Collecting, reviewing, and organizing essential financial documentation from clients with accuracy and timeliness.
Building and maintaining strong client relationships by delivering clear, proactive, and professional communication throughout the onboarding process.
Addressing client questions related to BHG, our financial products, and the loan origination process.
BHG Financial provides financial solutions to accomplished professionals, small businesses, and institutions. They are dedicated to helping clients build upon their success through innovative financial solutions and a hassle-free process. BHG Financial has an award-winning culture.
Reviewing the complete file and ensuring the various documents in the file are in sync with the all the others and the loan application on the system.
Understanding the investor closing requirements before documents are drawn.
Enter required escrow details in the platform
Sutherland Mortgage Services Inc. is a premier nationwide provider of end to end mortgage solutions including originations, underwriting, processing, closing, post-closing and loan servicing support for over 30 years. The company is a collaborative, considerate and friendly team that prioritizes having a diverse, inclusive, and respectful workplace.
Acts as the bank’s primary representative with all parties involved in the closing process.
Identifies, collects, and reviews all items and documents required for closing.
Engages and interfaces with legal counsel during preparation of closing documents.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make everyone stronger and well-positioned for success.
Assess clients’ financial needs and educate them on loan products
Collaborate with verification teams to ensure seamless customer experience
Manage both inbound and outbound calls to meet monthly sales targets
Above Lending is a lending company that provides personal loan products to clients. The company is seeking highly motivated sales agents to join their dynamic team, with a focus on driving revenue growth and building strong client relationships.
Build excitement and establish trust with clients over the phone.
Gather information from clients and systems to provide to lending agents.
Support and contribute to our energetic team of business development enthusiasts.
Above Lending is committed to providing impeccable service and helping clients achieve their financial goals. You will be employed by our parent company Beyond Finance, but actively supporting Above Lending through your work.