Manage and grow relationships with healthcare practice owners by providing personalized banking guidance.
Analyze customer needs and recommend financial solutions aligned with business and personal goals.
Collaborate with internal teams to support lending, treasury services, and portfolio management.
The partner company provides tailored financial solutions to healthcare business owners. The organization supports remote work and values customer relationship management.
Lead operational strategy and excellence within wealth services, supporting advisors and clients.
Oversee custodial operations, account management, and process optimization across platforms.
Drive scalable improvements, vendor relationships, and team development to enhance client experience.
The company is a wealth management partner firm specializing in custodial operations and advisor support. It operates with a remote-first culture and emphasizes collaboration and professional growth.
Process complex residential mortgage loans, including conventional, non-conforming, government, and housing agency types, ensuring adherence to investor guidelines.
Analyze loan documentation, evaluate debt-to-income ratios, and coordinate timely submission to underwriting and closing.
Serve as liaison between Loan Officers, customers, and Underwriters, resolve inquiries, and issue commitment letters.
Fulton Bank is a financial institution offering banking and mortgage services. The company fosters a culture of continuous learning, work-life integration, and inclusion, with a focus on making a positive community impact.
Deliver an exceptional borrower and retailer experience through timely, transparent communication and document management.
Analyze complex credit files, ensure compliance with portfolio guidelines, and prepare loan files for underwriting.
Collaborate with underwriters, loan officers, and closing departments to streamline the loan process from intake to funding.
Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage loan solutions tailored to the manufactured housing marketplace. The company fosters a team-oriented culture with a focus on work/life balance, integrity, and excellence.
Evaluate loan documentation for completeness and compliance with company and investor guidelines.
Analyze borrower credit, income, assets, and other documentation to determine loan eligibility.
Communicate underwriting decisions clearly and collaborate with processing and closing teams.
Cascade Financial Services is a mortgage lender specializing in attainable housing through manufactured home loans. Since 1999, the company has grown into a trusted industry leader with a culture focused on teamwork, integrity, excellence, and service, promoting work-life balance and a positive environment.
Owns end-to-end origination of HELOC loans sourced from inbound merchant-channel leads.
Provides operations support across the loan lifecycle, including application intake, document collection, and pipeline coordination.
Manages high-volume pipeline with speed, accuracy, and disciplined follow-through.
GreenSky is a leading technology company powering commerce at the point of sale for merchants, consumers, and banks. Nearly 6 million consumers have financed over $60 billion using GreenSky’s technology, and the company operates in a high-performance fintech environment.
Gather required documentation and submit loan files for processing/underwriting.
Manage pipeline of 50-60 loan closings per month.
Provide excellent customer service and assist team members with borrower requests.
Knock redefines home buying and selling with its Bridge Loan product, allowing homebuyers to 'buy before they sell'. Founded in 2015, the company has grown to 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.
Originate and manage purchase mortgage loans from application to closing, ensuring compliance and delivering a best-in-class customer experience.
Convert company-provided purchase opportunities into funded loans through proactive follow-up and effective borrower consultation.
Build strong relationships with customers and, where applicable, with Zillow Preferred Agents and local partners, leveraging Zillow's technology and operational support.
Zillow Home Loans, part of Zillow Group's FinTech division, revolutionizes the home financing experience. As a large, collaborative team of innovators, they push boundaries in the mortgage industry.
Perform independent internal reviews of appraisal reports to ensure compliance with industry standards and regulatory requirements.
Act as a resource to bank staff and assist in managerial duties to ensure efficient department operations.
Assess the validity of existing appraisals and evaluations to determine if they reflect current market value.
Fulton Bank is a financial institution focused on community banking and making a positive impact in local communities. They foster a culture of continuous learning, work-life integration, and inclusion, with a digitally enabled work environment.
Own the underwriting pipeline from initial review to final approval, maintaining a consistent daily review cadence.
Identify the right conditions for each file: purposeful, proportionate, and defensible, and communicate the reasoning clearly.
Ensure title is free of restrictions and conduct thorough appraisal reviews to support investment decisions.
Splitero provides a modern alternative to traditional home equity financing, allowing homeowners to access equity without monthly payments. The company is a remote-first team with a culture of transparency, innovation, and inclusivity.