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Support branch-level financial analysis and reporting, maintain and develop Workday reporting and automations, investigate P&L variances with accounting, produce visual summaries and ad-hoc analyses using advanced Excel and large datasets to inform management decisions.

Contact inbound/outbound leads, gather borrower information, qualify prospects, schedule appointments, document activity in CRM, manage high call volume, support loan officers, and pursue mortgage licensing.

Design, build, and maintain databases and scalable ETL/ELT pipelines. Monitor performance and availability, optimize queries and schemas, implement indexing and backup/recovery, support MongoDB Atlas, Snowflake, and AWS-based data infrastructure, and collaborate with developers and analysts.

Lead design, administration, optimization, and integration of operational data platforms (MongoDB and relational DBs). Manage backups, HA/DR, performance tuning, and production incident resolution. Build and maintain C#/.NET RESTful APIs, scalable data integration services, data models for MongoDB, and support Customer360/identity initiatives with data validation and quality controls.

Provide administrative and marketing support to the branch and Branch Manager, including calendar and email management, event assistance, CRM and database updates, marketing execution (email/mailers/events), expense reports, and record keeping to ensure efficient branch operations.

Lead recruitment strategy and execution for Loan Officers, Mortgage Bankers, Branch Managers and Sales Leaders. Source passive candidates via Boolean search, cold calls and networking; partner with regional and executive leaders to qualify, interview, hire, and report pipeline metrics. Build candidate relationships and referral networks to meet hiring goals and support growth in target markets.

The Final Documents Specialist reviews, inspects, and processes trailing loan documents, ensuring accuracy and compliance while managing document pipelines.

Manage end-to-end residential mortgage loan production, communicate with borrowers, review and audit income/assets/credit, prepare disclosures, pre-underwrite files, and ensure loans fit borrower circumstances across Conventional, FHA, VA, USDA, Jumbo, 203k and reverse products.

Serve as liaison between borrowers and internal teams throughout the mortgage loan lifecycle. Manage pipelines of Conventional, FHA, VA, USDA, Jumbo, 203k, and reverse loans; review income, assets, credit, disclosures, and documentation; pre-underwrite to support approvals; communicate loan programs and costs; ensure loan structure matches borrower needs and regulatory requirements.

Evaluate borrower files, validate income/assets/credit, run DU/LPA, determine loan eligibility and recommend appropriate loan programs, prepare pre-approval packages, and communicate results to borrowers and Realtors while maintaining CRM records.