Verifies, compiles, and inputs application information for mortgage loans.
Recommends loan denials or restructures based on standards.
Submits loan files for underwriting approval and communicates with borrowers.
PRMG is a mortgage company that processes residential loans. They cultivate a family-like work environment with a casual, professional, team-oriented culture and value work-life balance.
Guide borrowers through the lending process by evaluating loan needs and recommending appropriate solutions.
Analyze complex financial data to identify risks and ensure regulatory compliance.
Collaborate with cross-functional teams to resolve issues and maintain loan pipeline progress.
Sekisui House U.S. is a global leader in homebuilding, building brands like SHAWOOD, Richmond American, and Woodside. With a 60+ year history and over 2.6 million homes built, we promote a culture of professionalism, teamwork, health & wellness, and work-life balance.
Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
Send documentation requests and review files before submitting for pre-approval.
Manage the Mortgage Advisor's calendar and track lead activity in the CRM.
Better is an AI-native platform rebuilding home finance, having funded over $110B in loans and raised over $1.2B in equity capital. They operate at real scale with a focus on modernizing the mortgage industry.
Assist Commercial Loan Officers in managing existing credit relationships and supporting new ones.
Analyze financial data, prepare loan review memorandums, and recommend risk upgrades or downgrades.
Underwrite and structure new loans or modifications while ensuring compliance with regulations.
Peak Credit Union is a member-focused financial institution offering banking and lending services. They emphasize community ties and provide comprehensive employee benefits, including medical, dental, and vision coverage.
Identify new customers and lending opportunities with property investors and referral partners, driving sales and building relationships.
Cultivate strong relationships with existing and new borrowers through in-person meetings, calls, and emails, serving as primary escalation point.
Stay current on industry trends, attend conferences, and leverage CRM to manage client database and meet monthly loan volume goals.
Anchor Loans is a private direct lender to residential real estate investors, specializing in bridge loans, ground-up construction, and single-family rental solutions. As part of Pretium Partners ($60B AUM), we have surpassed $10 billion in total fundings and foster a culture of teamwork, innovation, and accountability.
Execute outbound cold outreach to generate interest and convert lending prospects into active lending partners that drive loan applications.
Host regular meetings and training sessions with loan officers, team leads, branch managers, brokers, and agents to share updates, review performance, and optimize use of Knock's offerings.
Consistently meet or exceed monthly goals for driving new business within an assigned territory.
Knock is redefining the home buying and selling experience by providing a Bridge Loan that empowers homebuyers to 'buy before they sell'. Founded in 2015, Knock has grown into a trusted partner with a network of 60,000+ loan officers and agents, and has been honored as one of Inc.'s Best Workplaces six times.
Calculate Knock Bridge Loan advance amounts and condition loan files for accuracy and compliance.
Manage a daily pipeline of loans while maintaining quick turn times and high-level customer service.
Communicate effectively with internal teams and external partners to ensure smooth loan processing.
Knock redefines the home buying and selling experience with its Knock Bridge Loan™, empowering homebuyers to buy before they sell. Founded in 2015, it has grown into a trusted partner with 60,000+ loan officers and agents, earning 900+ five-star reviews and an A+ BBB rating.
Oversee and maintain all aspects of the client relationship.
Serve as main point-of-contact for client inquiries and concerns.
Provide monthly business review for client on trends, SLAs, etc.
LoanCare is a full-service mortgage loan subservicer that delivers excellence to banks, credit unions, and homeowners. Backed by the strength of a Fortune 500 company, it offers a career foundation built on integrity, innovation, and collaboration.
Resolves incoming customer inquiries and requests related to mortgage loans.
Reaches out to borrowers to resolve payment issues and documents interactions.
Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.
Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.
Supervise the Claims Department to ensure compliance with policies, investor guidelines, and regulations while enhancing staff performance through goal setting and coaching.
Monitor audit findings, implement procedural improvements, and handle escalations to maintain department success.
Provide regular loan status reports, conduct one-on-one meetings with direct reports, and facilitate training for new and existing employees.
LoanCare is a leading national provider of full service mortgage loan subservicing, serving banks, credit unions, and homeowners since 1991. Backed by Fidelity National Financial, a Fortune 500 company, they subservice over 1.8 million loans and offer a culture of integrity, innovation, and collaboration.
Prepare mortgage insurance claims on assigned agency or investor-acquired properties.
Complete reconciliation of all advances to be included in the claim.
Validate all necessary supporting documents needed for the claim.
LoanCare is a leading full-service mortgage loan subservicer serving banks and credit unions. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and have a seasoned team.
Drive the full sales cycle for mortgage prospects, acting as a product advisor and consultative seller.
Manage complex buying committees and expand accounts by identifying new use cases.
Collaborate with Product and Solutions Engineering to scope integrations and bring customer feedback.
Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data. The company is backed by Kleiner Perkins and is an approved verification vendor for Fannie Mae and Freddie Mac.
Provide administrative and operational support to mortgage loan originators throughout the loan process.
Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
Maintain organized loan files and verify completeness before forwarding to the processing team.
Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.
Originate reverse mortgage loans by building rapport with borrowers and developing referral relationships.
Guide borrowers through the application and loan origination process while structuring and pricing loans accurately.
Self-source business through professional networks and community contacts to build a book of business.
They are a mortgage lending company specializing in reverse mortgages, helping homeowners aged 62 and older leverage home equity for retirement. They partner with Jobgether to offer remote roles and support from operational teams, with a focus on relationship-driven lending.
Own the RenoFi Wiki, ensuring it remains accurate and self-serve for loan officers to originate loans at any time.
Manage new lender onboarding end-to-end, including evaluating partnerships, building training materials, and coordinating internal rollouts.
Oversee ongoing lender administration, reporting, and strategy, including annual renewals, escalation resolution, and relationship management.
RenoFi is a fintech platform that provides home renovation lending solutions, including the first Renovation HELOC. The company is a small, remote-first team of operators, backed by leading investors, and has helped finance over $1 billion in renovation projects.
Own the customer relationship from kickoff through go-live and beyond, acting as the face of Loancrate to lenders.
Advise on implementation by translating current-system processes into optimal Loancrate configuration.
Be the mortgage-fluent voice in customer conversations, handling objections and selling ongoing value.
Loancrate builds AI-native tooling to automate mortgage workflows, aiming to make home-buying simpler and less expensive. Their remote team has enabled over $85 billion in new home loans since 2020, and they value collaboration, open communication, and having fun.
Review mortgage loan documentation and source data for accuracy and completeness before boarding.
Verify critical loan information and resolve discrepancies with origination, closing, and servicing teams.
Support regulatory compliance and maintain organized records of investigations and resolutions.
Our partner is a mortgage servicing company focused on accurate loan boarding and data integrity. It fosters a collaborative, team-oriented environment with a commitment to service excellence and member experience.
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.
Underwrite consumer and residential mortgage loan requests, evaluating creditworthiness, repayment capacity, and risk profile.
Ensure compliance with bank policy, regulatory requirements, and risk management standards.
Collaborate with loan officers, originators, and credit administration to structure loans and recommend approvals.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services with a focus on sustainability. As a Certified B Corporation with multiple branches and a growing digital presence, the bank fosters a mission-driven culture of goal-setters, go-getters, and changemakers.