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.
Process reverse mortgage applications from submission to underwriting and closing.
Review, upload, and organize loan documents while clearing conditions for approval.
Communicate daily with loan officers, borrowers, underwriters, and title companies.
Longbridge is a leading provider of home equity solutions for seniors, helping older homeowners access their home equity. The company has been named a Great Place to Work three years in a row and fosters a culture of collaboration, growth, and fun.
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.
Assist in processing applications for submission to underwriting, ensuring data integrity in the loan origination system.
Work with loan officers, borrowers, underwriters, and title companies to gather conditions and clear loan conditions for final approval.
Upload file documentation into the LOS and perform other mortgage-related tasks as assigned.
We are a leading provider of home equity solutions for seniors, helping them unlock the value of their homes. We have been named a Great Place to Work for three years in a row, with a culture that values enjoyment and collaboration.
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.
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.
Lead and coach a team of 8-12 Reverse Mortgage Loan Officers to drive sales performance and conversion metrics.
Ensure compliance with federal, state, and company regulations while fostering a culture of accountability.
Partner with operations and use data-driven coaching to maximize production and employee development.
Longbridge Financial is a leading provider of home equity solutions for seniors, helping them unlock the power of their home equity to live the retirement they imagined. With an Excellent rating on Trustpilot and over a thousand customer testimonials, they have been named a Great Place to Work three years in a row, emphasizing a culture of growth and collaboration.
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.
Process DSCR and investor mortgage loans from initial disclosure through closing.
Review, verify, and organize borrower, property, and third-party documentation to ensure complete loan files.
Collaborate with loan officers, underwriters, and vendors to track milestones and resolve issues.
Truehold is a leading platform at the intersection of real estate and finance, with 200+ employees operating across 15+ markets. We are building a best-in-class mortgage operation focused on investor and DSCR lending, combining institutional rigor with startup speed.
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.
Process complex residential mortgage loans, including conventional, non-conforming, government, and housing agency types, ensuring adherence to investor guidelines.
Analyze loan documentation, evaluate debt-to-income ratios, and coordinate timely submission to underwriting and closing.
Serve as liaison between Loan Officers, customers, and Underwriters, resolve inquiries, and issue commitment letters.
Fulton Bank is a financial institution offering banking and mortgage services. The company fosters a culture of continuous learning, work-life integration, and inclusion, with a focus on making a positive community impact.
Support Loan Officers throughout the loan lifecycle, from application through funding, by managing pipelines and coordinating with borrowers and Operations.
Prepare, deliver, and track required disclosures, review loan files for completeness, and identify missing conditions.
Help improve borrower experience through responsive, proactive communication and escalation of issues that could delay closing.
Truehold is one of the nation's leading real estate investment platforms with over 200 employees across 15+ markets, rapidly expanding its mortgage division. The company focuses on transforming investor and residential lending with an entrepreneurial team culture centered on speed, execution, and customer experience.
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.
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.
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 and resolve complex investor suspense files to ensure timely investor purchase.
Investigate root causes of post-closing issues and validate documentation with underwriting knowledge.
Collaborate with cross-functional teams to unblock stalled files and ensure compliance.
Jobgether is a job matching platform that uses AI to connect candidates with hiring companies. They operate in a remote-first environment with a focus on innovation and employee support.
Gather required documentation and submit loan files for processing/underwriting.
Manage pipeline of 50-60 loan closings per month.
Provide excellent customer service and assist team members with borrower requests.
Knock redefines home buying and selling with its Bridge Loan product, allowing homebuyers to 'buy before they sell'. Founded in 2015, the company has grown to a trusted partner with a network of 60,000+ loan officers and agents, and has been honored as one of Inc.'s Best Workplaces six times.