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The Pre Approval Manager oversees the mortgage loan process, providing customer service, reviewing documentation, managing loan pipelines, and ensuring loan stability while assisting borrowers with financial programs.

As a Sales Representative, you will build relationships with clients, manage incoming leads, assist Loan Officers, and utilize sales strategies to meet customer needs and drive revenue.

Validate and insure government mortgage loans by reviewing loan files, entering accurate data into FHA Connection/VA WebLGY/USDA LINC and Encompass, obtaining mortgage insurance certificates, preparing manual endorsements, managing a daily loan pipeline, escalating issues, and meeting daily production goals.

Manage pre-approval and pre-underwrite processes for residential mortgage loans. Communicate with borrowers, review income/assets/credit, run DU/LP, review disclosures, identify missing documentation, and structure loans across Conventional, FHA, VA, USDA, Jumbo, 203k and reverse products to support approvals.

Lead strategy, design, and administration of employee benefits programs including self-funded plans, vendor management, regulatory compliance (ACA, ERISA, HIPAA), budgeting, analytics, and communications. Manage the Benefits team, optimize programs and technology, negotiate vendor contracts, support integrations/acquisitions, and provide executive-level recommendations to align benefits with business objectives and employee wellbeing.

Coordinate resolution of investor-identified post-closing conditions by researching loan files, obtaining and uploading documentation to investor portals, collaborating with internal teams and clients, monitoring pipelines and suspense reports, and ensuring loans are cleared for purchase in a timely manner while maintaining investor guideline knowledge.

The Senior Financial Reporting Analyst prepares and reviews financial reports, ensures compliance with U.S. GAAP, leads reporting processes, and works with auditors.

The Financial Reporting Analyst develops financial analyses to evaluate profitability and performance trends, using large datasets to deliver actionable insights that improve financial visibility.

The Pre Approval Manager oversees the loan process, aids borrowers in understanding loan options, reviews documents, and ensures compliance with mortgage regulations.

The Pre-Approval Specialist assists borrowers through the mortgage loan process, reviewing documentation, providing customer service, and ensuring loan program suitability.