Acting as a mortgage originator for your own pipeline of loans
Maximizing lock and fund conversions for leads provided to you
Building relationships with your buyer’s realtors and keeping them informed throughout the transaction
Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. They leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. They have funded over $100 billion in loans for their customers.
Guide borrowers through the mortgage loan process, ensuring compliance and providing necessary documentation.
Build referral relationships with top real estate agents, strengthening partnerships and expanding networks.
Drive fully integrated transactions by connecting customers, agents, and the loan process through Zillow’s platform.
Zillow Home Loans is revolutionizing the home financing experience as part of a dynamic and fast-growing FinTech company. The company helps reshape how consumers buy, sell, and finance homes in a collaborative and high-energy environment with a team of innovators and problem solvers.
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.
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.
Process complex residential mortgage loans, ensuring adherence to investor guidelines.
Review and evaluate financial documents, determining debt-to-income and loan-to-value ratios.
Serve as point of contact for customers, addressing inquiries and ensuring documentation completeness.
Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly.
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.
Execute outbound cold outreach to generate interest and convert prospects into active lending partners.
Host regular meetings and training sessions with loan officers to share updates and optimize use of Knock’s offerings.
Collaborate cross-functionally to deliver a seamless experience for our partners and their customers.
Knock is redefining the home buying and selling experience by providing a simpler way for people to navigate the journey between homes. They are a passionate team of industry experts with a people-first mindset and have been honored as one of Inc.’s Best Workplaces six times.
Work in a team-oriented environment as a Single Point of Contact on the loan file.
Gather and clear conditions to get the file to closing quickly.
Maintain relationships by offering a high level of service during the loan process.
Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership with customized mortgage loan solutions for the manufactured housing marketplace. They leverage state-of-the-art business automation and skilled professionals, fostering a culture of teamwork, integrity, excellence, and service, with a strong belief in work/life balance and a positive environment.