Underwrite residential mortgage loan applications in compliance with company, investor, and regulatory guidelines.
Analyze borrower credit, assets, and income, including complex income scenarios.
Partner with Loan Officers, Account Managers, and Operations to resolve file-level questions and move loans efficiently toward closing.
Lendz Financial is a full-service direct wholesale residential mortgage lending platform focused on helping mortgage brokers grow their loan origination volume. They emphasize a modern, customer-centric approach and are proud to be certified as a Great Place to Work.
Acting as a mortgage originator for your own pipeline of loans
Maximizing lock and fund conversions for leads provided to you
Building relationships with your buyer’s realtors and keeping them informed throughout the transaction
Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. They leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. They have funded over $100 billion in loans for their customers.
Manage individual pipeline on a daily basis by completing Conventional loans.
Identify any document deficiencies, request additional information and/or documentation from Clients as needed.
Contact clients to provide updates and clarification on outstanding conditions and deficiencies identified on loans
AmeriHome Mortgage is a Western Alliance Bank company, which is a wholly owned subsidiary of Western Alliance Bancorporation. Western Alliance Bancorporation has more than $80 billion in assets and provides tailored commercial banking solutions and consumer products.
Work in a team-oriented environment as a Single Point of Contact on the loan file.
Gather and clear conditions to get the file to closing quickly.
Maintain relationships by offering a high level of service during the loan process.
Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership with customized mortgage loan solutions for the manufactured housing marketplace. They leverage state-of-the-art business automation and skilled professionals, fostering a culture of teamwork, integrity, excellence, and service, with a strong belief in work/life balance and a positive environment.
Solve escrow issues without involving the Loan Officer when possible.
Disclose Loans, answer all borrower questions or refer to Loan Officer as needed.
Collect all necessary items needed to prepare the Closing Disclosure (CD), and ensure timely drawing and delivery of the CD in order to meet the expected close of escrow.
Summit Funding, Inc is a privately owned top 50 national mortgage lender. Founded in 1995, they strive to be the best with a growth mindset and positive culture, positioning the company as a leader in the mortgage industry.
Proactively sell and promote financial solutions based on deep understanding of client needs.
Develop and maintain a consumer client base to facilitate direct sales.
Ensure efficient delivery of services to clients and direct business flow appropriately.
Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify the top-fitting candidates and share this shortlist with the hiring company.
Coordinate all aspects of finalizing the loan closing process.
Communicate with clients, borrowers, internal staff, and outside agencies to facilitate all closing issues in a timely manner.
Review and manage daily reporting and dashboards for CD prep, closings and disbursements.
Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with services they need in connection with a loan. They have an entrepreneurial mindset and are driven and committed to their cultural values: Connect, Collaborate, Communicate, Care, and Celebrate.
Partner with clients to create tailored solutions from Experian's platform offerings.
Collaborate with sales teams and internal experts to design solutions for complex deals.
Serve as a the strategic link between sales partners and the Solution Engineering and Advisory team.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets and invest in people and new advanced technologies to unlock the power of data and to innovate. A FTSE 100 Index company, they have a team of 23,300 people across 32 countries with corporate headquarters in Dublin, Ireland.
Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.
Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.
Administer FMLA, State, ADA, and company leaves, adhering to state and federal guidelines and customer policies.
Handle a high volume of Bilingual Spanish incoming calls promptly and professionally, providing efficient follow-up via phone and email.
Maintain complete and accurate leave documentation within our database, demonstrating respect and confidentiality for callers.
ComPsych is a global leader in organizational mental health, well-being, and absence management, dedicated to maximizing human potential in workplaces. They serve over 75,000 customers worldwide, impacting over 160 million lives across 200 countries, combining technology with human expertise.
Guide borrowers through the mortgage loan process, ensuring compliance and providing necessary documentation.
Build referral relationships with top real estate agents, strengthening partnerships and expanding networks.
Drive fully integrated transactions by connecting customers, agents, and the loan process through Zillow’s platform.
Zillow Home Loans is revolutionizing the home financing experience as part of a dynamic and fast-growing FinTech company. The company helps reshape how consumers buy, sell, and finance homes in a collaborative and high-energy environment with a team of innovators and problem solvers.
Assist customers across multiple channels to deliver a consistent and positive experience.
Resolve inquiries and issues promptly, taking ownership until resolution.
Actively listen and identify customer needs, offering appropriate solutions.
Protective helps protect customers against life’s uncertainties, providing protection and peace of mind when customers need it most. They offer a supportive environment with comprehensive benefits, focusing on employee well-being and work/life balance.
Prepare preliminary and final Closing Disclosures.
Partner with Settlement Agents to balance loan figures.
Review documentation and ensure accuracy for estimated closing dates.
Deephaven Mortgage has been a pioneer and leader in non-QM since our origin in 2012, championing mortgage borrowers who can't qualify for traditional loans.
Support mortgage quality review to verify vendor's underwriting practice following BMO’s requirements.
Execute work and audit files to ensure timely, accurate, and efficient service delivery.
Analyze root causes of any errors discovered during underwriting to provide for effective communication and coaching.
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life, offering personal and commercial banking, wealth management and investment services.
Review and adjudicate vehicle loan applications by assessing an applicants’ creditworthiness.
Detail oriented and able to closely follow credit policy rules to ensure risk parameters are consistently followed.
Provide prompt and efficient customer-oriented service to all stakeholders.
Eden Park Inc. is a dynamic automobile finance brand committed to enabling their dealer partners to sell more cars. EdenPark is a wholly owned subsidiary of Fairstone Financial Inc., which is a subsidiary of Fairstone Bank of Canada, with a wide network of automobile dealers and tens of thousands of consumers.
Prepare renewal quotes for contracts and submit to clients.
Manage agreements efficiently and accurately, updating the contract management system.
Partner with Sales and Customer Success to save at-risk renewals.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns
Calmly attempt to resolve and de-escalate any issues
Escalate interactions when necessary and appropriate
TP is a global, digital business services company. They deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways. TP has more than 500,000 inspired and passionate people speaking more than 300 languages and a global scale and local presence.