Proactively provide expert advice on mortgage renewal needs.
Drive the sales process for inbound and outbound customer contacts.
Maintain current knowledge of personal banking and lending products.
BMO is a leading bank committed to building, investing and transforming how they work. As the 8th largest bank in North America by assets, they provide banking, wealth management and investment services to more than 12 million customers.
Manage individual pipeline on a daily basis by completing Conventional loans.
Identify any document deficiencies, request additional information and/or documentation from Clients as needed.
Contact clients to provide updates and clarification on outstanding conditions and deficiencies identified on loans
AmeriHome Mortgage is a Western Alliance Bank company, which is a wholly owned subsidiary of Western Alliance Bancorporation. Western Alliance Bancorporation has more than $80 billion in assets and provides tailored commercial banking solutions and consumer products.
Proactively sell and promote financial solutions based on deep understanding of client needs.
Develop and maintain a consumer client base to facilitate direct sales.
Ensure efficient delivery of services to clients and direct business flow appropriately.
Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify the top-fitting candidates and share this shortlist with the hiring company.
Acting as a mortgage originator for your own pipeline of loans
Maximizing lock and fund conversions for leads provided to you
Building relationships with your buyer’s realtors and keeping them informed throughout the transaction
Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. They leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. They have funded over $100 billion in loans for their customers.
Review loan applications and associated community documents for accuracy.
Communicate effectively with communities via digital avenues.
Perform administrative tasks related to loan processing, including data entry.
Zippy aims to simplify and expedite the online loan process for manufactured homes. With headquarters in Dallas, TX, and an office in Tempe, AZ, their remote-first team provides home loans and insurance to manufactured home buyers across the United States, backed by institutional investors, offering competitive pay, stock options, and excellent benefits.
Guide borrowers through the mortgage loan process, ensuring compliance and providing necessary documentation.
Build referral relationships with top real estate agents, strengthening partnerships and expanding networks.
Drive fully integrated transactions by connecting customers, agents, and the loan process through Zillow’s platform.
Zillow Home Loans is revolutionizing the home financing experience as part of a dynamic and fast-growing FinTech company. The company helps reshape how consumers buy, sell, and finance homes in a collaborative and high-energy environment with a team of innovators and problem solvers.
Execute outbound cold outreach to generate interest and convert prospects into active lending partners.
Host regular meetings and training sessions with loan officers to share updates and optimize use of Knock’s offerings.
Collaborate cross-functionally to deliver a seamless experience for our partners and their customers.
Knock is redefining the home buying and selling experience by providing a simpler way for people to navigate the journey between homes. They are a passionate team of industry experts with a people-first mindset and have been honored as one of Inc.’s Best Workplaces six times.
Process complex residential mortgage loans, ensuring adherence to investor guidelines.
Review and evaluate financial documents, determining debt-to-income and loan-to-value ratios.
Serve as point of contact for customers, addressing inquiries and ensuring documentation completeness.
Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly.
Coordinate all aspects of finalizing the loan closing process.
Communicate with clients, borrowers, internal staff, and outside agencies to facilitate all closing issues in a timely manner.
Review and manage daily reporting and dashboards for CD prep, closings and disbursements.
Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with services they need in connection with a loan. They have an entrepreneurial mindset and are driven and committed to their cultural values: Connect, Collaborate, Communicate, Care, and Celebrate.
Provide financial analysis and accounting support for all servicing-related transactions.
Create and maintain servicing reports, MSR bid tapes, and other portfolio analytics.
Manage new loan boarding into the servicing platform, validating data accuracy.
eLEND modernizes mortgage servicing by combining operational expertise, strong financial controls, and smart technology to support a scalable and compliant mortgage platform. Its team values precision, accountability, and continuous improvement, and every role plays a part in strengthening the borrower and investor experience.
Solve escrow issues without involving the Loan Officer when possible.
Disclose Loans, answer all borrower questions or refer to Loan Officer as needed.
Collect all necessary items needed to prepare the Closing Disclosure (CD), and ensure timely drawing and delivery of the CD in order to meet the expected close of escrow.
Summit Funding, Inc is a privately owned top 50 national mortgage lender. Founded in 1995, they strive to be the best with a growth mindset and positive culture, positioning the company as a leader in the mortgage industry.
Work in a team-oriented environment as a Single Point of Contact on the loan file.
Gather and clear conditions to get the file to closing quickly.
Maintain relationships by offering a high level of service during the loan process.
Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership with customized mortgage loan solutions for the manufactured housing marketplace. They leverage state-of-the-art business automation and skilled professionals, fostering a culture of teamwork, integrity, excellence, and service, with a strong belief in work/life balance and a positive environment.
Understand client needs and provide sales and credit services related to loans for BMO clients or prospects.
Advise clients on borrowing strategies and products that meet their goals.
Perform sales and service activities for the client in accordance with approved procedures.
BMO is driven by a common purpose: To have the courage to make a difference in life, as in business. As the eighth largest bank in North America by assets, they provide personal and commercial banking, wealth management, and investment services to over 12 million customers.
Manage incoming customer calls, providing expert guidance through the loan application process.
Proactively follow up with customers to encourage the completion of loan applications as necessary.
Ensure high levels of customer satisfaction by clearly explaining the features and benefits of Enova's products and services.
Enova International is a leading financial technology company that provides online financial services through our AI and machine learning-powered Colossus™platform. Through our values and our commitment to making Enova an awesome place to work, we maintain an environment of inclusion and culture where our employees can thrive.
Create interest in reverse mortgage program and qualify customers.
Transfer interested customers to sales team and update the CRM.
Longbridge helps seniors unlock the power of their home equity. As a leading provider of home equity solutions, they're committed to helping older homeowners make the most of their assets. They have been named a Great Place to Work® three years in a row.
Process and/or underwrite mortgage loans across their full lifecycle.
Manage a high-volume pipeline while maintaining accuracy and compliance.
Resolve layered risk and guideline conflicts using sound judgment.
Jobgether is a company that connects job seekers with potential employers through an AI-powered platform. They focus on ensuring fair and objective application reviews, so the best-fitting candidates are identified for hiring companies.
Underwrites complex residential mortgage loans and evaluates risk while ensuring quality.
Acts as senior level loan decision authority for most complex portfolio loans.
Approves loans and issues alternatives based on sound judgment and risk tolerance.
Jobgether is a platform helping partner companies with hiring through AI-powered matching. The company seems to embrace modern recruiting practices using AI to streamline the hiring process.
Research and create sales target lists of potential clients.
Manage all incoming client inquiries and Support a dedicated team of sales representatives.
Maintain accurate client data throughout CRM and different systems.
KBRA Analytics, LLC is a premier product platform for high quality data and advanced analytics. They have seasoned teams of industry specialists across each product and provide unparalleled insight creating a foundation of deeper analysis and rapid discovery for users.