Source Job

• 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.

• Act as primary liaison between BDO, underwriter, borrower, and SBA for collateral review and loan documentation, managing loan application pipelines and ensuring timely closings.
• Leverage extensive SBA knowledge to review loans for eligibility, ensure all loan files are properly documented and meet SBA and bank standards, and enter into ETRAN for approval.
• Build strong relationships with borrowers and internal stakeholders, approach each interaction with a service-first mindset, and address questions and concerns promptly.

They are a Florida Benefit Corporation and FDIC-insured commercial bank offering a full suite of personal and business services, including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans, all designed to power a better future. They are a small to medium-sized team of goal-setters, go-getters, problem solvers, thought leaders, and changemakers, committed to sustainability and ethical banking.

• Oversee daily portfolio service operations, monitor vendor performance, and serve as a key point of contact for client inquiries and issue resolution.
• Conduct meticulous reconciliation and quality control checks on active assignments to maintain high organizational standards.
• Coordinate daily workflows to meet deadlines and ensure strict compliance with client-specific requirements.

OPENLANE builds the world's most advanced digital marketplace for used vehicles, helping customers buy and sell smarter with data-driven insights. The company has about 5,000 employees and maintains a culture of internal promotions, diverse career paths, and meaningful advancement.

• 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.

• 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.

• Manage day-to-day activity of the Alternative Energy Portfolio teams including Credit Analysts, Account Executives, and Portfolio Analysts, performing all managerial duties.
• Develop and implement credit metrics, policies, and procedures, ensuring risk ratings and periodic reviews are performed within guidelines.
• Work cross-functionally with Collections, Asset Management, Legal, and Data Analytics to develop portfolio reports, monitor exposures, and manage workout strategies.

Pathward is a financial empowerment company that works with innovators to increase financial access and promote economic mobility. They are a team of problem solvers and innovators who celebrate differences and embrace the *HUMBLE*HUNGRY*SMART approach.

• Manage support and processing for small to medium EPCs, handling partner requests via email and chat.
• Work with the regional Relationship Manager to understand partner needs and build relationships.
• Surface global insights from partner interactions to improve product and partner experience.

Palmetto is a leading clean tech company accelerating the transition to a clean energy future through renewable energy solutions. They foster a promote-from-within culture with a focus on talent development, career growth, and purpose-driven work.

• Represents the company at client locations to physically review records and assets to verify collateral position.
• Reviews and analyzes client's collateral performance and reporting accuracy.
• Prepares clear and concise written reports summarizing results and recommendations.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger.

• Perform comprehensive credit risk reviews of loan portfolios and modifications.
• Analyze financial statements, cash flow models, and underwriting decisions.
• Clearly communicate findings and recommendations to clients in written reports.

Treliant is a consulting firm serving banks, mortgage originators, fintechs, and financial services companies globally. Founded in 2005, headquartered in Washington, DC, with offices across the US, Europe, and Asia, they foster a diverse and inclusive culture.

• Manage opportunities within current business accounts by cross-selling new products to existing customers.
• Consult with C-level decision makers to understand needs and develop complex solutions for financial institutions.
• Increase revenue by closing deals and building trust with teammates and customers.

Experian is a global data and technology company that powers opportunities by using data, analytics, and software to redefine lending, prevent fraud, and create marketing solutions. They have 22,500 employees across 32 countries and are recognized for their people-first culture, including being named a World's Best Workplace in 2024.

• Drive growth from existing customers through upselling and cross-selling, meeting individual quotas.
• Manage the full sales cycle, develop relationships, and deliver consultative sales presentations.
• Collaborate cross-functionally with Marketing, Product, and Customer Success teams to optimize customer experience.

Qualio is a unified quality and compliance management platform helping regulated organizations get products to market faster. The team is all-remote, distributed across North America, Europe, and Australia.

• Own the integrity of financial records from loan-level accounting to consolidated financial statements.
• Lead technical accounting for mortgage banking instruments, including loans held for sale, MSRs, and hedges.
• Drive the close cycle shorter through automation while maintaining control and SEC reporting excellence.

Better is rebuilding home finance as an AI-native platform, turning mortgage processing from weeks into seconds. With over $110B in loans funded and $1.2B+ raised, it operates at real scale and fosters an innovative, fast-moving culture.

• Lead the bank charter remediation program across Compliance, Risk, QA, Enablement, Engineering, and Banking.
• Translate regulatory requirements into scalable workflows, policies, and controls.
• Own partner bank governance, KPI monitoring, and audit readiness.

Mercury is a fintech company building banking infrastructure for startups, offering financial services through partner banks. The company is scaling its operations to transition into a bank, fostering a culture of rigor, ownership, and customer empathy.

• Prospect, qualify, and close new accounts for working capital financing.
• Build and maintain a network of referral sources to identify capital access needs.
• Meet or exceed volume, margin, fee, and cross-sell targets.

Pathward is a financial empowerment company that creates financial inclusion for all by working with innovators to increase financial availability. They are a team of problem solvers and innovators who celebrate diversity and embrace a HUMBLE*HUNGRY*SMART culture.

• Process commercial financing applications, including SBA loans, working capital, and equipment financing.
• Review and validate borrower documentation to ensure accuracy and compliance.
• Coordinate with lenders and stakeholders to monitor funding milestones and resolve workflow issues.

Jobgether is an AI-powered platform that uses matching technology to connect candidates with job opportunities. It fosters a collaborative global contractor community and provides continuous support and training.

• Actively monitor and manage team pipelines to ensure loans stay efficient and close on time.
• Serve as the go-to person on portfolio guidelines, answering scenario questions and helping with underwriting issues.
• Support team development through training, feedback, and managing daily operations and complaints.

Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage loan solutions for the manufactured housing marketplace. The company has grown since 1999 and fosters a culture focused on teamwork, integrity, excellence, and service, with a family-like work environment.

• Serve as the trusted advisor and liaison between clients and internal teams to manage requests and resolve issues.
• Provide timely, results-based customer service through phone and Zendesk ticketing, triaging and escalating as needed.
• Track key performance indicators like satisfaction, retention, and revenue growth to drive client success.

Enumerate is a software company that provides community association management solutions. They cultivate a collaborative, client-focused culture dedicated to delivering exceptional service.

• Manage and grow a portfolio of key accounts in the government sector with a focus on retention, upselling, and long-term partnerships.
• Develop and execute customer growth and retention strategies aligned with company objectives.
• Serve as the primary liaison between customers, vendors, and internal teams, introducing new products through multiple channels.

Sodexo provides food service, catering, facilities management, and integrated solutions worldwide. They value inclusion and diversity, fostering an environment where all employees are valued and respected.

• Manage, coach, and develop department operations and staff to maximize homeowner outcomes.
• Ensure consumer complaint responses comply with state/federal regulations and CFPB requirements.
• Oversee investor reporting, budgeting, vendor management, and policy development for mortgage resolution.

LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, it offers a career foundation built on integrity, innovation, and collaboration.

• Review loan submissions and generate credit decisions in accordance with investor guidelines.
• Evaluate mortgage applications for eligibility and compliance with state, federal, and investor guidelines.
• Perform credit and property analysis, including complex tax returns, and maintain underwriting quality standards.

New American Funding is a mortgage lending company that provides conventional, FHA, and VA loans. The company operates with a remote workforce and values collaboration and professional development.