Processor

What you'll do

Own a pipeline of homeowner applications and move each one through processing
Collect supplemental information from homeowners through our task/to-do service
Place orders with third-party vendors for the documentation and reports underwriting needs
Communicate directly with vendors to track orders, follow up on outstanding items, and resolve issues that come up
Review all documentation for completeness and accuracy against our guidelines
Compile the full application package and complete an initial review to determine whether it's ready for underwriting
Keep our Sales team informed throughout, since they're the homeowner's single point of contact
Coordinate with our Signing and Funding team to close and fund investments
What you'll bring

1-3 years of experience in an applicable role (e.g. loan processing, finance ops, compliance, servicing, paralegal work, and/or application review)
A track record in roles where success is measured by accuracy, completeness, and efficiency
Comfort collaborating cross-functionally, building relationships with key stakeholders, and escalating issues as needed
Strong written and verbal communication skills
Strong problem-solving skills
Strong computer and CRM skills, with a preference for Salesforce experience
Associate's or Bachelor's degree

Skills Required
1-3 years of experience in an applicable role (loan processing, finance ops, compliance, servicing, paralegal, or application review)
Proven track record measured by accuracy, completeness, and efficiency
Comfort collaborating cross-functionally and escalating issues as needed
Strong written and verbal communication skills
Strong problem-solving skills
Strong computer and CRM skills
Salesforce experience
Associate's or Bachelor's degree