Processor

📋 Description

• Own a pipeline of homeowner applications from intake through underwriting handoff with Sales and Underwriting to close investments.
• Move cases through processing and coordinate with Sales/Underwriting teams.
• Collect supplemental information from homeowners via our task/to-do service.
• Place orders with third-party vendors for documentation and reports underwriting needs.
• Communicate with vendors to track orders, follow up on items, resolve issues.
• Review all documentation for completeness and accuracy against guidelines.
• Compile the full application package and initial review for underwriting.
• Keep our Sales team informed as the homeowner's single point of contact.
• Coordinate with Signing and Funding teams to close and fund investments.

🎯 Requirements

• 1-3 years in an applicable role (loan processing, finance ops, compliance, servicing, or paralegal work).
• Track record in roles where accuracy, completeness, and efficiency mattered.
• 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.

🎁 Benefits

• Equity package
• Medical, dental, and vision coverage
• Work-from-home stipend
• Parental leave
• Generous paid time off