Perform upfront file structuring and maintain pipeline retention to ensure loans are properly positioned for successful processing and closing.
Review and provide guidance on complex loan scenarios, including LESA and TISA exceptions, Financial Assessments, Trusts, Residual Income calculations, and more.
Partner with Sales, Operations, and Underwriting teams to resolve structuring challenges and deliver training.
Longbridge Financial is a leading provider of home equity solutions for seniors, helping older homeowners access the value in their homes. They have been named a Great Place to Work three years in a row and prioritize a culture where employees enjoy their work.
Perform comprehensive credit risk reviews of loan portfolios and modifications.
Analyze financial statements, cash flow models, and underwriting decisions.
Clearly communicate findings and recommendations to clients in written reports.
Treliant is a consulting firm serving banks, mortgage originators, fintechs, and financial services companies globally. Founded in 2005, headquartered in Washington, DC, with offices across the US, Europe, and Asia, they foster a diverse and inclusive culture.
Assimilate and manage complex data into actionable reports and summaries.
Perform financial, statistical, and data analysis in support of client service teams.
Prepare client presentations and marketing materials.
Treliant is a global consulting firm serving banks, mortgage originators, FinTechs, and other financial services companies. Founded in 2005, it is headquartered in Washington, DC, with offices worldwide and fosters a diverse, equitable, and inclusive culture.
Lead quality assurance and monthly audits within the Underwriting department, mentoring the team and identifying process gaps.
Manage loss mitigation pipeline, review foreclosure sale date reports, and ensure all files with sale dates are addressed.
Handle escalated calls, written correspondence, and new hire training to uphold investor and client guidelines.
LoanCare is a leading national provider of full-service mortgage loan subservicing, supporting banks, credit unions, and homeowners. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and foster a culture of integrity, innovation, and collaboration.
Review loan submissions and generate credit decisions in accordance with investor guidelines.
Evaluate mortgage applications for eligibility and compliance with state, federal, and investor guidelines.
Perform credit and property analysis, including complex tax returns, and maintain underwriting quality standards.
New American Funding is a mortgage lending company that provides conventional, FHA, and VA loans. The company operates with a remote workforce and values collaboration and professional development.
Lead initiatives to grow corporate deposit balances by structuring competitive solutions and building a book of business focused on deposits.
Develop and maintain a portfolio of corporate clients, ensuring high-quality service and strategic financial advice.
Act as a trusted advisor, cross-selling bank products and collaborating with executive leadership, marketing, and treasury management.
Kearny Bank provides deposit solutions and relationship management for corporate clients and not-for-profit organizations. The bank focuses on sustainable deposit growth while supporting community values and has a collaborative culture spanning multiple departments.
Collect, review, and organize essential financial documentation from clients with accuracy and timeliness.
Build and maintain strong client relationships through clear, proactive, and professional communication throughout the onboarding process.
Support loan officers and senior processors to ensure applications move efficiently from submission to funding.
BHG Financial provides innovative financial solutions to accomplished professionals, small businesses, and institutions. The company has an award-winning culture centered around transforming talented employees into effective business leaders, with core values of positive mental attitude, team player, and loyalty.
Underwrite a full spectrum of lending products with a focus on acceptable credit risk and risk-return relationships.
Collaborate with Business Development Officers to provide consultative credit perspectives and manage the underwriting process through closing.
Analyze financial statements, collateral, and debtor information to prepare credit narratives for approval committees.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity. They are a team of problem solvers and innovators who celebrate differences and embrace a HUMBLE*HUNGRY*SMART approach.
Analyzes and investigates customer and transactional activity to identify patterns and confirm suspicious activity.
Files SARs and CTRs with regulatory agencies and maintains service levels with workload compliance.
Answers inbound and outbound calls to support monitoring strategies and customer inquiries.
Pathward is a financial empowerment company that creates financial inclusion for all by working with innovators to increase financial availability. They are a team of problem solvers and innovators with a hybrid work culture that celebrates diversity.
Manage mortgage loan applications by reviewing documentation, verifying information, and ensuring compliance with product, underwriting, and investor requirements.
Maintain clear and timely communication with borrowers, loan officers, and stakeholders throughout the loan process.
Collect, analyze, and validate required documentation, including credit reports, income documents, and appraisals to ensure accuracy and identify issues.
Our partner is a financial services company specializing in mortgage lending and processing. They operate a remote team and focus on accuracy, compliance, and customer experience.