Manage all aspects of an assigned Structured Finance portfolio, ensuring compliance with SBA and USDA standards.
Conduct ongoing credit assessments and monitor account performance to identify risks and opportunities.
Build and maintain strong relationships with clients, vendors, and internal partners to support deal flow.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They strive to remove barriers to financial access and promote economic mobility, celebrating a diverse team of problem solvers with a HUMBLE*HUNGRY*SMART culture.
Provide administrative and operational support to mortgage loan originators throughout the loan process.
Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
Maintain organized loan files and verify completeness before forwarding to the processing team.
Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.
Serve as the primary relationship manager for a portfolio of servicing clients and strategic partners.
Oversee servicing operations, transfer initiatives, and operational excellence across assigned portfolios.
Monitor portfolio performance metrics and coordinate with internal teams to drive client experience.
Zippy is a fintech company that provides home loans and insurance exclusively for manufactured home buyers, offering a seamless digital experience. The remote-first team is spread across multiple states, backed by institutional investors, and committed to finance happiness through homeownership.
Support customer requests by phone, chat, and email as a backup when queues are full.
Review accounts for fraud, chargebacks, and FCRA violations, serving as first level escalation.
Prepare reporting, approve refunds, and handle competing priorities to meet business needs.
PeopleFinders.com is an online service for locating, contacting, and verifying people and businesses, owning a vast network of public records data. The company has become one of the largest owners of public records data in the country over the past few decades.
Manage support and processing for small to medium EPCs, handling partner requests via email and chat.
Work with the regional Relationship Manager to understand partner needs and build relationships.
Surface global insights from partner interactions to improve product and partner experience.
Palmetto is a leading clean tech company accelerating the transition to a clean energy future through renewable energy solutions. They foster a promote-from-within culture with a focus on talent development, career growth, and purpose-driven work.
Manage and maintain all aspects of client and agency relationships, ensuring satisfaction and timely issue resolution.
Serve as main point of contact for client inquiries and provide monthly business reviews on trends and SLAs.
Utilize internal and external resources to stay current on industry changes and recommend process improvements.
LoanCare is a leading full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration.
Supports loan boarding and de-boarding processes within Transfer Services
Responds to Client Relations tickets and makes data corrections as needed
Orders, mails, and reviews RESPA or Transfer related letters for loan boarding and offboarding
LoanCare is a leading full-service mortgage loan subservicer, helping customers with home purchase transactions. Backed by Fidelity National Financial, a Fortune 500 company, they offer a culture built on integrity, innovation, and collaboration.
Provide outstanding customer support via email and phone, resolving issues and ensuring a seamless experience.
Monitor live trips, address disruptions, and coordinate alternative solutions for drivers and customers.
Maintain detailed records, escalate critical issues, and collaborate with internal teams to improve operations.
CharterUP is an AI-native platform transforming the $450+ billion group transportation and mobility market. It is a hyper-growth, remote-first company trusted by Fortune 500 companies and recognized as one of the fastest-growing companies by Inc.
Oversee and maintain all aspects of the client relationship.
Serve as main point-of-contact for client inquiries and concerns.
Provide monthly business review for client on trends, SLAs, etc.
LoanCare is a full-service mortgage loan subservicer that delivers excellence to banks, credit unions, and homeowners. Backed by the strength of a Fortune 500 company, it offers a career foundation built on integrity, innovation, and collaboration.
You provide comprehensive support to commercial lenders, managing loan processes from origination to closing and ensuring accuracy and compliance.
You coordinate with internal teams to streamline operations and maintain strong relationships with borrowers and partners.
You handle administrative tasks, CRM management, and reporting to keep your lender on track and drive portfolio success.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business banking services with a focus on sustainability and ethical banking. As a Certified B Corporation with a growing digital presence, they foster a culture of goal-setters and changemakers dedicated to social and environmental impact.
Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
Send documentation requests and review files before submitting for pre-approval.
Manage the Mortgage Advisor's calendar and track lead activity in the CRM.
Better is an AI-native platform rebuilding home finance, having funded over $110B in loans and raised over $1.2B in equity capital. They operate at real scale with a focus on modernizing the mortgage industry.
Resolves incoming customer inquiries and requests related to mortgage loans.
Reaches out to borrowers to resolve payment issues and documents interactions.
Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.
Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.
Own a portfolio of SMB customers, serving as a key point of contact through shared support channels and customer calls.
Develop high-quality onboarding resources, documentation, webinars, and educational content to help customers become productive and self-sufficient.
Support customers in solving complex product and workflow challenges by understanding their needs and recommending effective solutions.
The company is a SaaS provider that helps early-stage businesses adopt and derive lasting value from a complex product. The team is fast-moving, collaborative, and values continuous learning, independent problem-solving, and ownership.
Serve as the first point of contact for customers via calls, email, and chat.
Assist customers with online applications and troubleshooting.
Collaborate with internal teams to resolve issues and maintain accurate records.
Clasp is a venture-backed startup that transforms access to education and career pathways through its platform. It is a Forbes Fintech 50 company and SHRM portfolio company with a culture driven by social impact and innovation.
Deliver exceptional customer service by identifying banking needs and providing accurate guidance on EQ Bank's products.
Handle large volumes of inbound calls and chats while meeting service standards and resolution SLAs.
Own the digital onboarding experience, resolve issues, and escalate complaints to ensure a seamless customer journey.
EQ Bank is a challenger bank serving nearly 4 million Canadians with a wide variety of financial services. We've been challenging traditional banking since 1970 with a culture of curiosity, agility, and empowerment.
Deliver exceptional customer experiences by investigating and resolving complex complaints filed with Bank Partners and Executive Leadership.
Categorize and record all complaints with extreme attention to detail, driving continuous improvement and cross-functional collaboration.
Become a subject matter expert on products, consumer finance policies, and regulatory requirements to improve processes.
Affirm is a financial technology company that provides buy now, pay later services without hidden fees or compounding interest. The company is remote-first with a focus on employee well-being and offers competitive benefits and a strong culture.
Serve as the trusted advisor and liaison between clients and internal teams to manage requests and resolve issues.
Provide timely, results-based customer service through phone and Zendesk ticketing, triaging and escalating as needed.
Track key performance indicators like satisfaction, retention, and revenue growth to drive client success.
Enumerate is a software company that provides community association management solutions. They cultivate a collaborative, client-focused culture dedicated to delivering exceptional service.
Manage a large portfolio of SMB customers, focusing on retention and product adoption.
Build and maintain strong customer relationships, acting as the main point of contact.
Drive customer satisfaction and growth by leveraging AI tools and usage analytics.
Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform for accounting professionals. The company is well-funded, ranked #1 on G2, and has a people-first culture recognized with Great Place To Work certification and Fortune's Best Small Workplaces list.
Serve as a subject matter expert on Entrata's products and consulting processes, guiding clients through implementation.
Develop effective customer relationships to understand business goals and deliver strategic system configuration guidance.
Facilitate smooth handoffs to post-implementation support teams and resolve client concerns professionally.
Entrata is a global leader in AI-driven property management technology, providing an operating system for intelligent leasing, payment, and communication tools. With over 2,200 employees, the company fosters a culture of radical transparency and entrepreneurial energy, recognized by the Silicon Slopes Hall of Fame and Utah Business Fast 50.
Review and manage daily progress reports on outstanding curative pipelines and SLA reports.
Act as a liaison for borrowers, assisting with questions and concerns throughout the title clearance process.
Maintain open communication with team and managers, and support lender relationships.
Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of loan services. The company emphasizes an entrepreneurial mindset and a culture guided by its '5C's' values: Connect, Collaborate, Communicate, Care, and Celebrate.