Actively monitor and manage team pipelines to ensure loans stay efficient and close on time.
Serve as the go-to person on portfolio guidelines, answering scenario questions and helping with underwriting issues.
Support team development through training, feedback, and managing daily operations and complaints.
Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage loan solutions for the manufactured housing marketplace. The company has grown since 1999 and fosters a culture focused on teamwork, integrity, excellence, and service, with a family-like work environment.
Facilitate weekly in-person client meetings to build strong relationships and facilitate change management.
Identify opportunities to adjust client processes to maximize Ocrolus footprint.
Operate as the central point of contact for assigned customer base.
Ocrolus is an AI workflow and analytics platform for lenders, processing nearly one million credit applications every month. Trusted by over 400 customers, they are a fast-growing, remote-first company focused on AI innovation in fintech.
Lead the entire processing department, owning strategy for processing, junior processing, and training functions.
Manage managers, set direction, remove roadblocks, and design department operations for efficiency.
Use data to track production, turn times, quality, and capacity, and rebalance work across teams.
Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage solutions for manufactured housing. The company has grown since 1999 and values teamwork, integrity, excellence, service, and work/life balance.
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.
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.
Perform upfront file structuring and maintain pipeline retention to ensure loans are properly positioned for successful processing and closing.
Review and provide guidance on complex loan scenarios, including LESA and TISA exceptions, Financial Assessments, Trusts, Residual Income calculations, and more.
Partner with Sales, Operations, and Underwriting teams to resolve structuring challenges and deliver training.
Longbridge Financial is a leading provider of home equity solutions for seniors, helping older homeowners access the value in their homes. They have been named a Great Place to Work three years in a row and prioritize a culture where employees enjoy their work.
Lead quality assurance and monthly audits within the Underwriting department, mentoring the team and identifying process gaps.
Manage loss mitigation pipeline, review foreclosure sale date reports, and ensure all files with sale dates are addressed.
Handle escalated calls, written correspondence, and new hire training to uphold investor and client guidelines.
LoanCare is a leading national provider of full-service mortgage loan subservicing, supporting banks, credit unions, and homeowners. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and foster a culture of integrity, innovation, and collaboration.
Drive the full sales cycle for mortgage prospects, acting as a product advisor and consultative seller.
Manage complex buying committees and expand accounts by identifying new use cases.
Collaborate with Product and Solutions Engineering to scope integrations and bring customer feedback.
Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data. The company is backed by Kleiner Perkins and is an approved verification vendor for Fannie Mae and Freddie Mac.
Handle 100% inbound calls from pre-screened homebuyers and refinancers.
Consult with borrowers to understand mortgage needs and present suitable loan options.
Work with in-house processing and underwriting teams to ensure timely closings.
New American Funding is a mortgage lender that provides 100% inbound leads to consumer direct loan officers. They have a high-performing sales team and a culture focused on closing loans and building client relationships.
Manage, coach, and develop department operations and staff to maximize homeowner outcomes.
Ensure consumer complaint responses comply with state/federal regulations and CFPB requirements.
Oversee investor reporting, budgeting, vendor management, and policy development for mortgage resolution.
LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, it offers a career foundation built on integrity, innovation, and collaboration.