7 дней назад
Mortgage Loan Assistant (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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