Source Job

• Process commercial financing applications, including SBA loans, working capital, and equipment financing.
• Review and validate borrower documentation to ensure accuracy and compliance.
• Coordinate with lenders and stakeholders to monitor funding milestones and resolve workflow issues.

Jobgether is an AI-powered platform that uses matching technology to connect candidates with job opportunities. It fosters a collaborative global contractor community and provides continuous support and training.

• Lead and manage a team of closing specialists, providing coaching and performance feedback.
• Oversee borrower management throughout the closing and funding lifecycle, ensuring efficient execution.
• Develop and implement strategies to improve productivity, operational efficiency, and revenue performance.

This company is a financial services organization that provides small business lending solutions, guiding borrowers through the loan closing process. They offer a virtual work environment with a focus on operational excellence and professional growth.

• 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.

• Manage your own pipeline of loans from submission to closing, ensuring accuracy, completeness, and speed.
• Communicate proactively with borrowers, loan officers, and contractors to gather documentation and resolve conditions.
• Prepare files for underwriting by verifying income, assets, credit, and property documentation.

RenoFi is a renovation lending platform that empowers homeowners to borrow based on after-renovation value. They are a small, collaborative team inside a fast-growing fintech lender with a remote-first culture, having financed over $1 billion in renovation projects.

• 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.

• 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.

• Review application and rate lock documentation, ensuring all rate lock items are received prior to rate lock.
• Coordinate with closers on commitment and closing phases, tracking post-closing documents and resolving issues across platforms.
• Record loan and closing information in OmniView and reconcile good faith accounts.

Berkadia is a commercial real estate mortgage banking platform, consistently ranked among Fannie Mae, Freddie Mac, and HUD's top lenders. The company is integrated with investment sales and servicing platforms, fostering a people-first culture with a nationwide network of industry professionals.

• 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.

• Support Loan Officers throughout the loan lifecycle, from application through funding, by managing pipelines and coordinating with borrowers and Operations.
• Prepare, deliver, and track required disclosures, review loan files for completeness, and identify missing conditions.
• Help improve borrower experience through responsive, proactive communication and escalation of issues that could delay closing.

Truehold is one of the nation's leading real estate investment platforms with over 200 employees across 15+ markets, rapidly expanding its mortgage division. The company focuses on transforming investor and residential lending with an entrepreneurial team culture centered on speed, execution, and customer experience.

• 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.

• 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.