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Develops, originates, and manages a pipeline of business-purpose real estate investment loans, including DSCR rental, Fix & Flip, Bridge, Ground-Up Construction, and Rental Portfolio financing. Evaluates borrower needs, structures lending solutions, manages loans through closing and funding, develops referral relationships, and achieves production, quality, and customer satisfaction goals.

Originates and manages business-purpose real estate investment loans, including DSCR rental, Fix & Flip, Bridge, Ground-Up Construction, Rental Portfolio, and Non-QM products. Evaluates borrower financing needs, structures lending solutions, manages pipelines through closing and funding, and develops relationships with investors, brokers, borrowers, and referral partners. Combines company-provided leads with self-generated business development while meeting production, quality, and customer satisfaction goals.

Administers the Learning Management System, including curriculum configuration, course deployment, learner enrollment, troubleshooting, reporting, and data reconciliation with UKG and Active Directory. Supports learning program design and implementation through training coordination, logistics, learning aids, surveys, and enrollment administration. Collects, analyzes, and reports learning metrics while assisting with communications, process improvement, and program operations.

Perform in-depth assessments of complex and high-risk loan accounts, identify risks, recommend and implement resolution strategies, manage account status, prepare records and reports, and coordinate with internal and external stakeholders to ensure compliance and optimize loan performance.

Serves as the first-line contact for institutional client inquiries and loan-level concerns. Researches and resolves ticketed issues within service levels, coordinates with internal teams, escalates complex matters, prepares client demonstrations, documents issues, tracks requests in SNOW, and identifies trends for leadership reporting. Requires strong mortgage servicing knowledge, customer service, communication, analytical, decision-making, prioritization, and relationship-management skills.

Processes incoming mortgage payments, reconciles accounts, resolves payment discrepancies, and responds to borrower payment inquiries. Maintains accurate payment records, supports regulatory and company-policy compliance, manages email communications, and collaborates with internal and external customers. The role requires prioritization, analytical problem-solving, attention to detail, and effective performance in a fast-paced servicing environment.

Processes incoming mortgage payments, reconciles accounts, resolves payment discrepancies, and assists borrowers with payment inquiries. Maintains accurate payment records, responds to communications, prioritizes shifting tasks, and ensures compliance with regulatory requirements and company policies. Collaborates with internal and external customers while applying analytical problem-solving, attention to detail, and strong customer service skills.

Leads the Special Loans team overseeing complex, high-risk mortgage accounts, including defaults, modifications, ARM, HELOC, SCRA, DSI, and step-rate loans. Ensures accurate and timely ARM adjustments, data verification, notices, workflow management, regulatory compliance, and service-level performance. The role also manages employees, leads projects, supports process improvements, and fosters strong communication, engagement, and operational execution.

Support the Mortgage Servicing Rights investment strategy through pricing, trading, valuation, and portfolio management, collaborating with internal departments.

Leads enterprise accounting, payroll, accounts payable, month-end close, financial reporting, audits, cash flow, reconciliations, controls, debt reporting, covenant compliance, and GAAP accounting assessments. Oversees MSR valuation, regulatory and investor reporting, budgeting, forecasting, process improvement, and accounting team development. Acts as liaison with auditors, regulators, lenders, valuation firms, and executive stakeholders while managing teams and strengthening policies, procedures, and internal controls.