Personally underwrite and structure large-ticket commercial credit transactions, including exposures of $1M+ and transactions up to ~$2.5M.
Analyze audited and CPA-reviewed financial statements, leverage, liquidity, coverage, quality of earnings, and other credit indicators.
Co-own credit policy with senior Risk leadership, monitor portfolio performance, and collaborate on automated decisioning.
The partner company is a fast-growing financial technology firm focused on underwriting complex, high-value commercial transactions. It offers a high-autonomy, inclusive workplace with opportunities to shape credit policy and work at the intersection of commercial credit and AI.
You provide comprehensive support to commercial lenders, managing loan processes from origination to closing and ensuring accuracy and compliance.
You coordinate with internal teams to streamline operations and maintain strong relationships with borrowers and partners.
You handle administrative tasks, CRM management, and reporting to keep your lender on track and drive portfolio success.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business banking services with a focus on sustainability and ethical banking. As a Certified B Corporation with a growing digital presence, they foster a culture of goal-setters and changemakers dedicated to social and environmental impact.
Lead and manage a team of closing specialists, providing coaching and performance feedback.
Oversee borrower management throughout the closing and funding lifecycle, ensuring efficient execution.
Develop and implement strategies to improve productivity, operational efficiency, and revenue performance.
This company is a financial services organization that provides small business lending solutions, guiding borrowers through the loan closing process. They offer a virtual work environment with a focus on operational excellence and professional growth.
Create monthly customer-centric content and develop presentations in PowerPoint, Google Slides, and Excel.
TCWGlobal is a staffing agency that provides workforce solutions and places talent in contract roles across various industries. They partner with innovative companies like Marqeta to support their business needs.
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.
Oversee and execute foreclosure processes in compliance with federal standards.
Manage and mentor foreclosure specialists, ensuring timely and accurate processing.
Provide backup coverage and support for team activities and special projects.
LoanCare is a full-service mortgage loan subservicer that delivers excellence to banks, credit unions, and independent mortgage companies. Backed by Fidelity National Financial, a Fortune 500 company, they subservice over 1.8 million loans nationwide, with a seasoned team of senior managers averaging nearly 30 years of experience.
Lead, coach, and develop a team of Partner Operations Specialists through thoughtful feedback and career development.
Build durable operational frameworks to improve product partnership management across Banking and Expansion.
Champion scalable tooling and workflows, ensuring partnership context is accurate and actionable.
Mercury is building a complete finance stack for startups, helping founders spend less time on financial infrastructure and more time building their businesses. The company operates with a focus on thoughtful operational systems, trusted relationships, and seamless execution across multiple teams.
Support new product launches related to state licensing and reporting for money transmission, lending, and international expansion.
Collaborate cross-functionally with legal, compliance, and finance teams to maintain licensing obligations and submit regulatory reports.
Analyze and develop processes using AI to increase efficiency within the licensing program and manage NMLS filings.
Affirm is reinventing credit to make it more honest and friendly, offering buy now pay later solutions without hidden fees. They are a remote-first company with a team dedicated to licensing, compliance, and public affairs.
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.
Supporting the strategic efforts of the POD leader in managing key business accounts.
Managing the collateral feedback and approval process across internal stakeholders.
Creating monthly customer-centric content for the Revenue & Go To Market team.
TCWGlobal is a staffing agency that partners with companies like Marqeta to provide temporary talent. They are a large organization with a culture focused on supporting client needs.
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.
Manage, coach, and develop department operations and staff to maximize homeowner outcomes.
Ensure consumer complaint responses comply with state/federal regulations and CFPB requirements.
Oversee investor reporting, budgeting, vendor management, and policy development for mortgage resolution.
LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, it offers a career foundation built on integrity, innovation, and collaboration.
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.