Assist Commercial Loan Officers in managing existing credit relationships and supporting new ones.
Analyze financial data, prepare loan review memorandums, and recommend risk upgrades or downgrades.
Underwrite and structure new loans or modifications while ensuring compliance with regulations.
Peak Credit Union is a member-focused financial institution offering banking and lending services. They emphasize community ties and provide comprehensive employee benefits, including medical, dental, and vision coverage.
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.
Own the RenoFi Wiki, ensuring it remains accurate and self-serve for loan officers to originate loans at any time.
Manage new lender onboarding end-to-end, including evaluating partnerships, building training materials, and coordinating internal rollouts.
Oversee ongoing lender administration, reporting, and strategy, including annual renewals, escalation resolution, and relationship management.
RenoFi is a fintech platform that provides home renovation lending solutions, including the first Renovation HELOC. The company is a small, remote-first team of operators, backed by leading investors, and has helped finance over $1 billion in renovation projects.
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.
Lead and manage a team of closing specialists, providing coaching and performance feedback.
Oversee borrower management throughout the closing and funding lifecycle, ensuring efficient execution.
Develop and implement strategies to improve productivity, operational efficiency, and revenue performance.
This company is a financial services organization that provides small business lending solutions, guiding borrowers through the loan closing process. They offer a virtual work environment with a focus on operational excellence and professional growth.
Ensure escrow area functions are performed promptly and correctly by monitoring reports and vendor activities.
Provide training and mentoring to Escrow Department staff while overseeing special projects and deadlines.
Prepare monthly FHA portfolio comparison reports and maintain data programming for escrow workstations.
LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial (Fortune 500), it services over 1.8 million loans and promotes a collaborative culture.
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.
Own the end-to-end enterprise production pipeline from submission through closing.
Serve as the primary operational point of contact and right hand to the Enterprise Account Executive.
Mentor team members and drive process improvements to enhance efficiency and client experience.
eLEND is a mortgage lending company focused on helping borrowers achieve homeownership through exceptional lending solutions. The company values operational excellence, compliance, and client service, and is growing its team.
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.
Execute outbound cold outreach to generate interest and convert lending prospects into active lending partners that drive loan applications.
Host regular meetings and training sessions with loan officers, team leads, branch managers, brokers, and agents to share updates, review performance, and optimize use of Knock's offerings.
Consistently meet or exceed monthly goals for driving new business within an assigned territory.
Knock is redefining the home buying and selling experience by providing a Bridge Loan that empowers homebuyers to 'buy before they sell'. Founded in 2015, Knock has grown into a trusted partner with a network of 60,000+ loan officers and agents, and has been honored as one of Inc.'s Best Workplaces six times.
Build and develop a business strategy to establish a network of direct and intermediary relationships for sourcing equipment-based finance opportunities.
Manage and maintain relationships with existing and prospective borrowers, qualifying them through financial and non-financial analysis per Triumph Loan Policy.
Lead loan negotiations, seek credit approval, and assist with portfolio management including collections and customer service.
Triumph's Equipment Finance Division provides equipment-based loans through TBK Bank, a Texas-state savings bank. The company fosters a culture of transparency, respect, and innovation, with a focus on helping people triumph through team member growth, customer success, and community prosperity.
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.
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.