Source Job

• 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.

• Assist with pre-close and post-close document preparation and tasks.
• Coordinate the collection of key documents and information from customers and external providers.
• Manage data and document storage, transmitting, scanning, and filing into appropriate systems.

Orchard simplifies the way people buy and sell their homes. They have over 150 employees across the US and have financing from top-tier investors.

• Responsible for document re-signs (Wet signatures, DocuSign, collateral resigns, re-recording re-signs), will also obtain more lower-level documentation like ID’s/DL’s, etc.
• Must be customer service oriented.
• Resolving customer service issues by providing incentives and escalating matters to legal or customer service corporate when needed.

They are customer service based. The company is full time with a drug-free workplace.

• Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
• Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
• Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

• Answer inbound inquiries and prospect calls from web chat and call centers
• Utilize multiple methods of contact (text messaging, e-mails, phone calls) to reach prospective sellers
• Set appointments for Real Estate Consultants to continue the sales process

House Buyers of America is a residential real estate investment company founded in 2001. They buy, renovate, and resell a high volume of homes, offering a guaranteed, fast, and hassle-free sale. They are a fast growing company and a member of the Inc 5000 list that has expanded to 44 states and Washington DC.

• 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.

• Coordinate with event hosts to confirm virtual event logistics and technical needs.
• Support live events by managing chat, assisting speakers, and running promotions.
• Maintain event listings to ensure accuracy across platforms; execute repeatable processes.

Leland is dedicated to making expertise accessible, connecting people with coaching, content, and courses to achieve ambitious career and education goals. Since 2021, they've assisted many individuals, secured $19M in funding, and emerged as an educational and career coaching leader.

• Contact and engage with company-provided leads via phone and email.
• Qualify prospects based on needs, budget, and decision-making authority.
• Book qualified appointments or close deals when appropriate.

20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets. They aim to improve business efficiency and service delivery through qualified contractors.

• Deliver white-glove transaction coordination to clients.
• Maintain transaction records and updates within PLACE’s tech platform.
• Contribute insights and feedback to improve their platform and team culture.

Transactly, now a PLACE-owned company, elevates the client experience through powerful platforms and a team of top-performing TCs. They are setting new standards for professionalism, white-glove service, and technology-powered excellence.

• 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.

• 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.

• Assign tasks to case managers and track progress.
• Transcribe meeting notes and distribute summaries as needed.
• Serve as a point of contact for clients, maintaining professionalism and confidentiality.

Job Duck connects professionals with remote job opportunities with US-based employers. As a lifestyle company, they ensure that everybody working there has a fantastic time, and they've earned the Great Place to Work Certification every year since 2022.

• Onboard new clients to the Puzzle Financial platform.
• Provide training and support to new users.
• Help clients understand and utilize the platform's features.

Puzzle Financial's platform helps startups and accounting firms build better businesses by modernizing accounting for the digital age. They are a remote-first company.

• Strategically manage calendars & inboxes, effectively prioritizing high-impact activities.
• Coordinate and facilitate leadership meetings, sales planning sessions, and quarterly business reviews.
• Lead cross-functional special projects that require planning, coordination, and organization.

Webflow is building the world’s leading AI-native Digital Experience Platform as a remote-first company built on trust, transparency, and a whole lot of creativity. They empower teams to design, launch, and optimize for the web without barriers.

• Be one of the point-of-contacts for customer inquiries coming through online support channels.
• Troubleshoot and resolve any first line issues raised by hospital/vet/tech users, providing accurate, complete, and supportive responses.
• Proactively document rainy day scenarios as encountered and share any key learnings with the team.

Roo's mission is to empower animal healthcare professionals with opportunities to earn more and achieve greater flexibility. They have built the industry-leading veterinary staffing platform, connecting Veterinarians, Technicians, and Assistants with animal hospitals.

• Understand client's operational processes and business context.
• Prepare training materials and a clear implementation schedule.
• Train store super-users, both on customer site and remotely.

ACCEO, part of Harris, provides IT products and services. With nearly 800 employees, they focus on delivering quality solutions and value ethical business practices, fostering strong relationships with clients, suppliers, and the community, offering career growth and a productive work environment.

• Review and file legal documents using internal systems and email
• Participate in ongoing training to expand knowledge of industry and process
• Investigate discrepancies as they arise

Kestell Company REALTORS facilitates the production process of accurate documentation provided to their process servers team. They value attention to detail and teamwork.

• Draft, review, and negotiate customer and partner agreements.
• Support commercial negotiations and help close deals efficiently.
• Own day-to-day execution of the internal contracting process.

TheyDo helps large enterprises align around their customers with an AI-powered journey management platform. They have received $50M in funding and have a fully remote team of over 30 nationalities across 27 countries with a customer-led, people-first culture.

• 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.

• Provide support across email, chat, and phone.
• Build rapport with customers and guide them.
• Assign leads to the right partner agents or teams.

Neighborhoods.com is dedicated to making a real difference in people’s home-buying journey. They foster a collaborative remote environment where employees thrive by providing exceptional customer support.