Review and verify application details, assess lender requirements, and determine appropriate deal placement.
Manage submissions, financial records, and approvals using Salesforce and digital tools.
Collaborate with loan officers and underwriters to support accurate and timely funding processes.
The company is a partner firm specializing in business financing solutions. They operate remotely with a focus on efficient processing and funding of small business loans.
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.
Review and process credit applications, pulling reports, references, and financials to manage risk and support sales.
Communicate with customers and internal teams to negotiate credit solutions and provide guidance.
Monitor customer accounts, maintain records, and report on specific segments to mitigate risk.
SanMar is a apparel and accessories company that provides products and services to the promotional products industry. With a large workforce, the company fosters a collaborative culture with a focus on teamwork and professional growth.
Evaluate prospective commercial borrowers and analyze complex financial information to assess credit risk.
Prepare comprehensive credit memorandums and supporting documentation for loan approval.
Mentor junior credit team members and collaborate across departments to improve credit processes.
This is a remote opportunity with a partner company that manages applications. They focus on commercial lending and portfolio management, seeking an experienced credit professional. The culture is collaborative, inclusive, and supportive, with a focus on process improvement and work-life balance.
Make outbound calls to prospective customers to discuss mortgage loan interest and refinancing needs
Gather customer financial information and communicate next steps to loan officers
Provide high-level customer service through email and phone to create an exceptional experience
New American Funding is a mortgage lender focused on helping customers achieve home financing goals through loan origination and refinancing. The company supports a customer-centered culture and offers a remote work environment.
Evaluate and underwrite a broad range of lending opportunities while maintaining sound credit risk.
Manage transactions from initial review through approval, funding, and closing.
Collaborate with business development and client-facing teams to support informed lending decisions.
The company provides commercial lending and credit underwriting services. It fosters a culture focused on financial inclusion, innovation, collaboration, and professional growth.
Review and validate loan application and funding documents, including contracts and required project documentation.
Respond to installer support requests and assist with questions regarding applications, project requirements, documentation, and funding.
Support administrative tasks for installer onboarding, project processing, and ongoing account support while upholding OneEthos' ethical solar principles.
OneEthos is a purpose-driven fintech startup founded by community bankers to provide best-in-class digital solutions for community financial institutions, focusing on ethical solar financing and impact banking. The remote-first team of software engineers, growth accelerators, and partner success facilitators is driven, mission-aligned, and committed to sustainability and social impact.
Support complex financing activities, including taxable and tax-exempt debt issuance, negotiations, and preparation of materials for senior leadership.
Monitor compliance across outstanding debt obligations, manage quarterly and annual reporting, and maintain accurate documentation.
Work independently in a fast-paced remote environment, communicating with customers primarily through text-based channels.
Guide customers through the loan application process, answering questions, addressing objections, and keeping applications moving forward.
Meet monthly performance metrics while applying knowledge of consumer lending and customer service to deliver excellent outcomes.
Reprise Financial simplifies the financial journey for customers by providing transparent personal loans up to $25,000 through an online process and customer-first approach. The company fosters a culture built on innovation, collaboration, and kindness, with open communication and growth opportunities for employees.
Oversee daily loan-level accounting for residential mortgage lending, including funding, warehouse financing, and secondary marketing.
Manage general ledger and month-end close processes, ensuring compliance with US GAAP and mortgage regulations.
Lead and mentor staff accountants while maintaining internal controls and coordinating audit requests.
New American Funding is a full-service mortgage lending company specializing in residential mortgage lending and related financial services. The company emphasizes a collaborative, compliance-focused culture and offers full-time benefits including 401k, health, dental, vision, and paid vacation.
Handle inbound and outbound calls and emails to assist customers with loan applications and questions.
Assess customer needs, explain loan options, and build trust to ensure satisfaction throughout the application process.
Meet monthly sales metrics while adhering to state and federal lending laws and compliance guidelines.
Reprise Financial is on a mission to simplify the financial journey for customers, making personal loans accessible and transparent. We foster a workplace built on innovation, collaboration, and kindness, providing tools and support for employees to thrive.
Support a team of SBA Lenders by managing customer experience and expectations, including problem resolution and service.
Coordinate transactions with customers, third-party consultants, and internal departments to ensure full-cycle integrity.
Collect and maintain required documentation for customer requests and credit packages via the Loan Operating System.
Capital Bank N.A. is a publicly traded commercial and consumer bank headquartered in Maryland, serving clients in Maryland, DC, and Northern Virginia with two nationwide lending brands. With over $3 billion in assets and a culture that fosters an entrepreneurial spirit, the bank has been named one of the "Best Banks to Work For" in the U.S. for six of the last seven years.
Execute and improve Deposit Operations functions through daily queue monitoring, exception resolution, reconciliation, and analysis.
Act as primary Tier II support contact, troubleshoot issues, and recommend systemic improvements.
Assess risk trends, support escalations with root-cause analysis, and drive process improvements.
Forbright is a nationwide full-service bank and commercial lender helping clients and communities build a brighter future. It is a dynamic, mission-driven team with a collaborative, inclusive culture and an exciting growth trajectory.
Underwrite a variety of lending products efficiently, applying credit policies and minimum standards to manage risk.
Collaborate with Business Development Officers to provide consultative credit perspectives and review deal packages.
Manage the underwriting process from initial review through closing, including financial analysis, due diligence, and mentoring team members.
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.
Manage corporate card activity and reconcile program-related event and travel expenses accurately and efficiently.
Review financial expenditures for accuracy, completeness, and proper documentation within each billing cycle.
Collaborate with program finance teams and stakeholders to ensure compliance with policies and regulations.
Their partner company provides essential financial and administrative support to a government-focused program with meaningful public-sector impact. The organization offers a fully remote environment and opportunities to collaborate across teams, supporting a critical government mission.
Draft, review, and negotiate financing documents and third-party contracts.
Review and manage template agreements including NDAs and loan closing packages.
Support legal operations, regulatory compliance, and business stakeholder collaboration.
Pathward is a financial empowerment company dedicated to creating financial inclusion for all by removing barriers to financial access. The company fosters a culture of innovation and collaboration, valuing diverse perspectives and a HUMBLE*HUNGRY*SMART approach, with a team of problem solvers.
Serve as a frontline customer experience specialist providing technical support to healthcare professionals and labs.
Troubleshoot software, devices, and customer workflows, resolving issues independently or escalating with clear documentation.
Collaborate across teams and contribute to scalable support processes in a high-volume, remote environment.
Beacon Biosignals is transforming precision medicine for the brain with at-home EEG platforms for clinical development and diagnostics. We're a scaling company with a strong remote culture and a focus on improving patient outcomes.
Manage cash reporting, forecasting, and banking operations across corporate and fund entities.
Execute transactions for deal fundings, intercompany reimbursements, and corporate credit programs.
Collaborate with finance team to improve treasury processes and systems.
Fundrise is a financial technology company democratizing private investments, with over 2 million users and $3B in assets. Recognized by CNBC and Inc. 5000, we offer a remote-first culture with significant equity and benefits.
Respond to incoming phone calls, emails, and chat messages requesting technical support.
Log all service desk interactions, provide first-level support for desktops, laptops, printers, mobile devices, software, and basic network issues.
Escalate issues when necessary, follow up with customers, and continuously improve technical skills through training and certifications.
DYOPATH is an IT service provider offering technical support and managed solutions. The company is recognized for its award-winning culture and invests in employee development, fostering a fun and respectful teamwork environment.
Serve as primary point of contact for clients, managing inbound and outbound communications with professionalism.
Resolve complex consumer issues and advise first-level representatives on high-level issues.
Utilize web-based tools to efficiently resolve inquiries and ensure seamless customer experience.
TP is a leading global provider of digital business services, partnering with prominent brands to optimize operations through technology and sustainable practices. With a global workforce of 500,000 across 300 languages, TP is a force for good in communities and for clients.