Process DSCR and investor mortgage loans from initial disclosure through closing.
Review, verify, and organize borrower, property, and third-party documentation to ensure complete loan files.
Collaborate with loan officers, underwriters, and vendors to track milestones and resolve issues.
Truehold is a leading platform at the intersection of real estate and finance, with 200+ employees operating across 15+ markets. We are building a best-in-class mortgage operation focused on investor and DSCR lending, combining institutional rigor with startup speed.
Manage all multi-disbursement SBA 7(a), USDA, and 504 term loans, including construction monitoring, inspections, and disbursement activities.
Ensure compliance with SBA SOP, credit approval terms, construction budgets, and internal risk controls while safeguarding bank collateral.
Coordinate with borrowers, contractors, inspectors, and internal teams to provide clear communication and resolve issues efficiently.
Fulton Bank is a community bank that provides financial services, including SBA lending and construction loan administration. The company fosters a culture of continuous learning, work-life integration, and inclusion, with a digitally enabled work environment.
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.
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.
Develop and manage relationships with small to mid-size business clients to generate SBA 7(a) lending opportunities.
Prepare and present credit analyses and lending recommendations to support local communities.
Actively market and originate SBA loans while managing portfolio performance and compliance.
Banner Bank is a community bank offering personal and business banking across the Pacific Northwest. With over $16 billion in assets and 135 branches, it has been Great Place to Work Certified and named one of Forbes Best 100 Banks in America for nine consecutive years.
Deliver an exceptional borrower and retailer experience through timely, transparent communication and document management.
Analyze complex credit files, ensure compliance with portfolio guidelines, and prepare loan files for underwriting.
Collaborate with underwriters, loan officers, and closing departments to streamline the loan process from intake to funding.
Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage loan solutions tailored to the manufactured housing marketplace. The company fosters a team-oriented culture with a focus on work/life balance, integrity, and excellence.
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.
Supports Commercial Loan Officers in managing existing commercial credit relationships and new lending opportunities.
Underwrites, structures, and documents complex commercial loans, including annual reviews and risk assessments.
Monitors portfolio performance, identifies cross-sell opportunities, and ensures compliance with regulations.
Peak Credit Union is a financial institution focused on serving members and local communities. It is a mid-sized employer with a culture that emphasizes teamwork, customer service, and professional development.
Drive the construction of reusable assets including an end-to-end commercial lending lifecycle blueprint and detailed workflow maps.
Map personas, systems, handoffs, data dependencies, and breakdown points across origination, fulfillment, closing, servicing, and portfolio management.
Deliver a golden deal library, validation rubric, and product readiness review to ensure AI performance and customer-facing credibility.
JazzX AI builds AI-native digital workers for complex, regulated enterprise workflows, starting with lending and due-diligence. Headquartered in Los Altos, CA, it is backed by SAIGroup, which has committed $1B to scale AI-powered enterprise software and employs 4,000+ people worldwide.
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.
Analyze and render home loan lending decisions consistent with STCU policies, product details, and secondary market investor guidelines.
Mentor and support other underwriters while working independently as a senior team member.
Ensure compliance with regulatory standards and maintain strong communication skills in conveying loan decisions.
STCU is a top-performing credit union focused on helping members achieve financial goals, with core values of joyfulness, generosity, belonging, goodness, and striving. The company has been named one of Fortune Magazine’s Great Places to Work and looks for employees with a strong desire to serve others and a fun-loving attitude.
Partner with Loan Originators and Realtors to support the full loan lifecycle from application to close.
Manage a pipeline of various loan products including conventional, FHA, VA, USDA, and reverse mortgages.
Ensure accuracy and compliance by reviewing documents, gathering conditions, and coordinating closings.
We offer a best-in-class mortgage experience focused on helping clients achieve homeownership. As part of the PLACE family, we maintain high standards and a driven team committed to exceptional service.
Manage team of employees responsible for collections, client invoicing, and HUB operations.
Ensure quality and productivity goals are met while maintaining audit quality.
Develop and maintain client relationships and identify process improvements.
ServiceLink is a mortgage services company that helps clients in the lending industry achieve strategic goals through technology and services. The company is committed to equal opportunity and offers ongoing training and support for employee advancement.
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.
Underwrite a full spectrum of lending products with a focus on acceptable credit risk and risk-return relationships.
Collaborate with Business Development Officers to provide consultative credit perspectives and manage the underwriting process through closing.
Analyze financial statements, collateral, and debtor information to prepare credit narratives for approval committees.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity. They are a team of problem solvers and innovators who celebrate differences and embrace a HUMBLE*HUNGRY*SMART approach.
Coordinate domestic and international shipments with freight forwarders and ensure smooth order fulfillment.
Prepare and maintain commercial shipping documentation and classify products using HS Codes.
Update and maintain data across ERP systems and assist with operational reporting and process improvements.
Assist World connects businesses with skilled virtual assistants globally. They are a remote-first company offering flexible opportunities and small-team culture with unique perks.
Prepare real estate loans for closing and ensure conformance with underwriting guidelines.
Perform post-audit reviews and coordinate trailing documents to investors.
Provide exceptional customer service to internal and external stakeholders.
This company is a mortgage lender specializing in residential real estate loans. It is a large organization with a focus on compliance and quality control.
Investigate credit and financial information for prospective and existing commercial clients.
Analyze business and personal financial statements, tax returns, cash flow, collateral, and sources of repayment.
Prepare credit approval packages, spreadsheets, summaries, and written analyses for loan decision makers.
Banner Bank provides financial services to individuals and businesses, with over $16 billion in assets and 135 branches across four states. It has a strong culture focused on core values and was recently Great Place to Work Certified.
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.