Serve as the primary point of contact for an assigned portfolio of servicing clients, investors, and business partners.
Build and maintain strong client relationships through proactive communication, operational support, and strategic partnership.
Partner with internal servicing teams to ensure timely and accurate execution of servicing obligations and portfolio deliverables.
Zippy aims to simplify the manufactured home loan process through an online platform. They are a remote-first team headquartered in Dallas, TX, and offer competitive pay, stock options, and excellent benefits, backed by institutional investors.
Answer incoming calls and initiate outbound calls.
Create interest in reverse mortgage program and qualify customer.
Transfer interested and qualified customer to sales team and create appointments.
Longbridge helps seniors unlock the power of their home equity, aiming to help older homeowners make the most of their assets so they can live the retirement they imagined. They have been named a Great Place to Work® three years in a row, providing careers that grow with their team members.
Reviewing the complete file and ensuring the various documents in the file are in sync with the all the others and the loan application on the system.
Understanding the investor closing requirements before documents are drawn.
Enter required escrow details in the platform
Sutherland Mortgage Services Inc. is a premier nationwide provider of end to end mortgage solutions including originations, underwriting, processing, closing, post-closing and loan servicing support for over 30 years. The company is a collaborative, considerate and friendly team that prioritizes having a diverse, inclusive, and respectful workplace.
Lead development and delivery of Loss Mitigation reporting and analytics to drive performance improvement.
Monitor trends, identify risks, and coordinate cross-functional teams to ensure operational effectiveness.
Oversee preparation of management reports and enforce reporting standards for accuracy and consistency.
LoanCare is a full-service mortgage loan subservicer that partners with banks, credit unions, and investors to service loans. Backed by Fortune 500 company Fidelity National Financial, it services over 1.8 million loans and fosters a culture of integrity, innovation, and collaboration.
Responsible for ensuring accuracy and efficiency of custodial reconciliation processes with a focus on automation and compliance.
Manages source data, resolves automation errors, and proposes enhancements to meet investor and client SLAs.
Acts as single point of contact for audit requests and coordinates cross-functional responses.
LoanCare is a leading national provider of full service subservicing and interim subservicing to the mortgage industry, servicing over 1.8 million loans. Backed by Fidelity National Financial, a Fortune 500 company, they offer a culture of integrity, innovation, and collaboration.
Assist the day-to-day supervision of Processors and Junior Processors.
Provide service and quality processing of loan files.
Ensure compliance with LBF’s policies and secondary market requirements.
Longbridge is passionate about helping seniors unlock their home equity. As a leading provider of home equity solutions, they're committed to helping older homeowners make the most of what they’ve worked hard to build. Longbridge has earned a reputation for making it easy to access home equity.
Handle a queue of loan applications, ensuring compliance with quality standards.
Receive inbound calls and initiate outbound calls to verify loan application details.
Resolve customer issues efficiently through phone, email, or fax communication channels.
Enova International is a leading financial technology company that provides online financial services through their AI and machine learning-powered Colossus™platform. They serve non-prime consumers and businesses alike, while offering world-class technology and services to traditional banks, with a values-driven organization at its core.
Assist Senior Loan Processors in gathering and organizing loan file information.
Make timely follow-up calls to quickly compile accurate file information.
Work with vendors, title companies, and banks to gather necessary loan file information.
Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership through tailored mortgage loan solutions. Since 1999, they've grown leveraging automation and skilled professionals.
Originates residential mortgage loans and manages a sales team.
Markets loan products to real estate agents and prospective homebuyers.
Maintains customer service and manages applicant expectations.
Capital Bank N.A. offers commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands. They have over $3 billion in assets and have been named one of the "Best Banks to Work For" in the U.S. by American Banker.
Lead and manage a team of late-stage collections team members focused on minimal skip-tracing.
Handle escalated customer loan issues and provide guidance on resolution of escalated matters.
Provide training to new hire staff ensuring appropriate knowledge of systems and adherence to company procedures and policies.
Lendbuzz believes financial opportunity should be more personalized and fair, developing innovative technologies for underserved borrowers. They are a diverse company with a culture valuing independent and critical thinking.
Lead FHA foreclosure execution with focus on First Legal milestone adherence and Reasonable Diligence compliance.
Oversee operational teams, attorney performance, and reporting frameworks to ensure timely initiation and compliance.
Drive process improvement and cross-functional partnership to reduce curtailment risk and achieve scalable execution.
LoanCare provides full-service mortgage loan subservicing to banks, credit unions, and investors. Backed by Fidelity National Financial, it subservices over 1.8 million loans and fosters a culture of integrity and collaboration.
Collecting, reviewing, and organizing essential financial documentation from clients with accuracy and timeliness.
Building and maintaining strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
Addressing client questions related to BHG, our financial products, and the loan origination process.
BHG Financial provides financial solutions to accomplished professionals, small businesses, and institutions. They are dedicated to helping clients build upon their success through innovative financial solutions and a hassle-free process. BHG Financial has an award-winning culture.
Become a Vesta product expert, understanding how to test all functionality within the platform, and diligently document test cases with a high attention to detail.
Work with our partner integrations team to help configure our integrations and map data across platforms.
Partner with our customer implementation team to create canonical documentation around all aspects of both loan fulfillment workflows and the nuances of our product.
Vesta is rebuilding the mortgage LOS from the ground up with an AI-augmented platform, aiming for a fully automated mortgage lending process. They've raised $55M from top tier investors and value humility, empathy, self-awareness, and an orientation towards action in their small but mighty team.
Own and optimize the end-to-end customer implementation and onboarding experience for home lending customers.
Manage integrations and strategic relationships with third-party mortgage technology platforms.
Partner directly with lenders and enterprise customers to gather business and technical requirements.
Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. Backed by $30M from top investors like Kleiner Perkins and NYCA, they’re disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach.
Accurately process loan transactions in both our servicing and banking systems.
Research and identify discrepancies in loan activity, coordinating with various departments to correct them.
Assist in creating accruals as part of BHG’s month-end closing process and during the audit process as needed.
BHG Financial provides financial solutions to accomplished professionals, small businesses, and institutions. They have established a legacy as a leader in the financial services space and are dedicated to helping clients build upon their success through innovative solutions and personalized service.
Act as a player-coach by maintaining personal sales production while managing a team of Home Advisors.
Coach and support Home Advisors through sales calls, borrower interactions, and mortgage scenarios.
Organize daily standup meetings, communicate sales strategy, and manage team performance to achieve KPIs and OKRs.
Own Up is a Boston-based fintech startup on a mission to ensure everyone gets a fair deal on their mortgage by providing customized data, personalized advice, and access to lenders. The company is privately held, well-funded, and dedicated to diversity, career development, and a supportive culture that values effort, learning, and bold experiments.
Own month-end close across loan accounting and digital asset activity
Oversee accounting for loan origination, servicing, and sales
Drive automation across reporting, reconciliations, and transaction tracking
Figure is transforming capital markets through blockchain, proving its real-world applications. They have originated over $22 billion in home equity loans and are recognized as an innovative fintech startup.
Collaborate across teams to ensure successful client implementations.
Document functional and non-functional requirements.
Support onboarding and training sessions for end-users.
Sagent is transforming the mortgage servicing industry by bringing a modern experience to loan servicing. Their platform helps lower costs, scale compliance and increase servicing value. Sagent is a joint venture with Fiserv Inc. and Warburg Pincus, and they value innovators.
Forward Financing is a financial technology company based in Boston, Massachusetts, committed to unlocking capital that fuels small businesses across America. They are recognized as a Best Place to Work and certified as a Great Place To Work®, investing in their employees, technology, and customer experience.