manage filing projects and tasks.
Acting as a liaison between the Client and state insurance departments to resolve filing issues.
Perr&Knight provides insurance consulting and software solutions to the property & casualty and life, accident & health industries. They have over 150 insurance professionals and their mission is to provide extraordinary value to their clients while providing a positive and motivating work environment.
Review submitted scope of work documents and conduct due diligence using photos and third-party inspection data.
Analyze proposed construction projects, including reviewing project plans and examining permit requirements.
Deliver analysis to the Valuation Department and collaborate with them to resolve specific areas of concern in the project.
Kiavi is a private lender to residential real estate investors, using data and technology to provide capital. They have over 450 employees and have won awards like Forbes Fintech 50 and Fast Company’s Most Innovative Companies.
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.
Support senior leaders and team and serve as a flexible resource across Medical Affairs projects.
Manage schedules, including calendar management, meeting scheduling, travel arrangements and expenses.
Assist with the preparation of presentations, and other materials as needed.
Mineralys Therapeutics is a clinical-stage biopharmaceutical company focused on developing medicines to target hypertension and related comorbidities. Mineralys is a fully remote company with employees working collaboratively.
Assist with reviewing applications and resumes for open requisitions
Learn and execute sourcing best practices through LinkedIn and other platforms
Help coordinate interview scheduling and candidate communication
Mercer Advisors integrates financial planning, investment management, tax, estate, and insurance, all managed by a single team, to help families amplify and simplify their financial lives. Proudly serving over 31,300 families in more than 90 cities across the U.S., Mercer Advisors attracts top talent from across the country, with no formal headquarters and flexible working arrangements.