Processor (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Processor (Fintech): Preparing homeowner files for underwriter review within a Home Equity Investment framework with an accent on pipeline management and title curative knowledge. Focus on ensuring file accuracy, collaborating cross-functionally, and maintaining high production targets to facilitate seamless closings.
Location: Hybrid (San Diego) — Must be based in or able to commute to the San Diego office (onsite Tuesday through Thursday).
Salary: $94,000+ per year (on-target earnings)
Company
provides a modern alternative to traditional home financing, allowing homeowners to access their equity without the burden of monthly payments.
What you will do
- Review applications and supporting documentation to ensure total completeness and accuracy.
- Coordinate with homeowners and third-party vendors to obtain missing or incomplete documentation.
- Order and analyze critical reports, including title reports, valuations, and credit reports.
- Prepare clean files for underwriter review and proactively drive conditioned items through to closing.
- Manage a high-volume pipeline of homeowners in various stages of the approval and funding process.
- Meet and exceed established production goals and Key Performance Metrics.
Requirements
- 3+ years of professional experience in loan processing.
- Must be based in or able to commute to the San Diego office for in-person work Tue-Thu.
- Experience using robust CRMs such as Salesforce.
- Strong verbal and written customer service skills for high-volume client contact.
- Ability to independently problem-solve, prioritize workloads, and meet strict deadlines.
- Ability to communicate complex information clearly and with empathy.
Nice to have
- Familiarity with home equity investments (HEI).
Culture & Benefits
- Comprehensive healthcare plans available for employees and their families from day one.
- Flexible PTO and a supportive parental leave policy.
- Monthly cell and internet stipends to support remote work days.
- Access to any WeWork location to facilitate flexible working.
- Inclusive OneTeam culture focused on transparency, innovation, and mutual growth.
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