Assemble application data and submit complete packages.
Act as a liaison between Loan Officer, client, and operations.
Follow up with clients on missing documentation.
KeyCorp is committed to helping clients, colleagues, and communities thrive. They offer a flexible, inclusive work environment with opportunities for growth. They are an Equal Opportunity Employer committed to sustaining an inclusive culture.
Underwrite the entire spectrum of lending products in a timely and efficient manner.
Collaborate closely with the Business Development Officers to provide a consultative credit perspective.
Prepare the credit narrative/CAR for appropriate approval and/or credit committees.
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 believe their unique perspectives make them stronger and well-positioned for success.
Proactively provide expert advice on mortgage renewal needs.
Drive the sales process for inbound and outbound customer contacts.
Maintain current knowledge of personal banking and lending products.
BMO is a leading bank committed to building, investing and transforming how they work. As the 8th largest bank in North America by assets, they provide banking, wealth management and investment services to more than 12 million customers.
Leading analytical initiatives to improve credit underwriting, manage portfolio risk, and support growth
Supporting the design, implementation and iteration of lending strategies based on data insights
Monitoring performance of existing strategies and identifying opportunities for improvement
Monzo is on a mission to make money work for everyone. They offer personal and business bank accounts, joint accounts, accounts for 16-17 year olds, a free kids account and credit cards in the UK. They are known for hot coral cards, get-paid-early feature, financial education, and award winning customer service.
Solve escrow issues without involving the Loan Officer when possible.
Disclose Loans, answer all borrower questions or refer to Loan Officer as needed.
Collect all necessary items needed to prepare the Closing Disclosure (CD), and ensure timely drawing and delivery of the CD in order to meet the expected close of escrow.
Summit Funding, Inc is a privately owned top 50 national mortgage lender. Founded in 1995, they strive to be the best with a growth mindset and positive culture, positioning the company as a leader in the mortgage industry.
Provide financial analysis and accounting support for all servicing-related transactions.
Create and maintain servicing reports, MSR bid tapes, and other portfolio analytics.
Manage new loan boarding into the servicing platform, validating data accuracy.
eLEND modernizes mortgage servicing by combining operational expertise, strong financial controls, and smart technology to support a scalable and compliant mortgage platform. Its team values precision, accountability, and continuous improvement, and every role plays a part in strengthening the borrower and investor experience.
Operate our loan management system (LMS), actioning loan repayments and managing the full loan lifecycle.
Manage collections and delinquency cases with professionalism and empathy, working with members to find solutions.
Reconcile all loan payments on a monthly basis across both markets to ensure accuracy across all accounts.
Gaia is a Value-Based family-building company giving people control over their fertility with pathways to parenthood. They take on the financial risk, offering flexible payment options and wraparound care.
Manage asset verification for funding, initiate requests to facility partners, and partner with the Treasury team to ensure timely release of funds to the title company.
Monitor and validate all asset related cash transactions and asset transactions.
Unlock's mission is to unleash the power of home equity to enrich people’s lives through Home Equity Agreements (HEA). They are consumer centric and the products are designed for the way homeowners want to live their lives today - with flexibility and control.
Monitor the performance of existing strategies, and iterate to improve them.
Design and deliver product changes alongside engineering, marketing, product, risk and control.
Monzo is an innovative credit card company that gives customers unprecedented visibility and control over their spending. They offer features like flexible instalment plans and instant app management, defining the future of flexible finance.
Perform title examination and examine the chain of title for a wide range of title orders, primarily residential.
Prepares initial title commitment documentation based on the application of procedural guidelines.
Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with various services related to loans. They foster an entrepreneurial mindset with a commitment to continuous improvement, innovation, and a diversified suite of product offerings.
Review loan applications and associated community documents for accuracy.
Communicate effectively with communities via digital avenues.
Perform administrative tasks related to loan processing, including data entry.
Zippy aims to simplify and expedite the online loan process for manufactured homes. With headquarters in Dallas, TX, and an office in Tempe, AZ, their remote-first team provides home loans and insurance to manufactured home buyers across the United States, backed by institutional investors, offering competitive pay, stock options, and excellent benefits.
Lead change management to keep stakeholders informed of product changes.
Analyze customer feedback and operational trends to inform product strategy.
Drive product quality through feedback channels and operational playbooks.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Own and manage critical business development operations that support our partner ecosystem and internal teams
Maintain and analyze weekly and monthly performance data, dashboards, and internal/external reporting
Serve as a primary operational contact for ~100 partners, triaging and responding to requests
NerdWallet Small Business is the go-to financial resource for small businesses, helping entrepreneurs achieve their financial goals and grow. Through proprietary technology and financial expertise, NerdWallet provides business owners tailored solutions based on their unique needs, helping them prosper, create jobs, and grow the economy.
Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
Provide credit and sales support to Commercial Lending, focusing on client relationships.
Analyze complex financial statements and prepare credit analysis packages to enhance overall performance.
Jobgether uses AI-powered matching to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with the hiring company, which manages the final decision and next steps.
Provide support to state registration requests, trouble shooting, and maintaining SLAs
Identify improvements to registration and filing systems and processes
Identify improvements to compliance requirements monitoring, updates, and coverage
Mosey makes employment compliance easy for fast-growing companies, enabling them to hire and operate anywhere without administrative burdens. They assist with HR, tax, accounting, and legal requirements, providing deep expertise and simplifying multi-location hiring.
Evaluate the credit risk of prospective loans and sponsors.
Prepare narrative summarizing loan terms, property, market, and risks.
Manage due diligence, provide training, and coordinate loan packages.
Colliers provides expert advice to property occupiers, owners, and investors, leading the industry into the future. They invest in relationships to create enduring value and attract/develop industry leaders, empowering them to drive exceptional results.
Lead the design, delivery, and scale of our customer operations function.
Deliver frictionless, compliant, and high-impact service experiences for personal banking customers.
Increase productivity and efficiency through great people leadership.
Monzo is on a mission to make money work for everyone by waving goodbye to the complicated and confusing ways of traditional banking. They have a long history of creating magical moments for their customers with hot coral cards, get-paid-early feature, financial education, and award winning customer service.
Interview and process first mortgage loan applications, ensuring accurate information.
Develop working knowledge of Government (FHA/VA) lending guidelines and procedures.
Deliver quality service to members in order to develop and nurture real estate relationships and increase referrals.
STCU is a growing regional organization rated one of the top-performing credit unions in the nation, and named as one of Fortune Magazine’s Great Places to Work. They look for employees who have a strong desire to serve others and are lifelong learners committed to working hard.
Manage team to meet corporate and departmental objectives.
Enforce company policies and procedures and identify issues that may require counseling with HR.
Manage workload issues within teams/clients and propose and implement efficiency initiatives.
Mortgage Connect is a national mortgage service provider that specializes in assisting mortgage lenders. Their entrepreneurial mindset allows them to differentiate themselves through continuous improvement, innovation, and a diversified suite of product offerings.