Related skills
salesforce google sheets excel oracle construction📋 Description
- Review and approve renovation draw requests (cost/timeline/progress)
- Disburse construction holdbacks per policy and loan docs
- Ensure compliance with loan documents, policy, and laws
- Communicate with borrowers, investors, and internal teams about draws
- Coordinate with borrowers, contractors, inspectors, and managers
- Process draws in a timely, high-quality manner
🎯 Requirements
- Bachelor’s degree required.
- 2+ years in roles with client coordination and workflow/document review
- Experience in construction, funds control, or mortgage loan servicing
- Strong Excel, Google Sheets, and Google Docs skills
- Salesforce or Oracle experience a plus
- Excellent verbal and written communication; can handle high email volume
🎁 Benefits
- Medical, dental, and vision insurance; employee coverage included
- HSA contributions: $1,000 (individual) / $2,000 (dependents)
- Disability and life insurance; 1x annual salary coverage
- Remote work policy; $500 setup reimbursement + $85/mo stipend
- Flexible time off with manager approval
- 401(k) with company match; immediate vesting
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