Review new loan submissions for completeness and accuracy, ensuring all required documentation is received.
Communicate proactively with borrowers, loan officers, investors, and contractors to gather missing items and resolve conditions.
Prepare files for underwriting by verifying income, assets, liabilities, credit, and property documentation.
RenoFi is transforming the way homeowners finance their renovations while continuing to serve traditional mortgage demand. They are building the nation’s leading renovation lending platform, empowering homeowners to tap into their future home value, not just the equity they already have.
Audit file for completeness and accuracy to ensure compliance.
Prepare CD and coordinate closing date with the processor and closing agent.
Prepare loan documents and ensure the closing package is complete and compliant.
Inspire Home Loans, as an affiliate of Century Communities, aims to make homeownership possible. They focus on building sustainable, affordably priced homes, and strive to provide the resources, opportunities, and benefits team members need to build successful careers.
Collaborating with Doc/Funders and Processing for efficient workflow.
Cascade Financial Services is a trusted lender in Attainable Housing, aiming to help families achieve homeownership through customized mortgage loan solutions. They value teamwork, integrity, excellence, and service, fostering a positive, family-like work environment with a focus on work/life balance.
Manage a portfolio of mobile home mortgage loans across all stages of delinquency
Perform outbound and inbound borrower contact to resolve delinquent accounts
Analyze borrower financial situations and provide counseling on available options
Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership through customized mortgage loan solutions. They value teamwork, integrity, excellence, and service, fostering a positive, family-like work environment with a focus on work/life balance.
Prepare and send accurate Initial Closing Disclosures (ICDs) to borrowers.
Troubleshoot and resolve closing issues quickly, keeping the customer experience front and center.
Execute the transfer of lender funds so transactions close smoothly and on time.
Knock is redefining the home buying and selling experience. They are a passionate team of industry experts who provide a simpler way for people to navigate the journey between homes, and have been honored as one of Inc.’s Best Workplaces six times.
Deliver white glove service from submission through close; keep brokers updated.
Manage loan pipelines alongside Account Executives and Underwriters; update systems.
Communicate proactively and professionally; collaborate cross-functionally.
Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. They emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times.
Contact borrowers via phone and email to facilitate the loan application process.
Collect required documents from your customers during the application, move the transaction through the underwriting process, and quickly arrange a closing with the customer.
Utilize strong communication and critical thinking skills to quickly engage borrowers, sell them on the benefits of our loan, and drive the transaction to close in 1 to 2 calls.
Achieve is a digital personal finance company helping people move from struggling to thriving. They have over 2,500 employees and a culture that focuses on putting people first and treating them like humans.
Perform routine loan servicing tasks in alignment with established procedures, standards, and regulatory requirements.
Respond to inquiries from internal partners by providing information, clarifying servicing actions, or routing issues appropriately.
Process servicing updates, account changes, or documentation to ensure accuracy and timeliness.
Sekisui House U.S. is a global leader in homebuilding, with brands including SHAWOOD, Richmond American Homes, and Woodside Homes. The company has built over 2.6 million new homes and promotes a culture of professionalism, teamwork, health & wellness and work-life balance.
Support lending officers in managing active deal pipelines, track deal progress, and ensure deals move forward.
Communicate with borrowers to follow up on missing documents and guide them through the loan process.
Collect, organize, and manage borrower documentation, ensuring completeness and flagging any inconsistencies.
LoanBud is a rapidly expanding financial technology platform dedicated to SBA financing, connecting entrepreneurs to a nationwide network of lenders. They streamline the loan process through technology and operational excellence, helping business owners move faster with greater certainty.
Answer inbound customer calls and provide accurate responses.
Manage customer inquiries via the inbound email queue.
Support the Pending Lender Approvals process.
Caribou aims to provide financial freedom to its customers, allowing them to concentrate on their priorities. The company utilizes technology to connect customers with community banks and credit unions, facilitating a quick process.
Monitor and assign lender emails to the correct files.
Facilitate the management of secured emails.
Complete other support tasks that keep transactions moving efficiently.
Doma Technology LLC provides solutions for lenders, real estate professionals, title agents, and homeowners to simplify and increase the efficiency of closings. They are obsessively entrepreneurial and believe diversity, equity and inclusion creates value.
Manages a portfolio of loans in default and implements loss mitigation strategies.
Analyzes work-out options based on financial impact for delinquent loans.
Sets clear expectations with borrowers and other involved parties about loan status.
Kiavi is a private lender to residential real estate investors, using data & technology to offer a simpler, more reliable, and faster way to access capital. They have a team of over 500 employees and have won awards over the years including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.