Related skills
crm salesforce underwritingπ Description
- Own a pipeline of homeowner applications for processing
- Obtain supplemental information from homeowners via our task/to-do service
- Place orders with third-party vendors for underwriting components
- Verify all documentation per guidelines
- Compile an initial package review to determine underwriting eligibility
- Coordinate cross-functional efforts with Signing and Funding teams to close investments
π― Requirements
- 1-3 years experience in loan processing, finance ops, compliance, servicing, paralegal work and/or application review
- Experience in roles where success is measured by accuracy, completeness, and efficiency
- Comfortable collaborating cross-functionally and escalating issues as needed
- Strong written and communication skills
- Excellent problem solving skills
- Strong computer & CRM skills, with Salesforce experience
π Benefits
- Competitive compensation
- Healthcare coverage (medical, dental, and vision)
- Generous PTO
- Equity package
- Work-from-home stipend
- Parental leave
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