You provide comprehensive support to commercial lenders, managing loan processes from origination to closing and ensuring accuracy and compliance.
You coordinate with internal teams to streamline operations and maintain strong relationships with borrowers and partners.
You handle administrative tasks, CRM management, and reporting to keep your lender on track and drive portfolio success.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business banking services with a focus on sustainability and ethical banking. As a Certified B Corporation with a growing digital presence, they foster a culture of goal-setters and changemakers dedicated to social and environmental impact.
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.
Perform comprehensive credit risk reviews of loan portfolios and modifications.
Analyze financial statements, cash flow models, and underwriting decisions.
Clearly communicate findings and recommendations to clients in written reports.
Treliant is a consulting firm serving banks, mortgage originators, fintechs, and financial services companies globally. Founded in 2005, headquartered in Washington, DC, with offices across the US, Europe, and Asia, they foster a diverse and inclusive culture.
Guide borrowers through the lending process by evaluating loan needs and recommending appropriate solutions.
Analyze complex financial data to identify risks and ensure regulatory compliance.
Collaborate with cross-functional teams to resolve issues and maintain loan pipeline progress.
Sekisui House U.S. is a global leader in homebuilding, building brands like SHAWOOD, Richmond American, and Woodside. With a 60+ year history and over 2.6 million homes built, we promote a culture of professionalism, teamwork, health & wellness, and work-life balance.
Provide administrative and operational support to mortgage loan originators throughout the loan process.
Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
Maintain organized loan files and verify completeness before forwarding to the processing team.
Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.
Personally underwrite and structure large-ticket commercial credit transactions, including exposures of $1M+ and transactions up to ~$2.5M.
Analyze audited and CPA-reviewed financial statements, leverage, liquidity, coverage, quality of earnings, and other credit indicators.
Co-own credit policy with senior Risk leadership, monitor portfolio performance, and collaborate on automated decisioning.
The partner company is a fast-growing financial technology firm focused on underwriting complex, high-value commercial transactions. It offers a high-autonomy, inclusive workplace with opportunities to shape credit policy and work at the intersection of commercial credit and AI.
Conduct regulatory compliance reviews of loan origination and servicing documentation.
Perform data trending analysis to identify systemic risks and prepare management reports.
Collaborate with cross-functional teams to strengthen internal controls and support regulatory readiness.
Zippy is a fintech company that specializes in home loans and insurance for manufactured home buyers. It is a remote-first team backed by institutional investors, offering competitive pay and excellent benefits.
Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
Send documentation requests and review files before submitting for pre-approval.
Manage the Mortgage Advisor's calendar and track lead activity in the CRM.
Better is an AI-native platform rebuilding home finance, having funded over $110B in loans and raised over $1.2B in equity capital. They operate at real scale with a focus on modernizing the mortgage industry.
Serve as the primary relationship manager for a portfolio of servicing clients and strategic partners.
Oversee servicing operations, transfer initiatives, and operational excellence across assigned portfolios.
Monitor portfolio performance metrics and coordinate with internal teams to drive client experience.
Zippy is a fintech company that provides home loans and insurance exclusively for manufactured home buyers, offering a seamless digital experience. The remote-first team is spread across multiple states, backed by institutional investors, and committed to finance happiness through homeownership.
Manage and maintain all aspects of client and agency relationships, ensuring satisfaction and timely issue resolution.
Serve as main point of contact for client inquiries and provide monthly business reviews on trends and SLAs.
Utilize internal and external resources to stay current on industry changes and recommend process improvements.
LoanCare is a leading full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration.
Serve as senior underwriting leader for assigned territory, managing surety portfolio profitability and growth.
Build and maintain strong relationships with agents, brokers, and business partners through market-facing activities.
Recruit, train, and mentor underwriters while driving portfolio performance and strategic business development.
Core Specialty offers a diversified range of property and casualty insurance products for small to mid-sized businesses. The Company focuses on niche markets, local distribution, and superior underwriting knowledge, with underwriting offices spanning the US.
Identify new customers and lending opportunities with property investors and referral partners, driving sales and building relationships.
Cultivate strong relationships with existing and new borrowers through in-person meetings, calls, and emails, serving as primary escalation point.
Stay current on industry trends, attend conferences, and leverage CRM to manage client database and meet monthly loan volume goals.
Anchor Loans is a private direct lender to residential real estate investors, specializing in bridge loans, ground-up construction, and single-family rental solutions. As part of Pretium Partners ($60B AUM), we have surpassed $10 billion in total fundings and foster a culture of teamwork, innovation, and accountability.
Resolves incoming customer inquiries and requests related to mortgage loans.
Reaches out to borrowers to resolve payment issues and documents interactions.
Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.
Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.
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.
Longbridge Financial is a leading provider of home equity solutions for seniors, helping older homeowners access the value in their homes. They have been named a Great Place to Work three years in a row and prioritize a culture where employees enjoy their work.
Verifies, compiles, and inputs application information for mortgage loans.
Recommends loan denials or restructures based on standards.
Submits loan files for underwriting approval and communicates with borrowers.
PRMG is a mortgage company that processes residential loans. They cultivate a family-like work environment with a casual, professional, team-oriented culture and value work-life balance.