Source Job

• Support clients and their employees in navigating education assistance programs.
• Follow documented workflows and maintain detailed case notes to ensure accurate support.
• Communicate clearly and empathetically to guide borrowers through complex processes.

PeopleJoy provides managed education benefits software for employers committed to their people and purpose. Their culture emphasizes customer-first, accountability, and continuous improvement, with a diverse team united by a shared drive to help others.

• 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.

• Work independently in a fast-paced remote environment with management and team guidance.
• Handle inbound and outbound phone calls and emails through our dialer system.
• Assess customer needs, explore all options, and introduce different types of loans.

Reprise Financial simplifies the financial journey by making personal loans accessible and transparent. They foster a workplace built on innovation, collaboration, and kindness.

• Review mortgage loan documentation and source data for accuracy and completeness before boarding.
• Verify critical loan information and resolve discrepancies with origination, closing, and servicing teams.
• Support regulatory compliance and maintain organized records of investigations and resolutions.

Our partner is a mortgage servicing company focused on accurate loan boarding and data integrity. It fosters a collaborative, team-oriented environment with a commitment to service excellence and member experience.

• 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.

• Support underwriting of renewable energy project finance and review project documentation.
• Assist in due diligence efforts and maintain organized data rooms for compliance.
• Collaborate with cross-functional teams and stay updated on industry trends.

Maxwell Power is transforming how renewable energy projects are financed across the United States. Our team is committed to operational excellence and innovation, fostering a collaborative, fast-paced environment as we grow.

• Supports loan boarding and de-boarding processes within Transfer Services
• Responds to Client Relations tickets and makes data corrections as needed
• Orders, mails, and reviews RESPA or Transfer related letters for loan boarding and offboarding

LoanCare is a leading full-service mortgage loan subservicer, helping customers with home purchase transactions. Backed by Fidelity National Financial, a Fortune 500 company, they offer a culture built on integrity, innovation, and collaboration.

• Manage the loan remediation pipeline, tracking, prioritizing, and updating cases to ensure timely resolution.
• Review and verify loan documents for compliance, accuracy, and completeness.
• Collaborate with internal teams and stakeholders to drive cases to resolution and identify process improvements.

LoanCare is a leading full-service mortgage loan subservicer, providing servicing solutions to banks, credit unions, and independent mortgage companies. With over 1.8 million loans subserviced and senior managers averaging nearly 30 years of experience, the company fosters a collaborative culture focused on integrity and innovation.

• Drive forward movement within the post-trial pipeline by proactively removing barriers and ensuring timely progression.
• Obtain medical records and prescriptions from prescribers while maintaining accurate client records in CRM.
• Communicate consistently with speech language pathologists, clients, and care providers to complete sales and secure funding.

Lingraphica is a mission-driven organization providing speech-generating devices to help people with communication impairments improve their quality of life. They are a leader in augmentative and alternative communication technology, with a fast-paced, goal-oriented culture focused on helping individuals, families, and care teams.

• Respond to incoming customer calls and address their questions with exceptional service.
• Manage customer inquiries, process payments, and educate on products and services.
• Keep customer accounts accurate and up-to-date while maintaining high-quality support.

Enova International is a leading financial technology company that provides online financial services through its AI and machine learning-powered platform. The company is values-driven and fosters an inclusive culture where employees can thrive.

• Respond to customer inquiries and provide accurate information and assistance.
• Troubleshoot basic customer issues and process customer requests.
• Navigate multiple computer applications while maintaining accurate documentation.

Rooted Talent Solutions is building a professional network of remote customer-service representatives focused on creating positive customer experiences. They are seeking dependable, technology-comfortable individuals to work independently in a remote environment.

• Prepare, review, and coordinate local Ethics Committee and regulatory submissions for clinical studies.
• Collaborate with internal teams and study sites to align site start-up activities and ensure timely submissions.
• Maintain accurate trial status information, local files, and current knowledge of applicable procedures and regulations.

• Prepare mortgage insurance claims on assigned agency or investor-acquired properties.
• Complete reconciliation of all advances to be included in the claim.
• Validate all necessary supporting documents needed for the claim.

LoanCare is a leading full-service mortgage loan subservicer serving banks and credit unions. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and have a seasoned team.

• Provide technical support for Dealertrack software products.
• Troubleshoot system issues and document resolutions in CRM.
• Manage multiple customer cases while meeting service levels.

They provide automotive dealership software solutions. The company fosters a collaborative, fast-paced environment with opportunities for professional development.

• Assist with preparing dispute packets and reviewing client credit information using established procedures.
• Conduct bureau-related calls using approved processes and maintain clear documentation.
• Support administrative tasks such as maintaining client records in GoHighLevel and using Slack and Notion for communication.

20four7VA provides remote independent contractors to clients worldwide, focusing on developed markets like the US, UK, Canada, and Australia. They offer a vibrant community, free training, and constant support for their contractors.

• Ensure timely and accurate adjudication and payment of medical claims.
• Process appeals and disputes by gathering and verifying claim information.
• Work independently and as part of a team to meet daily processing quotas.

Sana is a health plan solution built for small and midsize businesses, designed around integrated primary care. Founded in 2017, Sana is remote-first with a fully distributed team across the U.S., valuing curiosity, ownership, and speed.

• Provide excellent customer service while ensuring customer accounts comply with state resale certificate regulations.
• Process resale renewals, monitor incoming faxes and emails, and update customer information within 24 hours.
• Collaborate with Inside Sales and Credit to resolve resale issues, meet monthly deadlines, and maintain accurate customer records.

SanMar is a leading apparel and accessories company, providing private label and brand-name products like Nike and The North Face. They have a large workforce across North America and emphasize a supportive, inclusive culture focused on employee growth.

• Index or verify documents efficiently and accurately to meet high-quality standards.
• Switch between various customer contracts while maintaining unique guidelines for each.
• Collaborate with your team lead or manager to ensure timely execution of assigned tasks.

4SSG UK Limited provides data processing services, specializing in document indexing and verification for various customer accounts. The company fosters a remote work culture with flexibility and a focus on collaboration and quality.

• Serve as the first point of contact for technical support on smart cooler vending equipment, including mobile apps, payment readers, and connectivity issues.
• Guide customers through structured troubleshooting, documentation, and escalation to Tier II when needed.
• Maintain accurate records and communicate clearly with customers to resolve issues efficiently.

Smart Cooler Vending provides smart cooler vending equipment and connected solutions for operators. The company is a growing organization with a focus on customer success, technical support, and innovation in unattended retail.

• Monitor automated affidavit workflows from generation through completion, identifying affidavits requiring manual intervention.
• Review affidavits for accuracy, completeness, and compliance, and serve as an authorized affidavit signer.
• Research state and jurisdictional requirements, translate them into clear operational processes, and resolve compliance gaps.

The partner company operates a technology platform that automates affidavit workflows, ensuring accuracy and compliance. The company fosters a mission-driven, remote culture with a focus on process improvement and scalability.