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.
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.
Review mortgage loan documentation and source data for accuracy and completeness before boarding.
Verify critical loan information and resolve discrepancies with origination, closing, and servicing teams.
Support regulatory compliance and maintain organized records of investigations and resolutions.
Our partner is a mortgage servicing company focused on accurate loan boarding and data integrity. It fosters a collaborative, team-oriented environment with a commitment to service excellence and member experience.
Manage all aspects of an assigned Structured Finance portfolio, ensuring compliance with SBA and USDA standards.
Conduct ongoing credit assessments and monitor account performance to identify risks and opportunities.
Build and maintain strong relationships with clients, vendors, and internal partners to support deal flow.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They strive to remove barriers to financial access and promote economic mobility, celebrating a diverse team of problem solvers with a HUMBLE*HUNGRY*SMART culture.
Verifies, compiles, and inputs application information for mortgage loans.
Recommends loan denials or restructures based on standards.
Submits loan files for underwriting approval and communicates with borrowers.
PRMG is a mortgage company that processes residential loans. They cultivate a family-like work environment with a casual, professional, team-oriented culture and value work-life balance.
Act as primary liaison between BDO, underwriter, borrower, and SBA for collateral review and loan documentation, managing loan application pipelines and ensuring timely closings.
Leverage extensive SBA knowledge to review loans for eligibility, ensure all loan files are properly documented and meet SBA and bank standards, and enter into ETRAN for approval.
Build strong relationships with borrowers and internal stakeholders, approach each interaction with a service-first mindset, and address questions and concerns promptly.
They are a Florida Benefit Corporation and FDIC-insured commercial bank offering a full suite of personal and business services, including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans, all designed to power a better future. They are a small to medium-sized team of goal-setters, go-getters, problem solvers, thought leaders, and changemakers, committed to sustainability and ethical banking.
Review application and rate lock documentation, ensuring all rate lock items are received prior to rate lock.
Coordinate with closers on commitment and closing phases, tracking post-closing documents and resolving issues across platforms.
Record loan and closing information in OmniView and reconcile good faith accounts.
Berkadia is a commercial real estate mortgage banking platform, consistently ranked among Fannie Mae, Freddie Mac, and HUD's top lenders. The company is integrated with investment sales and servicing platforms, fostering a people-first culture with a nationwide network of industry professionals.
Process applications for submission to underwriting and verify data integrity.
Clear loan conditions and coordinate with loan officers, borrowers, and title companies.
Analyze credit, income, tax returns, and asset documents.
Longbridge provides home equity solutions for seniors, helping them unlock their home equity. The company has been named a Great Place to Work for three consecutive years and has over a thousand customer testimonials.
Execute and oversee critical operational processes related to mortgage administration, including tax payments and advances.
Support timely and accurate completion of operational activities while meeting service level agreements and policies.
Collaborate with internal teams and external stakeholders to resolve issues and improve service delivery.
The partner company operates within the financial services industry, focusing on mortgage operations and client services. They foster an inclusive and collaborative work environment emphasizing innovation and employee success.
Analyzes and investigates customer and transactional data to identify and confirm suspicious activity.
Files SARs and CTRs with regulatory agencies for escalated activity.
Maintains service levels and manages multiple workstreams while handling customer inquiries.
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 embrace a HUMBLE HUNGRY SMART approach.