Onboard MAs: input data and notify leadership for CSM assignment.
For terminated MAs: update termination dates, revoke dashboard access, reconcile records.
Identify brokered loans and confirm investor setup in TM.
Gather first payment letters and distribute to CSMs and loan teams.
Prepare and send transfer letters with loan/servicer info.
Monitor CSM email inboxes for servicing inquiries and respond.

🎯 Requirements

Detail-oriented with strong organizational skills.
Analytical, judgement and managerial abilities.
Excellent verbal and written communication.
Adaptable to changing federal/state regulations.
Able to prioritize and meet deadlines.
High school diploma; finance coursework is a plus.

Apply on employer's website

This employer gathers applications via their own applicant tracking system.

You will be redirected to an external application form.

Share job

Meet JobCopilot: Your Personal AI Job Hunter

Automatically Apply to Customer Support Jobs. Just set your preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.

Activate JobCopilot