Process commercial financing applications, including SBA loans, working capital, and equipment financing.
Review and validate borrower documentation to ensure accuracy and compliance.
Coordinate with lenders and stakeholders to monitor funding milestones and resolve workflow issues.
Jobgether is an AI-powered platform that uses matching technology to connect candidates with job opportunities. It fosters a collaborative global contractor community and provides continuous support and training.
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.
Designing and maintaining easy-to-understand risk reporting processes for Monzo Bank Limited.
Developing risk reporting processes that provide meaningful business intelligence for first and second line teams.
Supporting the embedding of the Enterprise Risk Management Framework across the bank.
Monzo is a digital bank on a mission to make money work for everyone, offering personal and business bank accounts, savings, investments, and pensions. With over 10 years of growth in the UK, Monzo is known for its innovative products, award-winning customer service, and a diverse, inclusive culture.
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.
Conduct comprehensive KYB checks and risk assessments on merchant customers.
Investigate suspicious activities and ensure compliance with UK regulations.
Collaborate with cross-functional teams to enhance financial crime controls.
Monzo is a UK-based digital bank focused on fighting financial crime and protecting customers. The Financial Crime Customer Operations team is the frontline defense, with a culture of collaboration and rapid adaptation.
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.
Provide personalized guidance on credit strategies and lending products to meet customer needs.
Manage inbound calls, process credit transactions, and resolve complex situations efficiently.
Maintain knowledge of consumer banking products, credit practices, and regulatory compliance.
A financial services company specializing in credit and lending solutions, providing expert guidance to clients. The company fosters a customer-focused, collaborative environment with opportunities for professional growth and development.
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.