
Wholesale Pipeline Resolution Specialist
Posted 1 day ago

Posted 1 day ago
This is a fully remote position, open to applicants in New Jersey.
β’ Execute initial file structuring and ensure pipeline retention for effective processing and closure.
β’ Monitor ongoing loan files and address any structuring or process-related challenges.
β’ Collaborate with Sales and Operations to enhance pull-through rates and funded-loan performance.
β’ Analyze complex loan scenarios and offer advice on exceptions and financial evaluations.
β’ Examine credit reports and financial documents for accuracy and thoroughness.
β’ Organize loan files and purchase transactions in accordance with company protocols.
β’ Submit underwriting escalations, exception requests, and urgent review requests.
β’ Assess condo/SUA files for compliance with policies.
β’ Perform second-level reviews prior to adverse action decisions to pinpoint solutions and retention prospects.
β’ Work alongside Sales, Operations, and Underwriting teams to tackle loan structuring issues.
β’ Conduct open office hours for Loan Officers and Sales Coordinators.
β’ Create and present specialized training on underwriting, products, and operational topics.
β’ Act as a subject matter expert and intermediary between Sales and Operations.
β’ Document and track loan reviews, recommendations, and decisions in the Loan Origination System.
β’ Background in Reverse Processing.
β’ 2β3 years of experience in underwriting.
β’ Previous experience as a Reverse Processor with DE.
β’ Excellent communication skills.
β’ Capability to collaborate with Sales, Operations, and Underwriting departments.
β’ Familiarity with LESA and TISA exceptions.
β’ Understanding of Financial Assessments and Residual Income calculations.
β’ Experience with Trusts, Powers of Attorney, various Property Types, Purchase Transactions, Self-Employment income, Credit, Condo/Single Unit Approval (SUA), and proprietary products.
β’ Proficient in reviewing credit reports and financial documentation.
β’ Knowledge of company underwriting policies.
β’ Experience with Loan Origination Systems (LOS).
β’ Must be eligible to work in the United States / New Jersey location.
β’ Comprehensive training and well-defined career pathways.
β’ Team-building activities and friendly competitions.
β’ Culture of open communication and collaboration.
β’ Medical, dental, and vision insurance options.
β’ Health Savings Account (HSA) and Flexible Spending Account (FSA).
β’ Generous paid time off policy.
β’ Paid holidays.
β’ Company-sponsored life insurance.
β’ Competitive 401(k) matching program.
β’ Voluntary benefits and discounts.
β’ Monthly bonuses and competitive additional compensation opportunities.
Square One Insurance Services
Manulife
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