Mortgage Loan Officer Sme Jobs

Mortgage Loan Officer Subject Matter Expert Location: United States (Onshore; Remote with periodic travel) Employment Type: Full-Time About SAI Group SAI Group is a private investment firm that has committed $1 billion to incubate and scale revolutionary AI-powered enterprise software application companies. Our portfolio, a testament to our success, comprises rapidly growing AI companies that collectively cater to over 2,000+ major global customers, approaching $600 million in annual revenue, and employing a global workforce of over 4,000 individuals. SAI Group invests in new ventures based on breakthrough AI-based products that have the potential to disrupt existing enterprise software markets. SAI Group’s latest investment, JazzX, is a pioneering technology company which is building a platform that will not only shape the future of enterprise AI applications but also offer practical solutions to real-world challenges. Role Overview As JazzX’s Mortgage Loan Officer SME, you will be the single-domain authority for the front end of the mortgage business — lead intake, borrower consultation, qualification, structuring, pricing, locking, and application handoff — across product, engineering, and operations. You will own how loan officer workflows, incentives, and borrower interactions are defined, explained, and operationalized into the JazzX Mortgage Application, ensuring that AI-assisted sales and origination experiences faithfully reflect how loan officers actually work and win business. This is a hands-on position. You will work representative borrower scenarios end-to-end, document how loan officers qualify, structure, and price loans, map the lead-to-lock-to-submission journey, and sit with product managers and engineers daily to translate that knowledge into detailed product requirements, decision logic, and acceptance criteria. JazzX is bui

Mortgage Loan Officer — 4 Locations. Apply via Workday.

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role The Collateral Condo Specialist supports the condominium loan process by coordinating document ordering, HOA and property management requests, and outstanding project conditions. In this role, you will help ensure that required condominium documentation is obtained accurately and on time, supporting efficient mortgage approvals and closing timelines. You will work closely with Loan Officers, Operations, Underwriting, title companies, and HOA or property management partners while maintaining compliance with applicable agency and investor requirements. What you’ll do Coordinate the collection of condominium project documentation throughout the mortgage loan process by partnering with Loan Officers, Operations, Underwriting, title companies, and HOA or property management companies. Order, track, and obtain required condominium documents, including questionnaires, budgets, insurance documentation, financial statements, and other agency- or investor-required materials. Monitor document requests and outstanding conditions to support loan approval and closing deadlines. Process payments for HOA and property management document requests while maintaining complete and accurate payment and request records. Review received documentation for completeness and follow up on missing, incomplete, or inconsistent i

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.’s mortgage sales organization. RLOs are responsible for delivering an exceptional, end-to-end customer experience by guiding members through the mortgage origination process and providing a modern, transparent alternative to the traditional mortgage experience. What you’ll do: Evaluate initial loan applications and supporting documentation to assess creditworthiness and repayment ability Perform preliminary analysis of applicants’ credit, income, and assets, communicating initial eligibility and next steps clearly to the customer Communicate key origination timelines, product options, pricing, and underwriting requirements throughout the loan lifecycle Proactively engage with applicants through outbound communication to obtain required documentation and ensure timely progression from application to funding Clearly communicate loan status updates, conditions, approvals, and/or declinations to ensure customers are informed at every stage Coordinate with realtors, builders, mobile notaries, and other third-party partners to support a smooth transaction Manage the loan process to ensure timely and accurate delivery of disclosures, re-disclosures due to changed circumstances, and closing documentation Continuously enhance sales eff

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role SoFi is seeking an experienced Mortgage Underwriter to join our growing Mortgage Operations team in Frisco, TX or Charlotte, NC. You’ll review and assess Conventional and FHA loan applications using independent credit judgment, ensuring accuracy, compliance, and speed within a high-throughput production environment. The ideal candidate brings recent mortgage underwriting and demonstrated expertise analyzing complex credit, income, asset, and property documentation. You’ll thrive in a collaborative, metrics-driven culture focused on member experience, quality, and accountability. What You’ll Do Review and underwrite mortgage applications using investor/GSE guidelines. Perform detailed analysis of borrower credit, income, and collateral — including complex and self-employed income calculations. Conduct liquidity tests for business entities using Schedule L (adjusting for inventory-heavy businesses). Make timely, compliant underwriting decisions in line with SoFi and investor standards. Manage a high-volume pipeline, balancing quality (QC) and production SLAs — goal of 5+ new credit decisions per day. Partner closely with processors and loan officers to resolve conditions and ensure efficient loan flow. Identify and escalate potential fraud risk or guideline exceptions. Apply deep working

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Location: Frisco, Texas; going to the office once or twice per week is required The Role: The Home Equity Processor works directly with individual applicants to review loan applications to ensure that the application is complete and accurate. This requires time and attention to detail. This role ensures the timely and accurate packaging of all loans originated by our Loan Officers using effective communication with multiple parties involved in the loan process. What You’ll Do: Provide excellent customer service and drive an overall exceptional customer experience using varying forms of communication. Responsible for processing, managing, and acting as the primary contact of a pipeline of Home Equity loans to meet closing deadlines and lock expiration periods. Maintain a progressing pipeline of 30-50 loan applications. Effective and timely communication to both external customers (Clients, 3rd Parties, Vendors) as well as internal customers (Loan Officers, Underwriters, Closers). Maintain and adapt to the changing mortgage guidelines. Appropriately set borrower expectations for the mortgage process and establish that the processor is the main point of contact until closing. Holds the responsibility to request, gather, and analyze documentation required from the borrowers, internally, and third parties

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Mortgage Loan Coordinator is an entry level position who is responsible for scheduling re fi nance closings with members in a timely manner while providing exceptional customer service to our borrowers. This is accomplished by reviewing the loan fi le to ensure all parties associated with the loan have had a closing disclosure properly disclosed and communicating directly with borrowers, the date, time and location of the closing. This role is also responsible for reviewing and updating fees from outside title companies from requests received from processors through encom

**English Version Below** Analyste débutant en opérations bancaires – Opérations hypothécaires et de prêts Lancez votre carrière dans les opérations bancaires et financières Si vous souhaitez bâtir une carrière dans le secteur bancaire, les services financiers et les opérations, cette occasion représente une excellente opportunité d’acquérir une expérience pratique dans le soutien aux activités de prêts hypothécaires, de gestion des prêts, d’opérations de financement et d’administration du crédit au sein d’un environnement mondial de services financiers. Ce poste est idéal pour les nouveaux diplômés et les professionnels en début de carrière qui sont analytiques, rigoureux et désireux de développer une expertise en opérations de prêt, gestion des risques, service à la clientèle et transactions financières. À propos de cette opportunité À titre d’ Analyste des opérations bancaires , vous soutiendrez les activités de financement hypothécaire de type warehouse lending ainsi que les opérations de gestion des prêts, tout en collaborant étroitement avec les parties prenantes internes, les clients, les dépositaires et les équipes opérationnelles. Vous jouerez un rôle important dans les activités de financement, de règlement, de rapprochement, de gestion des garanties, de surveillance des risques et de contrôle opérationnel. Ce poste offre une exposition complète au cycle de vie du crédit et constitue une excellente base pour une carrière à long terme dans les opérations bancaires, les services de crédit et les institutions financières. Principales responsabilités Soutenir les activités de financement hypothécaire de type warehouse lending , de gestion des prêts, de financement et de règlement. Traiter et rapprocher les transactions financières, les mouvements de trésorerie et les comptes d’attente ( suspense accounts ). Surveiller les risques opérationnels, enquêter sur les anomalies et escalader les problèmes au besoin. Maintenir des dossiers exacts et assur

Sr. Associate - BCM - Mortgage & Loan Origination Services 5B — 1901-G-Php: Plaza, Alabang, Philippines. Apply via Workday.

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving. You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you. What You’ll Do Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients. Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings. Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving. You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you. What You’ll Do Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients. Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings. Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving. You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you. What You’ll Do Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients. Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings. Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. At Freddie Mac, you will do important work to build a better housing finance system, and you’ll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. We are accepting applications for this position until 10/16/2026 Position Overview: The Single-Family division at Freddie Mac is seeking creative, curious, and technology-minded college students for a Business Intern role. Interns will learn about the mortgage business while building foundational skills in business analysis, data analytics, process improvement, and emerging AI-enabled tools. Our Impact: Single-Family supports the housing market by providing liquidity, promoting responsible lending, and enabling sustainable homeownership Our team supports mortgage loan acquisition, securitization, servicing processes, and business tools that improve the borrower and lender experience We help integrate innovative applications, business capabilities, and AI-enabled tools that support Freddie Mac and our lenders We collaborate with financial institutions, investors, and technology teams to support effective business solutions Your Impact: You will support Single-Family teams through data analytics, product development, seller experience, process improvement, and emerging AI tools Responsibilities may include documenting processes, helping develop business requirements, supporting projects, performing research and analytics, and identifying process improvements You may create and present business insights

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: This program is a ten-week internship crafted to provide interns with the opportunity to gain outstanding experience working across a broad spectrum of Freddie Mac’s key capital markets desks. The key focus is to develop future portfolio managers by providing real world training experiences with the goal of learning the full mortgage capital markets life cycle while also providing desk-specific knowledge. Interns will get a chance to learn, be mentored by and work alongside best-in-class professionals on various desks to analyze and support our mission of Making Home Possible. Your placement for the summer will be on a desk that falls within one of these two areas: Front-End: Gain knowledge of how Freddie Mac prices its business through upfront loan pricing, pool securitization and unsecured debt funding through working with one of the front-end capital markets desks Credit Risk: Learning how Freddie Mac manages its credit risk, through rotating on one of the securitized products related desks, including STACR, ACIS, Servicing Capital Markets and Loan Portfolio Management and Structuring We are accepting applications for this position until 10/16/2026. Our Impact: Freddie Mac’s Single Family and Capital Markets Divisions are responsible for handling the ~$3.4 trillion mortgage guarantee and investment portfolios through secondary mortgage market activities such as asset-liability management, loan purchases, servicing transactions, securitization, debt issu

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The team SoFi’s Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The team designs data-driven strategies to ensure the growth in lending is consistent with the company’s risk appetite and helps create the products and experiences that put our members’ interests first. The Senior Credit Manager will work in the Credit team and have responsibilities to analyze and evaluate data to develop and propose value-added credit risk strategies and models for SoFi’s lending products, including Personal Loan, Student Loan Refinance, Private Student Loan, and Credit Card. The initial focus of the role will be on Personal Loan but the candidate may get opportunities to work on other lending products in the future. The candidate will be responsible for independently developing and implementing Personal Loan underwriting strategies that meet our risk appetite, monitoring and analyzing the risk trends within the portfolio to provide insights and recommendations for strategy enhancement opportunities. She/he will be part of