Own a pipeline of homeowner applications from intake through underwriting handoff.
Collect supplemental information and place orders with third-party vendors for required documentation.
Review documentation for completeness and accuracy, then compile the full application package for underwriting.
Hometap provides home equity investments that give homeowners debt-free cash in exchange for a share of their home's future value. The company has been recognized as a great place to work by the Boston Globe and Forbes, and fosters a collaborative and passionate culture.
Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a coast-to-coast network of 19 leading firms.
Administer and manage Marmon's Canadian retirement plans (RRSP and RPP) as the Center of Excellence support for the Total Rewards team.
Serve as the key contact for day-to-day plan operations, partnering with business, finance, payroll, and HR teams.
Lead compliance requirements including annual audit, year-end filings, and governance committee meetings.
Marmon is a global industrial organization backed by Berkshire Hathaway, comprising 120+ companies with 30,000 employees and $12 billion in annual revenue. The company fosters a culture of independence and entrepreneurial spirit, committed to making a positive impact on the world.
Process payroll settlements in the client's Workday application.
Settle on-demand payments as requested.
Manage daily control reports and perform Treasury exceptions.
OneSource Virtual provides payroll, benefits, and finance solutions exclusively for Workday customers. With over 1,500 customers and 92% retention, they foster a values-based culture with opportunities for professional growth.
Prepare and submit mortgage insurance claims according to regulatory requirements.
Conduct audits, resolve escalations, and collaborate with cross-functional teams.
Assist in training and process improvements to ensure data integrity.
The partner company specializes in mortgage servicing operations. It is an organization that values accuracy, quality, and efficiency in claims-related processes.
Manage the end-to-end onboarding experience for 401(k) plans, including new plan setups and conversions from existing providers.
Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, guiding them through complex multi-step processes.
Monitor performance against key benchmarks and partner cross-functionally with Sales, Operations, and Legal to resolve issues and improve the client experience.
Gusto is a payroll, benefits, and HR platform that helps small businesses manage the hard stuff so owners can focus on their craft. With teams in Denver, San Francisco, and New York, the company supports over 500,000 small businesses and is building a workplace that reflects the people it serves.
Schedule, confirm, and manage appointments for benefit counselors, coordinating daily schedules to maximize efficiency and accommodate client needs.
Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information, maintaining accurate records.
Support the benefit team with administrative tasks including data entry, report preparation, and rescheduling appointments as needed.
Hilb Group is a Top 25 middle-market independent insurance broker offering expertise in property & casualty, employee benefits, HR consulting, and retirement services nationwide. The firm provides the resources of a big broker with the personal service of a small agency, driven by values of trust, passion, integrity, and growth.
Lead a team of processors to help homeowners access equity through Splitero's HEI product.
Manage performance, hiring, onboarding, and pipeline oversight for the team.
Drive data-driven decisions and connect company goals with department action items.
Splitero helps homeowners access home equity through a Home Equity Investment product. They foster a culture of transparency and inclusivity with a team dedicated to revolutionizing the real estate industry.
Prepare claim filings for all agencies on acquired or sold properties.
Complete monthly process control audits and provide results to management.
Resolve escalations from team members and assist with training for incoming and existing employees.
LoanCare is a national provider of full-service mortgage loan subservicing, serving banks, credit unions, and other mortgage industry partners. Backed by Fortune 500 company Fidelity National Financial, it subservices over 1.8 million loans and fosters a culture built on integrity, innovation, and collaboration.
Guide employees through voluntary benefits education and enrollment via in-person, phone, and web platforms.
Complete benefit applications with focus on accuracy, compliance, and confidentiality.
Deliver high-quality customer service while managing high-volume enrollment during peak periods.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. As a service provider, it facilitates recruitment by processing applications and sharing shortlists with employers.
Supports Commercial Loan Officers in managing existing commercial credit relationships and new lending opportunities.
Underwrites, structures, and documents complex commercial loans, including annual reviews and risk assessments.
Monitors portfolio performance, identifies cross-sell opportunities, and ensures compliance with regulations.
Peak Credit Union is a financial institution focused on serving members and local communities. It is a mid-sized employer with a culture that emphasizes teamwork, customer service, and professional development.
Act as a primary point of contact for client inquiries via email and phone, handling professional correspondence with speed and clarity.
Manage daily account intake processes, including data validation and strict accuracy checks to ensure compliance.
Support front-line collections by handling settlement offers, account instructions, and maintaining data integrity across systems.
Sentry Credit, a wholly owned subsidiary of TrueAccord, combines machine learning with a human-based approach to transform debt resolution and financial health. With over 30 years of legacy and a world-class team, they serve millions of consumers annually.
Interpret and apply ERISA, IRS, and DOL regulations to retirement plans.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement TPA, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company has a coast-to-coast network of 19 leading firms and prioritizes accuracy and compliance.
Answer vendor phone calls regarding payments, processes, and vendor set up questions.
Follow up on payment timelines, investigate delays, and troubleshoot discrepancies.
Identify and escalate customer service opportunities and collaborate with internal teams to resolve complex issues.
Enterprise Fleet Management is a privately held, full-service fleet management business for companies, government agencies and organizations with medium-sized fleets. With more than 50 offices nationwide and a North American fleet of 770,000 vehicles, the company emphasizes employee development and a culture of doing the right thing.
Partner with Loan Originators and Realtors to support the full loan lifecycle from application to close.
Manage a pipeline of various loan products including conventional, FHA, VA, USDA, and reverse mortgages.
Ensure accuracy and compliance by reviewing documents, gathering conditions, and coordinating closings.
We offer a best-in-class mortgage experience focused on helping clients achieve homeownership. As part of the PLACE family, we maintain high standards and a driven team committed to exceptional service.
Assist 1099 service partners with onboarding, account management, scheduling, and payment questions.
Monitor service dashboards and proactively reach out for real-time support via phone, email, and text.
Troubleshoot technical problems, cross-reference internal data, and escalate operational issues to warehouse teams.
Fetch is a venture-backed company redefining multifamily living through package delivery, valet trash, Fetch Market, and storage solutions. Operating nationwide with rapid growth ahead, the company combines logistics, technology, and hospitality to shape the future of multifamily living.
Maintain and update licensing records in agency systems, ensuring compliance with state regulations.
Review license applications, resolve discrepancies, and prepare reports on licensing activity and compliance metrics.
Respond to inquiries via email, phone, and service tickets regarding licensing requirements and application status.
Ryan Specialty provides innovative solutions for insurance brokers, agents, and carriers. It has been recognized as a multi-time winner of Newsweek’s Most Loved Workplaces and Insurance Business’s Top Insurance Employers, offering a comprehensive benefits package and a collaborative culture.
Communicate with external vendors and partners to resolve payment issues and ensure accurate records.
Support special projects and process improvements in a high-volume, collaborative remote environment.
Jobgether is a hiring platform using AI matching to connect candidates with employers. It operates with a distributed team across multiple countries, offering fully remote positions.
Answer incoming calls and direct callers to the appropriate team member or document information in claim files.
Provide professional customer service, manage conflict effectively, and communicate with individuals related to claim files.
Complete outbound calls to report claims to insurance carriers and adhere to company policies and procedures.
Enterprise Mobility is a family-owned portfolio of brands and a leading provider of mobility solutions worldwide, operating a global network with 80,000 dedicated team members across nearly 100 countries. The company empowers its team with opportunities for growth and rewards hard work.
Provide high-level customer service by responding to telephone or email inquiries and resolving problems including fraud support and internet operations.
Act as a liaison between customers and various departments to resolve complex issues while navigating multiple computer systems.
Obtain thorough knowledge of products, services, rates, terms, fees, and applicable regulations.
U.S. Bank helps customers and businesses make better financial decisions and enables communities to grow. It is a large financial institution offering a wide range of career opportunities and a collaborative culture.