You will design and deploy complex, multi-step automations using n8n and Google Gemini to streamline financial operations. Your work will focus on building autonomous AI agents for tasks like fraud detection, compliance monitoring, and document processing.
The Closing Coordinator will manage third-party vendor relationships and assist customers through the loan application process. Responsibilities include responding to customer queries, documenting issues, and tracking experiences across various digital channels.
The Project Manager will own documentation-heavy projects from intake to completion while breaking down ambiguous requests into clear scopes and deliverables. They will also design logical systems for information flow and facilitate cross-functional collaboration across product, engineering, and operations teams.
The Team Lead will manage a team of support specialists to drive operational efficiency and ensure high performance in mortgage back-end processes. They are responsible for maintaining rigorous SOPs, tracking team metrics, and resolving complex operational challenges while ensuring data accuracy.
Support state license applications and organize and monitor licensing efforts. Test company processes against policies and regulatory guidelines, analyze and document findings, recommend corrective improvements, and prepare management reports.
The Mortgage Loan Specialist will manage customer queries via support tools and document issues while assisting borrowers through the application process. They are responsible for tracking customer experiences across various channels and maintaining accurate logs in CRM systems.
The Team Leader will oversee the review and filing of security documents while managing a team to ensure quality metrics and SLAs are met. They will also collaborate with legal, compliance, and external parties to facilitate efficient loan operations.
The HIL Partnership Support Specialist will manage inbound and outbound customer interactions across multiple channels to ensure smooth account onboarding and verification. They will also coordinate with internal teams to resolve partner and customer inquiries while maintaining accurate documentation in operational systems.
The Complaints Specialist will respond to customer queries via ZenDesk and document issues, compliments, and complaints. They will also assist customers with application flows and track experiences across various channels using CRM systems.
The role involves responding to customer queries via support tools and documenting issues or complaints. You will also assist customers through the application flow and track experiences across various channels.
The Closing Coordinator will manage third-party vendor interactions and assist customers through the loan application process. Responsibilities include responding to customer queries, documenting issues, and tracking experiences across various communication channels.
The specialist will review, record, and file security documents with governmental entities while maintaining accurate records. They will also communicate with external parties and assist in resolving discrepancies related to lien and HELOC documentation.
The specialist will review, record, and file security documents while maintaining accurate records and communicating with external parties. They will also assist in resolving discrepancies related to lien filings and support other departments with document requests.
Lead a customer service team to drive efficiency and excellent output within the card services operations. Proactively identify and implement improvements to loan origination workflows and coordinate with cross-functional teams.
Manage complex account servicing tasks including account closures, insurance renewals, and compliance reviews for mortgage portfolios. Provide oversight for Level 1 Customer Support Specialists and coordinate with lenders and insurance agencies.
Provide high-touch concierge support to customers, managing complex escalations and resolving issues end-to-end. Collaborate with cross-functional teams to troubleshoot risk mitigation issues and advocate for customer needs.
Lead and mentor a team of fraud analysts while managing day-to-day operations and complex casework. Drive operational excellence by improving fraud detection procedures and collaborating with engineering to enhance systemic efficiency.
