Site Partner II coordinating site activations and maintaining communication with stakeholders for clinical studies. Responsible for ensuring timely approval and quality of site documentation.
About the role
- Production Partner facilitating mortgage application process and client interaction. Collaborating with loan officers and ensuring efficient workflow in distributed retail environment.
Responsibilities
- Partner with mortgage advisors and operations team to facilitate seamless communication and efficient workflow throughout the mortgage application process
- Collaborate with loan officers, processors, and underwriters to facilitate seamless communication and efficient workflow throughout the mortgage production process.
- Ensure timely and accurate completion of tasks to meet production goals and deadlines.
- Serve as a liaison between clients and the production team, addressing inquiries, providing updates, and ensuring a positive client experience.
- Assist in gathering necessary documentation and information from clients to support loan applications.
- Conduct regular reviews of loan files to ensure accuracy, completeness, and compliance with regulatory requirements and company standards.
- Collaborate with the production team to address any identified issues promptly.
- Collaborate with management to implement strategies to enhance production efficiency.
- Participate in co-creation of strategies to enhance production efficiency.
Requirements
- Strong attention to detail, organizational and communication skills.
- Strong analytical, judgement and managerial skills
- Excellent verbal and written communication
- Demonstrated ability to adapt to a rapidly changing federal and state regulatory environment.
- Ability to prioritize and meet deadlines.
- Strong interpersonal and teamwork skills and ability to influence through collaboration.
- Self-motivated, with a high level of personal energy and commitment.
- Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous.
Benefits
- Benefits eligibility effective DAY ONE
- *$0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution (*Additional Medical, dental, vision plan options also all with nationwide coverage)
- Flexible PTO
- Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you!
- Personalized care for every fertility and family care journey for our employees and their partner!
- Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match!
- Discount programs and perks including pet Insurance!
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