Opportunity Description

Main Activities

Pipeline Visibility and Deal Facilitation (50%)

  • Facilitate daily huddles to review and coordinate support on applications that fall outside of standard KPIs, promote cross functional engagement on deals, and promote collaboration across teams.

  • Serve as a central point for clarifying next steps on problem deals, ensuring accountability, and reinforcing consistent approaches to deal resolution.

  • Investigate deal status and timelines from escalated broker inquiries or complaints.

  • Act as a trusted facilitator to support alignment and follow-through across functions without direct authority.

  • Reinforce consistent messaging, reporting, and service expectations to improve execution and reduce ambiguity across the organization.
  • Performance Metrics, Reporting & Insights (30%)

  • Monitor and interpret key performance indicators across the end-to-end residential lending lifecycl...
  • Full Time Financial Specialists

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