Source Job

• Analyzing credit, income, assets, and appraisals.
• Reviewing and clearing loan conditions.
• Collaborating with Doc/Funders and Processing for efficient workflow.

Cascade Financial Services is a trusted lender in Attainable Housing, aiming to help families achieve homeownership through customized mortgage loan solutions. They value teamwork, integrity, excellence, and service, fostering a positive, family-like work environment with a focus on work/life balance.

• Review loan applications and supporting documentation for manufactured housing loans.
• Assess the creditworthiness of borrowers by analyzing financial statements, tax returns, employment history.
• Ensure compliance with lending regulations, internal policies, and underwriting guidelines.

Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience. Our remote-first team is spread across cities and they pride themselves on their commitment to finance happiness through the power of home.

• Review credit and collateral documents to issue lending decisions.
• Perform high-quality jumbo residential mortgage file analysis.
• Provide a written summary of loan findings in credit, income, assets, and collateral.

Sutherland Mortgage Services Inc. is a premier nationwide provider of end-to-end mortgage solutions. With over 30 years of experience, they pride themselves on having a considerate, friendly, diverse and inclusive environment where your career development and work-life balance will be supported.

• Develop and iterate realistic prompts to test the relevance and quality of AI-generated insights.
• Systematically evaluate divergence between professional credit judgment and AI outputs across contexts.
• Translate how credit professionals evaluate borrowers into problems that push the limits of AI reasoning.

Mentis AI works at the intersection of institutional investment expertise and frontier AI systems. Their team combines deep asset management experience with machine learning and applied AI research.

• Analyze financial information of nonprofit borrowers.
• Evaluate financing requests such as working capital and term loans.
• Prepare underwriting summaries and credit memoranda.

B Generous is a fast-growing VC-backed fintech company transforming access to capital for nonprofits and social enterprises. Backed by leading VC funds, banks, and fintech investors, they've built an advanced AI-powered lending marketplace and loan origination platform designed for mission-driven organizations.

• Completes loan file analysis for compliance with guidelines.
• Underwrites credit package and collateral for mortgage loans.
• Checks accuracy of calculations and data integrity.

PRMG is a mortgage company that encourages remote underwriting, allowing employees to work from anywhere in the nation. They value work-life balance and teamwork, fostering a positive environment with a pod system for success and growth.

• Develop realistic prompts to test the relevance and quality of AI-generated insights.
• Systematically evaluate divergence between professional credit judgment and AI outputs.
• Translate credit professional workflows into problems that push the limits of AI reasoning.

Mentis AI operates where institutional investment expertise meets frontier AI systems. Our team blends asset management experience with machine learning and applied AI research, collaborating with leading AI labs to improve how models reason and make decisions in high-stakes financial contexts.

• Performs audit quality review and approval of commercial lease and loan applications.
• Prepares detailed financial analyses of borrowing entity, any corporate guarantors and/or affiliates, and principles in the transaction.
• Trains and mentors less experienced credit officers and analysts.

The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER. They are committed to not discriminating on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment.

• Underwrite residential mortgage loan applications in compliance with guidelines.
• Analyze borrower credit, assets, and income, including complex income scenarios.
• Partner with Loan Officers, Account Managers, and Operations to resolve file-level questions.

Lendz Financial is a residential mortgage lending platform that helps mortgage brokers grow their loan origination volume. They emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times, fostering a collaborative, high-performance culture.

• Respond to scenario questions from loan officers and processors.
• Review credit, income, asset, and property documentation for compliance.
• Research and comprehend complex investor guidelines to recommend loan structures.

The company provides support for scenarios related to Non-QM/Jumbo loans. They are looking for someone to assist their Operations Team by restructuring problematic loans and recommending alternative products/investors.

• A thorough review of loan files to determine deficiencies and/or issues
• Concise and accurate conditioning of loan files
• Meet turn time objectives

They are committed to a supportive, diverse, and inclusive culture, living our values of Rigor, Ownership, Curiosity, Kindness, and "Straight Up" to promote equality and financial empowerment. They are an agile team of thinkers and doers collaborating to change a multi-trillion dollar industry.

• Create and established corporate policies and procedures, job aids; to ensure that Agency and Investor requirements are met for mortgages sold and delivered secured by units within Condominium Projects.
• Compliance support, review all ground leases, (even if not a condo or co-op) within the department as well as any affordable housing and other resale deed restrictions, and private transfer fees when OPS needs assistance.
• Manage Condo Approval Team Analysts, create training modules for all products for different investors, including new hire training on internal databases, workflow and process.

They are responsible for managing the review, decision of review and submission of Condominium and Co-op Projects for all investors the Project Team is responsible to underwrite for. The company offers full time benefits including 401K, paid holidays and paid vacation.

• Responsible for risk selection/rejection, pricing, retention, growth, and profitability.
• Develops a book of commercial surety business with select brokers/agents and maintains effective business relationships.
• Visits producers and principals in order to retain existing accounts, survey exposures, build and maintain business relationships.

Crum & Forster (C&F) provides specialty and standard commercial lines insurance products. They have more than 2000 employees in locations throughout the United States and value inclusivity and diversity.

• Responsible for underwriting Jumbo and Non-Agency loans to meet quality standards.
• Manage individual pipeline, complete complex Underwriting Reviews, and identify document deficiencies.
• Analyze complex income sources, evaluate credit reports, and ensure compliance with guidelines.

AmeriHome Mortgage is a Western Alliance Bank company. With more than $80 billion in assets, Western Alliance Bancorporation is one of the country’s top-performing banking companies.

• Support the Partner Solutions team and contribute to the success of the Pre-Approvals solution for financial institution partners.
• Assist in developing marketing collateral and provide best practices to optimize partner use of the Pre-Approvals solution.
• Collaborate with internal teams to support partner strategies and prepare performance recaps to highlight key results and opportunities.

SavvyMoney is a fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They were recognized as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.

• Help manage team priorities, track program timelines, deliverables, and risks.
• Coordinate internal collaboration and provide marketing insights and reporting.
• Develop monthly D2C campaign assets and analyze trends and results in quarterly reports.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland.

• Responsible for independently executing new and renewal underwriting.
• Develops trusted, respected and lasting relationships with agent partners through visitations and regular connections.
• Plans and budgets for the book of business, tracking and reporting performance to plan, and developing a clear view of market conditions and competitive landscape.

Berkley Luxury Group, an operating unit of W.R. Berkley Corporation, provides tailored insurance solutions for luxury condo, co-op, rental properties, and fine dining restaurants. Employees are considered the most important asset and the company fosters a high-performing culture with strong values.