Loan Sales Lead

Upstart; Teletrabalho; BRL 741.000 - 873.000; Tempo integral

Resumo da oferta

A leading financial services provider is seeking a candidate for a loan operations role that involves coordinating sales and enhancing processes. The ideal applicant will have at least 3 years of experience in financial services and a strong background in project management. This position offers a competitive salary up to $160,000 along with a comprehensive benefits package. Remote work is flexible with occasional in-person collaboration, making it an attractive opportunity for skilled professionals seeking a meaningful career path.

Serviços

Competitive salary

Comprehensive medical, dental, and vision coverage

401(k) with company match

Flexible remote work opportunity

Supportive leave programs

Qualificações

• 3+ years in loan operations, investor services, or financial services.
• Experience in project management or workflow coordination.
• Exemplary attention to detail for documentation and validations.
• Strong communication skills, relevant for remote environments.
• High proficiency in spreadsheets is a must.

Responsabilidades

• Coordinate loan sales with accuracy in timelines and communications.
• Enhance loan sale processes for scalability.
• Verify loan eligibility through detailed audits.
• Act as the central liaison among stakeholders.
• Develop new operational processes for product adoption.

Conhecimentos

Loan operations

Project management

Attention to detail

Written and verbal communication

Spreadsheet proficiency

Ferramentas

Jira

Descrição da oferta de emprego

Employer Industry: AI Lending Marketplace

Why consider this job opportunity

• Salary up to $160,000
• Competitive compensation package including base salary, bonuses, and equity
• Comprehensive medical, dental, and vision coverage with Health Savings Account contributions
• 401(k) plan with 100% company match up to $4,500 and immediate vesting
• Flexible remote work opportunity with occasional in-person collaboration
• Supportive parental, family care, and military leave programs

What to Expect (Job Responsibilities)

• Own the end-to-end coordination of loan sales, ensuring accuracy in sale dates, tape updates, and cross-functional communications
• Maintain and improve loan sale processes to enhance clarity and build scalable workflows
• Perform detailed tape scrubs to verify loan eligibility and proactively resolve issues
• Serve as the central point of contact for various stakeholders, ensuring timely and accurate information flow
• Develop and operationalize new processes for emerging products to ensure smooth cross-team adoption

What is Required (Qualifications)

• 3+ years of experience in loan operations, investor services, capital markets operations, or a similar financial services role
• Proven expertise in project management or workflow coordination with complex processes
• Exceptional attention to detail with experience in maintaining documentation and validating eligibility criteria
• Strong written and verbal communication skills, with experience in remote work environments
• High proficiency with spreadsheets (Excel or Google Sheets) and operational tools for tracking workflows

How to Stand Out (Preferred Qualifications)

• Experience supporting loan sales or secondary market transactions across consumer lending products
• Familiarity with loan tape structures and eligibility criteria for asset sales
• Background in working with cross-functional partners in a high-growth environment
• Experience in building or improving operational processes in a multi-product organization
• Knowledge of project management methodologies and experience with tools like Jira

#AILending #LoanSales #RemoteWork #CareerOpportunity #CompetitiveCompensation

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