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.
Supports loan boarding and de-boarding processes within Transfer Services
Responds to Client Relations tickets and makes data corrections as needed
Orders, mails, and reviews RESPA or Transfer related letters for loan boarding and offboarding
LoanCare is a leading full-service mortgage loan subservicer, helping customers with home purchase transactions. Backed by Fidelity National Financial, a Fortune 500 company, they offer a culture built on integrity, innovation, and collaboration.
Serve as the primary relationship manager for a portfolio of servicing clients and strategic partners.
Oversee servicing operations, transfer initiatives, and operational excellence across assigned portfolios.
Monitor portfolio performance metrics and coordinate with internal teams to drive client experience.
Zippy is a fintech company that provides home loans and insurance exclusively for manufactured home buyers, offering a seamless digital experience. The remote-first team is spread across multiple states, backed by institutional investors, and committed to finance happiness through homeownership.
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.
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.
Ensure escrow area functions are performed promptly and correctly by monitoring reports and vendor activities.
Provide training and mentoring to Escrow Department staff while overseeing special projects and deadlines.
Prepare monthly FHA portfolio comparison reports and maintain data programming for escrow workstations.
LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial (Fortune 500), it services over 1.8 million loans and promotes a collaborative culture.
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.
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.
Coordinate complex, high-volume mortgage servicing transfer projects from planning through completion.
Serve as a central point of contact connecting clients, servicing partners, and internal teams.
Ensure servicing transfers are delivered accurately, on schedule, and in line with defined requirements.
The company specializes in mortgage servicing transfer coordination, serving as a partner in the financial services industry. They offer a collaborative, remote-first culture with a focus on professional growth and support.
Prepare and manage mortgage insurance claims across multiple agencies and investor requirements.
Reconcile financial information and validate supporting documentation for accuracy.
Conduct research, resolve discrepancies, and maintain detailed records for claims operations.
The company specializes in mortgage insurance and claims operations within a fast-paced financial services environment. They focus on accuracy, timely processing, and employee development, fostering a collaborative culture.
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.
Complete mortgage accounting activity reports for agency, guarantor, investor, and client portfolios.
Utilize SQL coding to analyze servicing, reporting, and remittance data.
Reconcile mortgage accounting records and resolve outstanding reconciling items.
LoanCare is a full-service mortgage loan subservicer that delivers excellence to banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, they subservice over 1.8 million loans and have a seasoned team averaging nearly 30 years of experience.
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.
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.
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.
Manage mortgage insurance premium payments, disbursements, and reconciliations across a large portfolio.
Ensure compliance with investor guidelines and maintain accurate documentation and system records.
Identify and resolve discrepancies, exceptions, and data issues in loan-level mortgage insurance information.
The company specializes in mortgage insurance administration within a large servicing portfolio. The team values accuracy, accountability, confidentiality, and teamwork.
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.
Work independently in a fast-paced remote environment with management and team guidance.
Handle inbound and outbound phone calls and emails through our dialer system.
Assess customer needs, explore all options, and introduce different types of loans.
Reprise Financial simplifies the financial journey by making personal loans accessible and transparent. They foster a workplace built on innovation, collaboration, and kindness.
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.
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.