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7 дней назад

Mortgage Loan Assistant (Fintech)

Формат работы
remote (только USA)/hybrid
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Mortgage Loan Assistant (Fintech): Supporting the Mortgage Advisor by managing lead follow-ups, collecting borrower documentation, and maintaining pipeline accuracy in the CRM. Focus on streamlining the loan application process and ensuring efficient communication with clients and referral partners.

Location: Omaha, Nebraska, USA; Remote/Hybrid options available

Company

hirify.global is an AI-native fintech platform revolutionizing the $15 trillion mortgage industry by automating and accelerating the home finance process.

What you will do

  • Manage lead follow-ups and schedule initial consultations for Mortgage Advisors.
  • Collect and verify borrower financial information and employment history.
  • Request, review, and organize loan documentation to ensure file completeness.
  • Provide status updates to referral partners throughout the pre-approval process.
  • Maintain accurate records of pipeline activity and borrower interactions in the CRM.
  • Coordinate the Mortgage Advisor's calendar and communications.

Requirements

  • Must have the right to work in the United States.
  • High school diploma or equivalent required; finance coursework is a plus.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication abilities.
  • Proficiency in prioritizing tasks and meeting strict deadlines.
  • Self-motivated with a high level of personal accountability.

Culture & Benefits

  • Competitive compensation based on experience.
  • Comprehensive healthcare benefits including medical, dental, vision, and HSAs.
  • Retirement planning with 401k.
  • Flexible PTO program.
  • Mental health and wellness support tools.
  • Remote and hybrid work arrangements.

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