Acts as the bank’s primary representative with all parties involved in the closing process.
Identifies, collects, and reviews all items and documents required for closing.
Engages and interfaces with legal counsel during preparation of closing documents.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make everyone stronger and well-positioned for success.
Support the customer journey from application to funding, providing an overview of Knock's products and assisting through to closing.
Manage a pipeline of approximately 30 loan closings per month by gathering required documentation and ensuring compliant disclosures.
Deliver excellent customer service by being responsive to internal and external needs and working autonomously in a remote, tech-enabled environment.
Knock is redefining the home buying and selling experience with products like the Knock Bridge Loan, which helps homebuyers purchase a new home before selling their current one. Founded in 2015, it is a remote-first, people-first company honored multiple times as a Best Workplace, backed by top investors, and trusted by a network of over 60,000 loan officers and agents.
Originates residential mortgage loans and manages a sales team.
Markets loan products to real estate agents and prospective homebuyers.
Maintains customer service and manages applicant expectations.
Capital Bank N.A. offers commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands. They have over $3 billion in assets and have been named one of the "Best Banks to Work For" in the U.S. by American Banker.
Assist Senior Loan Processors in gathering and organizing loan file information.
Make timely follow-up calls to quickly compile accurate file information.
Work with vendors, title companies, and banks to gather necessary loan file information.
Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership through tailored mortgage loan solutions. Since 1999, they've grown leveraging automation and skilled professionals.
Prepare and file mortgage insurance claims, reconciling advances and validating supporting documents.
Maintain clear records and reports for management, assist with updating workstations, and track claim payments.
Conduct research, manage a task queue, and communicate effectively to work independently and meet deadlines.
LoanCare is a leading full-service mortgage loan subservicer for banks, credit unions, and other financial institutions, supporting over 1.8 million loans. Backed by Fortune 500 company Fidelity National Financial, it offers a culture built on integrity, innovation, and collaboration, providing resources for employee growth and flexibility.
Educate homeowners about Home Equity Investment terms and address their questions.
Manage a pipeline of homeowners through the transaction process, ensuring efficiency.
Utilize a comprehensive tech stack to track homeowner statuses and interactions.
Splitero helps homeowners access their home equity without monthly payments. They foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued.
Become a Vesta product expert, understanding how to test all functionality within the platform, and diligently document test cases with a high attention to detail.
Work with our partner integrations team to help configure our integrations and map data across platforms.
Partner with our customer implementation team to create canonical documentation around all aspects of both loan fulfillment workflows and the nuances of our product.
Vesta is rebuilding the mortgage LOS from the ground up with an AI-augmented platform, aiming for a fully automated mortgage lending process. They've raised $55M from top tier investors and value humility, empathy, self-awareness, and an orientation towards action in their small but mighty team.