Collecting, reviewing, and organizing essential financial documentation from clients with accuracy and timeliness.
Building and maintaining strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
Addressing client questions related to BHG, our financial products, and the loan origination process.
BHG Financial provides financial solutions to accomplished professionals, small businesses, and institutions. They are dedicated to helping clients build upon their success through innovative financial solutions and a hassle-free process. BHG Financial has an award-winning culture.
Reviewing the complete file and ensuring the various documents in the file are in sync with the all the others and the loan application on the system.
Understanding the investor closing requirements before documents are drawn.
Enter required escrow details in the platform
Sutherland Mortgage Services Inc. is a premier nationwide provider of end to end mortgage solutions including originations, underwriting, processing, closing, post-closing and loan servicing support for over 30 years. The company is a collaborative, considerate and friendly team that prioritizes having a diverse, inclusive, and respectful workplace.
Answer incoming calls and initiate outbound calls.
Create interest in reverse mortgage program and qualify customer.
Transfer interested and qualified customer to sales team and create appointments.
Longbridge helps seniors unlock the power of their home equity, aiming to help older homeowners make the most of their assets so they can live the retirement they imagined. They have been named a Great Place to Work® three years in a row, providing careers that grow with their team members.
Preparing files for underwriter review for homeowners who have applied for a Home Equity Investment (HEI).
Proactively communicating with homeowners, teammates, and third-party vendors to discuss file-related items.
Managing and prioritizing a pipeline of homeowners in various stages of the approval and funding process.
Splitero helps homeowners access their home equity without monthly payments. They are committed to revolutionizing the real estate industry while helping families in need, fostering a culture of transparency, innovation, and inclusivity, where every voice is heard.
Answer telephone calls from customers inquiring about goods and services from clients of Five Star.
Provide high-quality service with a helpful, professional attitude, assisting clients with inquiries on debit card incentives, orders, and balances.
Be available at your desk, maintaining punctuality and attendance at all scheduled times, and remain positive and professional in all customer interactions.
Five Star Solutions values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available and providing the best service possible to our customers. Five Star is an EOE/Veterans/Disabled/LGBT employer and participates in the E-verify program.
Handle a queue of loan applications, ensuring compliance with quality standards.
Receive inbound calls and initiate outbound calls to verify loan application details.
Resolve customer issues efficiently through phone, email, or fax communication channels.
Enova International is a leading financial technology company that provides online financial services through their AI and machine learning-powered Colossus™platform. They serve non-prime consumers and businesses alike, while offering world-class technology and services to traditional banks, with a values-driven organization at its core.
Support the customer journey from application to funding, providing an overview of Knock's products and assisting through to closing.
Manage a pipeline of approximately 30 loan closings per month by gathering required documentation and ensuring compliant disclosures.
Deliver excellent customer service by being responsive to internal and external needs and working autonomously in a remote, tech-enabled environment.
Knock is redefining the home buying and selling experience with products like the Knock Bridge Loan, which helps homebuyers purchase a new home before selling their current one. Founded in 2015, it is a remote-first, people-first company honored multiple times as a Best Workplace, backed by top investors, and trusted by a network of over 60,000 loan officers and agents.
Accurately process loan transactions in both our servicing and banking systems.
Research and identify discrepancies in loan activity, coordinating with various departments to correct them.
Assist in creating accruals as part of BHG’s month-end closing process and during the audit process as needed.
BHG Financial provides financial solutions to accomplished professionals, small businesses, and institutions. They have established a legacy as a leader in the financial services space and are dedicated to helping clients build upon their success through innovative solutions and personalized service.
Acts as the bank’s primary representative with all parties involved in the closing process.
Identifies, collects, and reviews all items and documents required for closing.
Engages and interfaces with legal counsel during preparation of closing documents.
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 differences and believe unique perspectives make everyone stronger and well-positioned for success.
Assist the day-to-day supervision of Processors and Junior Processors.
Provide service and quality processing of loan files.
Ensure compliance with LBF’s policies and secondary market requirements.
Longbridge is passionate about helping seniors unlock their home equity. As a leading provider of home equity solutions, they're committed to helping older homeowners make the most of what they’ve worked hard to build. Longbridge has earned a reputation for making it easy to access home equity.
Build excitement and establish trust with clients over the phone.
Gather information from clients and systems to provide to lending agents.
Support and contribute to our energetic team of business development enthusiasts.
Above Lending is committed to providing impeccable service and helping clients achieve their financial goals. You will be employed by our parent company Beyond Finance, but actively supporting Above Lending through your work.
Originates residential mortgage loans and manages a sales team.
Markets loan products to real estate agents and prospective homebuyers.
Maintains customer service and manages applicant expectations.
Capital Bank N.A. offers commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands. They have over $3 billion in assets and have been named one of the "Best Banks to Work For" in the U.S. by American Banker.
Answers inbound calls regarding customer account questions and issues.
Creates detailed documentation and cross-sells basic products and services.
Provides information about basic products and services.
Flagstar Bank is a leading regional bank committed to partnering with clients to set goals together, helping them thrive. At December 31, 2025, it had $87.5 billion in assets, $60.7 billion in loans, $66 billion in deposits, and $8.1 billion in total stockholder equity with approximately 340 locations.
Order, track, review, and input data related to payoffs, taxes, and other items for real estate transactions.
Use internal systems like ResWare and Outlook to manage daily work and follow up with third parties on due dates.
Review action lists, communicate with escrow teams on file issues, and participate in learning activities to expand knowledge.
OS National LLC is a Title and Escrow company providing boutique services on a national platform with centralized delivery solutions for mortgage originators and servicers. The company is part of the Opendoor family, has a culture emphasizing kindness, appreciation, growth, and respect, and actively partners with employees for career development.
Proactively resolve production concerns and assist the management team with balancing and assigning work daily.
Use reporting resources to deliver the most up-to-date data for the CV management team.
Maintain job aids and training documents; serve as an SME for process workflows on key clients.
Cotiviti provides healthcare solutions and analytics to its clients. They focus on improving healthcare outcomes and reducing costs through data-driven insights. The company is an equal opportunity employer that values its employees and offers a comprehensive benefits package.
Responds to business phones, directs callers, schedules client appointments, and addresses voicemail messages within 24 hours.
Responds to virtual chat, directing participants to appropriate resources via referral or direct engagement.
Engages with a system-wide referral database, creating referrals for a diversity of internal and external partners.
Equus Workforce Solutions provides workforce development services in North America. They focus on the development, design, and delivery of demand-driven workforce solutions and have a dedicated and passionate team, offering extensive learning opportunities and networking programs.
Service customers through the digital account opening channel.
Review and process consumer applications, determining approval or denial.
Provide support to customers and internal team members via phone, email, and chat.
SouthState is a financial institution that helps customers move forward with personal relationships and forward-thinking solutions. They are known for recognizing individual contributions, cultivating potential, and inspiring team members to achieve their greater purpose.