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.
Own pipeline from initial review through final approval, maintaining a consistent daily review cadence and meeting quality standards.
Identify the right conditions for each file, communicating the reasoning clearly to processors and homeowners.
Ensure property title is free of restrictions and identify specific conditions needed to cure any title issues.
Splitero helps homeowners access their home equity without monthly payments, offering a modern alternative to traditional financing. They foster a culture of transparency, innovation, and inclusivity, valuing every team member's voice and promoting growth as a team and as individuals.
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.
Conduct commercial real property research and analysis.
Prepare valuation and expert advisory reports for various purposes.
Manage document requests, build valuation models, and conduct site visits.
J.S. Held is a global consulting firm combining technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. They foster a high-energy, collaborative environment that rewards hard work and values employees as people needing flexibility.
Thoroughly evaluate credit and property documents in loan files to identify potential risks.
Advise on loan decisions, approving, declining, or suspending loans based on underwriting guidelines and investor requirements.
Maintain underwriting turn times and provide guidance to processors and loan officers on a case-by-case basis.
New American Funding is a mortgage company. They are committed to helping families realize the American Dream of home ownership with a variety of loan options and a streamlined process.
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.
Manage, coach, counsel, and develop assigned staff in the assigned escrow division(s).
Oversee vendor(s), including monitoring scorecards, performance, and conducting quality control audits.
Ensure compliance with property tax, mortgage insurance, loss draft, and property insurance regulatory requirements.
LoanCare is a leading full-service mortgage loan subservicer. They deliver excellence to banks, credit unions, independent mortgage companies, investors, and the homeowners they support. They subservice over 1.8 million loans in 50 states.
Assist in reviewing credit applications and gathering documentation for analysis.
Input and organize financial data to support deeper evaluations by the underwriting team.
Ensure proper documentation of underwriting decisions and maintain up-to-date records.
Keep provides Canadian businesses with cross-border banking services like credit cards, deposit accounts, currency conversion, and revenue financing. It is a venture-backed fintech startup led by experienced entrepreneurs, with a remote-friendly, inclusive, and collaborative culture.
Build the department ground up, while performing line level roles as volume and need dictate.
Hire and manage direct reports to maximize productivity, ensure accurate lending decisions, appropriate controls, effectiveness and efficiency.
Partner with credit policy to refine lending policies, and update procedures as needed to improve efficiency or provide additional risk controls for the department.
Longbridge helps seniors unlock the power of their home equity. They have earned a reputation for making it easy and stress-free to access home equity and have been named a Great Place to Work® three years in a row.
Prepare and file mortgage insurance claims, reconciling advances and validating supporting documents.
Maintain clear records and reports for management, assist with updating workstations, and track claim payments.
Conduct research, manage a task queue, and communicate effectively to work independently and meet deadlines.
LoanCare is a leading full-service mortgage loan subservicer for banks, credit unions, and other financial institutions, supporting over 1.8 million loans. Backed by Fortune 500 company Fidelity National Financial, it offers a culture built on integrity, innovation, and collaboration, providing resources for employee growth and flexibility.
Support the Partner Solutions team in managing relationships with financial institution partners, contributing to their success.
Assist in developing marketing collateral and researching best practices to optimize partner use of the Pre-Approvals solution.
Collaborate with internal teams to support partner strategies and ensure timely resolution of partner needs.
SavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They have been recognized as a top place to work and are an Inc. 5000 Fastest Growing Company.
Review credit, income, and assets to determine borrower creditworthiness and repayment ability.
Review property appraisal reports ensuring the value of the property is accurately presented.
Follow AUS findings and manually underwrite loans, leveraging knowledge of loan products.
Inspire Home Loans is an affiliate of Century Communities, striving to make homeownership a reality. The company focuses on building sustainable, affordably priced homes, offering resources, opportunities, and benefits for successful careers.
Generating revenue growth and managing Credit Union client relationships.
Developing alliances with senior client management and offering recommendations.
Identifying new ways to grow our business and expand current partnerships.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries and invest in new advanced technologies to unlock the power of data.
Support the bank's deposit portfolio by producing clear, accurate reporting and delivering analytical insights to guide product strategy.
Track deposit trends, evaluate product performance, and contribute to forecasting efforts for pricing and balance sheet management.
Work closely with product managers and analytics partners to translate data into actionable recommendations and strengthen performance dashboards.
Grow Financial Federal Credit Union is a member-owned credit union focused on serving its members and communities, not profit. It is a national award-winning organization with a diverse, collaborative culture and over 600 team members.
Complete the government insuring process for FHA, VA, and USDA loans post-closing.
Ensure loans are insured in a timely and accurate manner.
Monitor pipeline, follow up on missing documentation, and coordinate with internal and external stakeholders.
Equity Prime Mortgage (EPM) was founded in 2008 and has become a leading mortgage lender in the U.S. They aim to offer top-tier financial services and exceptional communication, and are headquartered in Atlanta, GA, licensed in 50 states.
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.
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.
Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country.
Clear communication of all exam findings to branch management, exam managers and compliance leadership.
Ensure risks and adverse trends are identified and escalated.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. They have locations and subsidiaries across the United States, Canada, the United Kingdom and Germany.
Generate revenue growth and manage your client relationships in a named account environment.
Act as a strategic partner and primary contact, helping clients utilize data, analytics, software, and technology solutions.
Uncover new opportunities by developing relationships with new partners across the financial services industry.
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, they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland. Experian's culture and people are important differentiators and we take our people agenda very seriously.