Review new deal packages prior to assigning Underwriter.
Ensure that deals are underwritten prudently and efficiently.
Review credit narratives for content and approve new transactions.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate their differences and know that their unique perspectives make them stronger and well-positioned for success.
Review all loan submissions and generate initial credit decision.
Evaluate mortgage loan applications to determine eligibility and compliance.
Perform credit and property analysis on conventional and government loan files.
New American Funding is dedicated to helping families across the nation achieve the American Dream of homeownership. We're a company committed to diversity and inclusion, where employees feel supported and empowered to grow.
Analyze financing files and formulate recommendations describing the financing and follow-up conditions and the guarantees required.
Perform variable credit control as needed.
Conduct periodic reviews of financing files.
Desjardins Group is the largest cooperative financial group in North America. They are the choice for over 52,000 employees and named one of Canada's top employers.
Completes loan file analysis for compliance with guidelines.
Underwrites credit package and collateral for mortgage loans.
Checks accuracy of calculations and data integrity.
PRMG is a mortgage company that encourages remote underwriting, allowing employees to work from anywhere in the nation. They value work-life balance and teamwork, fostering a positive environment with a pod system for success and growth.
Respond to scenario questions from loan officers and processors.
Review credit, income, asset, and property documentation for compliance.
Research and comprehend complex investor guidelines to recommend loan structures.
The company provides support for scenarios related to Non-QM/Jumbo loans. They are looking for someone to assist their Operations Team by restructuring problematic loans and recommending alternative products/investors.
Manage all aspects of Commercial Fulfillment processes, Post Closing Functions, Centralized Funding, and collateral perfection, including collateral management activities.
Ensure all processes are designed and executed in a manner that delivers automated integration and quality output for loan boarding and life of loan servicing of account.
Manage two pathways within commercial loan fulfillment, encompassing both internally prepared and attorney-prepared documents.
Fulton Bank is committed to changing lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them.
Examine, audit, and verify pre- and post-close loan files for Quality Assurance, First Line of Defense, and HMDA requirements.
Identify, report, and monitor exceptions while partnering with Mortgage Production and Operations to resolve issues.
Review cancelled and denied loan files to ensure accurate submissions and HMDA compliance.
Banner Bank is a financial institution with a history spanning over 135 years, focusing on helping businesses and individuals achieve their goals. With over $16 billion in assets and numerous branch locations in multiple states, they emphasize financial strength, employee volunteerism, and community support.
Review loan applications and supporting documentation for manufactured housing loans.
Assess the creditworthiness of borrowers by analyzing financial statements, tax returns, employment history.
Ensure compliance with lending regulations, internal policies, and underwriting guidelines.
Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience. Our remote-first team is spread across cities and they pride themselves on their commitment to finance happiness through the power of home.
Cross Selling into existing clients and selling to new logos – Using our technology stack and sales enablement platforms to identify and sell into new partners and expansion of current partnerships.
Sales Planning — Making our clients business our own. Thoroughly understanding the Msall Business & Commercial Lending space and how we can help solve for challenges our clients may face.
Sales Growth — Identifying and closing new revenue opportunities and meeting revenue expectations. Providing accurate forecasting and financial information.
Experian is a global data and technology company that powers opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland
Communicates with customers, agents, and escrow at the start of the transaction.
Collects customer documentation necessary to complete the loan transaction.
Assists loan originators with preapprovals, loan structuring and pricing options.
New American Funding is a mortgage company offering a variety of loan options. They focus on providing personalized service and utilizing current product knowledge to assist customers through the loan process.
Provides analytical and operational support in managing the bank’s Capital Markets initiatives.
Assists in the evaluation, structuring and execution of potential new Capital Markets structured finance opportunities.
Develops and executes ongoing controls, mitigation plans, testing, and oversight of the warehouse lending business.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products. The firm embraces a HUMBLE*HUNGRY*SMART approach, and believes that they are strongest when embracing the voices of their employees, customers, partners, and the communities they serve.
Helping customers go through our application flow when required.
They are reinventing consumer credit by using technology to easily tap into people’s assets. They are a well-capitalized team of technology and finance executives with top-tier investors, and their culture values depth and rigor of thought, minimalist design, and speed of execution.
Taking a lead role in sourcing, screening, and analyzing private credit secondary transactions and select co-investments and primaries
Providing thorough qualitative research and financial statement analysis
Conducting financial modelling, valuation, structuring and sensitivity analyses to support the evaluation and pricing of secondary opportunities
Aksia is an alternative assets specialist, providing investment solutions for institutional investors globally. They advise on over $362bn and manages $33bn of client capital, working with over 100 institutional clients including pension plans, insurance companies, government-related institutions, endowments, foundations, and superannuation funds.
Act as a trusted expert for clients navigating loan registration and AUS processes
Strengthen client engagement and long-term partnership success
Provide advanced operational support and solutions for complex mortgage scenarios
eLEND modernizes mortgage operations through governance, risk management, and infrastructure. Their Client Success team supports partners with expertise, transparency, and operational excellence.
Be the day‑to‑day analytics partner for clients on credit strategy, risk optimization, and portfolio performance.
Translate client goals into clear analytical questions, project plans, and structured workflows.
Use Python and SQL to explore data, validate hypotheses, and support analytical workflows developed by Data Science teams.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland.
Design and refine credit underwriting and limit strategies to optimise risk and growth
Analyse portfolio performance and identify actionable insights
Build and interpret NPV and profitability models to inform strategic decisions
Monzo is a fintech company that aims to make money work for everyone by offering innovative and transparent banking solutions. They have grown significantly in the UK, providing personal and business accounts, savings and investment options, and credit cards, all while focusing on customer-centricity.
Work as a liaison between the NAF borrower and NAF Loan Officer.
Build rapport on initial call, take detailed notes, communicate outcome, and follow up with leads as needed.
Exceed minimum standards for level of effort and transfer performance.
They connect borrowers who are eligible for a refinance or are in the market for a new home with a Loan Officer. The company's culture involves effectively communicating with customers and Loan Officers through email, chat, and telephone conversations, and providing a high level of customer service.
Prepare daily/weekly/monthly reporting and explanations of changes to the borrowing base or asset sale base.
Prepare estimations, analysis, and reconciliation of funds flow/funds matching / draws from bank accounts.
Support accounting footprint on capital market activities and work with engineers to develop automated reports.
Aven is a fintech company that has invented a new credit card powered by an advanced asset-securing platform, enabling them to offer lower APRs to consumers. The team combines technology and finance executives and is backed by prominent investors.