Service customers through the digital account opening channel.
Review and process consumer applications, determining approval or denial.
Provide support to customers and internal team members via phone, email, and chat.
SouthState is a financial institution that helps customers move forward with personal relationships and forward-thinking solutions. They are known for recognizing individual contributions, cultivating potential, and inspiring team members to achieve their greater purpose.
Acts as the bank’s primary representative with all parties involved in the closing process.
Identifies, collects, and reviews all items and documents required for closing.
Engages and interfaces with legal counsel during preparation of closing documents.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make everyone stronger and well-positioned for success.
Originates residential mortgage loans and manages a sales team.
Markets loan products to real estate agents and prospective homebuyers.
Maintains customer service and manages applicant expectations.
Capital Bank N.A. offers commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands. They have over $3 billion in assets and have been named one of the "Best Banks to Work For" in the U.S. by American Banker.
Monitor and respond to customer requests for statements, check images, and loan documents, ensuring accurate and secure retrieval and distribution.
Provide day-to-day support to Loan and Deposit Operations teams, assisting with data cleanup, reporting, and file maintenance to streamline workflows.
Adopt a commitment to environmental and social justice, stay informed of regulatory requirements, and help prevent fraudulent activity by questioning suspicious actions.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business banking services focused on sustainability and ethical finance, including solar and SBA loans. It is a Certified B Corporation with a growing digital presence and physical branches, powered by a team of mission-driven professionals.