Owns the borrower experience from application through signed term sheet.
Manages nonprofit applicants by guiding them through document collection and eligibility review.
Ensures each borrower application is completed in a timely manner and ready for credit review.
B Generous is a fast-growing VC-backed fintech company transforming access to capital for nonprofits and social enterprises. Backed by leading VC funds, banks, and fintech investors, they have built an advanced AI-powered lending marketplace and loan origination platform designed specifically for mission-driven organizations.
Deliver white glove service from submission through close; keep brokers updated.
Manage loan pipelines alongside Account Executives and Underwriters; update systems.
Communicate proactively and professionally; collaborate cross-functionally.
Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. They emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times.
Perform routine loan servicing tasks in alignment with established procedures, standards, and regulatory requirements.
Respond to inquiries from internal partners by providing information, clarifying servicing actions, or routing issues appropriately.
Process servicing updates, account changes, or documentation to ensure accuracy and timeliness.
Sekisui House U.S. is a global leader in homebuilding, with brands including SHAWOOD, Richmond American Homes, and Woodside Homes. The company has built over 2.6 million new homes and promotes a culture of professionalism, teamwork, health & wellness and work-life balance.
Answer inbound customer calls and provide accurate responses.
Manage customer inquiries via the inbound email queue.
Support the Pending Lender Approvals process.
Caribou aims to provide financial freedom to its customers, allowing them to concentrate on their priorities. The company utilizes technology to connect customers with community banks and credit unions, facilitating a quick process.
Review new loan submissions for completeness and accuracy, ensuring all required documentation is received.
Communicate proactively with borrowers, loan officers, investors, and contractors to gather missing items and resolve conditions.
Prepare files for underwriting by verifying income, assets, liabilities, credit, and property documentation.
RenoFi is transforming the way homeowners finance their renovations while continuing to serve traditional mortgage demand. They are building the nation’s leading renovation lending platform, empowering homeowners to tap into their future home value, not just the equity they already have.
Contact borrowers via phone and email to facilitate the loan application process.
Collect required documents from your customers during the application, move the transaction through the underwriting process, and quickly arrange a closing with the customer.
Utilize strong communication and critical thinking skills to quickly engage borrowers, sell them on the benefits of our loan, and drive the transaction to close in 1 to 2 calls.
Achieve is a digital personal finance company helping people move from struggling to thriving. They have over 2,500 employees and a culture that focuses on putting people first and treating them like humans.
Audit file for completeness and accuracy to ensure compliance.
Prepare CD and coordinate closing date with the processor and closing agent.
Prepare loan documents and ensure the closing package is complete and compliant.
Inspire Home Loans, as an affiliate of Century Communities, aims to make homeownership possible. They focus on building sustainable, affordably priced homes, and strive to provide the resources, opportunities, and benefits team members need to build successful careers.