Top Tech Jobs & Startup Jobs

Supports federal, state, and local tax compliance and accounting, including tax return preparation, ASC 740 tax provisions, reconciliations, indirect tax filings, estimated tax payments, audits, tax research, legislative monitoring, and documentation. The role collaborates with tax, accounting, finance, business teams, and external providers while supporting tax planning, process improvements, automation, and special projects.

Prepares and reviews mortgage closing documents for conventional, FHA, VA, and USDA loans. Ensures compliance with federal and state regulations, TRID, Fair Lending, Reg B, RESPA, and TILA requirements. Calculates payments, escrows, prepaid interest, and fees; coordinates with loan officers, processors, underwriters, settlement agents, branches, and investors. Manages closing pipelines, disclosures, wire balances, funding authorization, document delivery, and post-closing corrections within required deadlines.

Manages onboarding and account relationships for marketing clients across mortgage branches and corporate teams. Coordinates project information, leads orientation calls, provides updates, resolves issues, promotes marketing services, and conducts onsite training to drive adoption. Partners with technical experts and executives while supporting marketing initiatives, campaign execution, annual planning, and revenue growth. Requires strong communication, presentation, negotiation, project management, and cross-functional marketing skills, with travel up to 25%.

Provides system support for mortgage branch employees, specializing in Encompass LOS troubleshooting, loan setup, disclosures, system errors, and support-queue management. Coordinates projects, trains and mentors team members, maintains documentation, develops branch-specific solutions, and ensures compliance with mortgage regulations and agency guidelines. Supports West Coast operations during Pacific Time Zone hours.

Provides comprehensive administrative and operational support to a mortgage professional by managing calendars, travel, communications, records, expenses, projects, vendors, events, client relationships, social media, and online reputation activities. Coordinates outreach and relationship-building initiatives, maintains accurate contact information, tracks deliverables and follow-ups, improves workflows, and resolves logistical challenges while handling confidential information with discretion.

Handle high-volume inbound leads, qualify prospects, schedule appointments for Loan Officers, maintain CRM records, and support branch goals through coordinated communication and administrative tasks.

Manage pre-approval lending process, liaise with loan officers and borrowers, review income and documentation, pre-underwrite files, prepare disclosures, ensure loan structure fits borrower needs, and train staff on guidelines and procedures.

Review mortgage applications and documentation within 24 hours, evaluate borrower eligibility using investor guidelines and AUS (DU/LP), render and document guideline‑aligned pre-approval decisions, coordinate action plans with Loan Advisors, consult underwriting when needed, prepare files for lock/contract processing, and support audit, coaching, and rework diagnosis.

Validate that loan origination system functionality and workflows reflect regulatory requirements and policies. Design and execute scripted and exploratory tests, document findings, log issues, retest fixes, and collaborate with Compliance, Legal, Technology, and Operations to support remediation and audit-ready evidence.

Support branch financial analysis and Workday administration. Build reports, automate processes, analyze large datasets, investigate P&L irregularities, and present insights to improve financial efficiencies.