Related skills
data analytics looker fintech sql tableauπ Description
- Own HELOC exceptions and escalations within delegated authority
- Lead underwriting-to-close by resolving blockers with Closing/Title
- Deliver audit-ready documentation with clear rationale and evidence
- Analyze exceptions/outcomes to identify friction and improvements
- Develop enablement resources and playbooks to improve consistency
- Remote-first collaboration across Policy, QA, Legal & Compliance
π― Requirements
- 5+ years residential mortgage underwriting with independent decision ownership
- Direct exceptions & escalations underwriting experience
- HELOC underwriting: lien position, CLTV/HCLTV, occupancy, income/assets
- Partner with Closing/Title to set executable conditions for clear-to-close
- Strong written documentation for QA/audit
- Data analytics capability (Excel/Sheets; dashboards)
- SQL proficiency and BI tools (Looker/Tableau)
- Digital mortgage workflows and LOS tooling familiarity
π Benefits
- Competitive base + bonus and equity
- Comprehensive health/dental/vision with HSA contributions
- Generous 401(k) with Upstart match up to $15k
- Employee Stock Purchase Plan (ESPP)
- Life and disability insurance
- Generous holidays, vacation, sick and leave programs
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