Related skills
salesforce google sheets excel oracle google docsπ Description
- Review and approve renovation project draws (cost, timeline, progress).
- Disburse construction holdbacks per policy and loan docs.
- Ensure compliance with loan documents, credit policy, and laws.
- Coordinate with borrowers, contractors, account managers, inspectors, brokers.
- Process draw disbursements in a timely, quality manner per procedures.
- Support a client-facing team for a great customer experience.
π― Requirements
- Bachelor's degree required.
- 2+ years in client coordination, workflow, or docs review.
- Construction, funds control, or mortgage experience preferred.
- Knowledge of residential construction and mortgage terminology.
- Proficient with MS Excel, Google Sheets, and Google Docs.
- Salesforce or Oracle experience a plus; strong communication.
π Benefits
- Medical, dental, and vision insurance for employee; dependents discounted.
- HSA employer contributions: $1,000 indiv / $2,000 dependents.
- Disability and life insurance: 1x annual salary.
- Remote work: setup reimbursement up to $500; $85 internet stipend.
- Flexible time off; no strict limits with manager approval.
- 401(k) with company match; vesting immediately.
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