Analyst, BPL Lending Platform Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and manage incoming lead channels, which include shared sales inboxes, web submissions, referral sources, broker applications, and various other lead entry methods.

• Assist Loan Officers by evaluating incoming opportunities, assigning leads, collecting preliminary information, and ensuring timely follow-ups.

• Help in lead qualification and maintain strong response times throughout the sales organization.

• Collaborate with referral teams and business development staff to enhance referral volume, relationship management, and operational execution.

• Aid borrowers, brokers, and referral partners in completing applications, gathering documents, and meeting loan submission requirements.

• Assess applications for thoroughness and quality prior to processing and handing off to underwriting.

• Monitor pipeline activity to identify stalled files, missing documentation, and areas for improving lead-to-application conversion rates.

• Track and report on lead flow, application quality, conversion rates, turnaround times, and other critical performance indicators.

• Analyze pipeline data and suggest enhancements to operational efficiency, customer experience, and funding results.

• Act as the initial point of contact for LendingWise and related technology troubleshooting.

• Escalate complex system issues and coordinate resolutions with internal technology teams and third-party vendors.

• Support the configuration, testing, implementation, and upkeep of LendingWise and associated platforms.

• Assist in gathering business requirements, documenting processes, conducting user acceptance testing, and managing operational changes.

• Create and maintain reports, dashboards, workflows, procedures, and training materials.

• Collaborate with Sales, Processing, Underwriting, Closing, and Servicing teams to ensure accurate and efficient loan progression.

• Identify opportunities for automation, workflow enhancements, and system improvements.

• Stay informed about Business Purpose Lending products, LendingWise functionality, industry trends, and best operational practices.

⛳️ Requirements

• A Bachelor's degree in Business, Finance, Operations, Information Systems, Real Estate, or a related field is preferred.

• A minimum of 2 years of experience in mortgage lending, business purpose lending, sales operations, loan processing, platform administration, or a similar operational role.

• Proficiency in working with a Loan Origination System (LOS), CRM, or comparable lending technology platform.

• Experience in monitoring pipelines, managing workflows, and coordinating efforts among multiple stakeholders.

• Familiarity with LendingWise, Salesforce, or similar lending and CRM platforms is preferred.

• Understanding of the loan lifecycle from lead generation through funding and servicing.

• Knowledge of Business Purpose Lending products, such as Fix-and-Flip, Bridge, Rental, Construction, and Small Balance Commercial loans, is preferred.

• Proven attention to detail and a commitment to data accuracy.

• Strong analytical skills for identifying trends, evaluating performance metrics, and recommending improvements.

• Exceptional communication and customer service skills demonstrated through professional interactions with borrowers, brokers, referral partners, and internal teams.

• Excellent troubleshooting and problem-solving abilities.

• Capable of managing multiple priorities in a dynamic, growth-oriented environment.

• Proficient in Microsoft Office Suite, especially Excel and reporting tools.

🏝️ Benefits

• Competitive compensation plan.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• 401K.

• Company-provided short-term disability.

• Employee assistance program.

• Wellness program.

• Comprehensive benefits package.

• Culture that supports employee growth.

• Strong support from all departments.

• Total transparency from top to bottom.