Evaluate loan documentation for completeness and compliance with company and investor guidelines.
Analyze borrower credit, income, assets, and other documentation to determine loan eligibility.
Communicate underwriting decisions clearly and collaborate with processing and closing teams.
Cascade Financial Services is a mortgage lender specializing in attainable housing through manufactured home loans. Since 1999, the company has grown into a trusted industry leader with a culture focused on teamwork, integrity, excellence, and service, promoting work-life balance and a positive environment.
Review loan submissions and generate credit decisions in accordance with investor guidelines.
Evaluate mortgage applications for eligibility and compliance with state, federal, and investor guidelines.
Perform credit and property analysis, including complex tax returns, and maintain underwriting quality standards.
New American Funding is a mortgage lending company that provides conventional, FHA, and VA loans. The company operates with a remote workforce and values collaboration and professional development.
Underwrite a full spectrum of lending products with a focus on acceptable credit risk and risk-return relationships.
Collaborate with Business Development Officers to provide consultative credit perspectives and manage the underwriting process through closing.
Analyze financial statements, collateral, and debtor information to prepare credit narratives for approval committees.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity. They are a team of problem solvers and innovators who celebrate differences and embrace a HUMBLE*HUNGRY*SMART approach.
Own the underwriting pipeline from initial review to final approval, maintaining a consistent daily review cadence.
Identify the right conditions for each file: purposeful, proportionate, and defensible, and communicate the reasoning clearly.
Ensure title is free of restrictions and conduct thorough appraisal reviews to support investment decisions.
Splitero provides a modern alternative to traditional home equity financing, allowing homeowners to access equity without monthly payments. The company is a remote-first team with a culture of transparency, innovation, and inclusivity.
Verify data from source documents according to established procedures and rules.
Assemble files and prepare necessary information while ensuring compliance with rules and guidelines.
Complete timesheets weekly and follow ISO requirements.
LexisNexis is a data and analytics company serving customers in more than 150 countries with 10,500 colleagues. They design solutions that help customers increase productivity, improve decision-making, and be more successful.
Support the Senior Manager in day-to-day case review, checking rating outputs and plan setups for accuracy.
Monitor real-time KPI dashboards and flag items needing senior attention.
Test pricing updates in PRISM and Salesforce, and assist with parity review of underwriting decisions.
ExtensisHR is a Professional Employer Organization providing HR, benefits, payroll, and compliance services to businesses across the US. With over 25,000 worksite employees and managing $3 billion annually, they foster a people-first culture focused on customer service.
Analyze and render home loan lending decisions consistent with STCU policies, product details, and secondary market investor guidelines.
Mentor and support other underwriters while working independently as a senior team member.
Ensure compliance with regulatory standards and maintain strong communication skills in conveying loan decisions.
STCU is a top-performing credit union focused on helping members achieve financial goals, with core values of joyfulness, generosity, belonging, goodness, and striving. The company has been named one of Fortune Magazine’s Great Places to Work and looks for employees with a strong desire to serve others and a fun-loving attitude.
Assist underwriters with quote, binder, and policy issuance workflow.
Gather and organize information such as loss runs and risk assessments to support underwriting decisions.
Review insurance applications for accuracy, compute rates, and manage account documentation.
Convelo is a managing general agent and wholesale broker providing specialty insurance products in healthcare, senior living, non-profits, and human services. The company is a socially conscious organization with a culture of relentless grit and continuous improvement.
Analyzes and investigates customer and transactional activity to identify patterns and confirm suspicious activity.
Files SARs and CTRs with regulatory agencies and maintains service levels with workload compliance.
Answers inbound and outbound calls to support monitoring strategies and customer inquiries.
Pathward is a financial empowerment company that creates financial inclusion for all by working with innovators to increase financial availability. They are a team of problem solvers and innovators with a hybrid work culture that celebrates diversity.
Responsible for timely and accurate submission of data calls and statistical data to regulatory bodies.
Review and interpret regulatory reporting requirements and analyze their impact.
Reconcile submissions to data sources and resolve variances to ensure accuracy.
Sutton National Group is a rapidly growing national property and casualty insurance carrier group. The company fosters a fast-paced, highly collaborative environment and seeks proactive, experienced problem solvers.
Responsible for accurately entering group and member enrollment data into Facets and eGEMS within specified time frames.
Responds to phone and written inquiries from internal and external customers regarding enrollment and billing.
Analyzes group payments, reconciles invoices, and ensures correct payment amounts.
Capital Blue Cross is a health insurance company and an independent licensee of the Blue Cross Blue Shield Association. They are consistently voted one of the 'Best Places to Work in PA' and prioritize employee well-being and community involvement.
Underwrite complex individual life insurance cases, including impaired risk, with face amounts above $5M and authority up to $10M.
Analyze medical, financial, and non-medical information to make sound underwriting decisions and provide second signature support to junior underwriters.
Build and maintain strong relationships with independent agents, BGAs, and internal distribution partners while managing a high-volume caseload.
Protective helps protect customers against life's uncertainties. The company is a large organization that values work/life balance, offering comprehensive benefits and a collaborative culture.
Reviewing time-sheets for accuracy and reconciling discrepancies.
Validating data accuracy through periodic audits.
Resolving inconsistencies by contacting the source for clarification.
We are a national organization dedicated to nurturing children with autism and special needs through applied behavior analysis. With 20 years of clinical insights, we have a caring team focused on personalized treatment plans.
Review, test, and verify ARIVE AI Underwriting Rules against agency guides and investor guidelines.
Work directly with lender credit and underwriting teams to confirm rule accuracy.
Own Pre-Underwrite outputs end to end, audit findings, and drive quality KPIs.
ARIVE is the industry's first integrated LOS, POS, and Pricing Engine with a connected Lender Marketplace for independent mortgage originators. We are a dynamic high-growth company revolutionizing digital mortgage originations with a culture of innovation and collaboration.
Mines and analyzes large datasets using descriptive, predictive, and prescriptive analytics to develop insights from historical loan performance data.
Develops and refines reports working with data analytics, underwriting, and operations teams, and leverages custom score models for underwriting and pricing.
Collaborates with vendors, data science, and technology teams to ensure new strategies and models are implemented accurately and as designed.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success.
Audit and reconcile client intake records to ensure accuracy and identify duplicates.
Manipulate large datasets and collaborate with stakeholders to resolve data discrepancies.
Maintain a dynamic understanding of lead sources related to marketing, finance, and integrations.
Keller Postman represents clients in class and mass actions, arbitrations, and multidistrict litigation in federal and state courts. The firm serves hundreds of thousands of clients and focuses on achieving exceptional results, driving innovation, and pursuing excellence.
Prepare rating, quotation, and binding documentation for new and renewal submissions.
Track pipelines, monitor aggregate exposure, and generate accurate policy documents.
Support accounting functions and maintain organized records for reporting and special projects.
Paragon is a managing general agent focused on specialty insurance, founded in 2014 with a commitment to diversity and agility. They are one of the fastest growing MGAs in the country, with a small, expert, and fast-moving team.
Review and update client data accurately based on provided Style Guides.
Research and validate information using internal and external data sources.
Resolve data discrepancies and merge duplicate records.
Harbor provides expert services across strategy, legal technology, operations, and intelligence. They have a globally integrated team of over 900 professionals who collaborate with leading law firms and corporations.
Provide day-to-day administrative support to senior managers, ensuring smooth operations and excellent client experience.
Perform data entry, security checks, and maintain integrity of company records.
Manage travel bookings, send client action plans, and keep internal systems up to date.
Soft Innovation Ltd provides administrative support and operational services to businesses. The company maintains a small, collaborative team with a focus on efficiency and client satisfaction.