Processor
Owns homeowner application pipeline from intake through underwriting handoff. Processes documentation, coordinates with vendors and internal teams, and ensures completeness and accuracy for investment closings.
What you'll do
- Own a pipeline of homeowner applications and move each one through processing
- Collect supplemental information from homeowners through our task/to-do service
- Place orders with third-party vendors for the documentation and reports underwriting needs
- Communicate directly with vendors to track orders, follow up on outstanding items, and resolve issues that come up
- Review all documentation for completeness and accuracy against our guidelines
- Compile the full application package and complete an initial review to determine whether it's ready for underwriting
- Keep our Sales team informed throughout, since they're the homeowner's single point of contact
- Coordinate with our Signing and Funding team to close and fund investments
What you'll bring
- 1-3 years of experience in an applicable role (e.g. loan processing, finance ops, compliance, servicing, paralegal work, and/or application review)
- A track record in roles where success is measured by accuracy, completeness, and efficiency
- Comfort collaborating cross-functionally, building relationships with key stakeholders, and escalating issues as needed
- Strong written and verbal communication skills
- Strong problem-solving skills
- Strong computer and CRM skills, with a preference for Salesforce experience
- Associate's or Bachelor's degree
Compensation and Benefits
- Base salary: $65,000 with additional earning potential through a performance-based monthly incentive
- Meaningful equity
- Generous medical, dental, and vision coverage
- Work-from-home stipend
- Parental leave
- Plenty of paid time off
Deal Desk Financial Analyst
Financial analyst supporting North American Go-to-Market by evaluating deal economics, building financial models, and managing end-to-end Deal Desk workflows in Salesforce/CPQ to ensure policy compliance and margin optimization.
Associate, Custody Operations
Custody Operations Associate responsible for daily cash/wire processing, trade settlement, reconciliation, and operational corrections on retirement savings plans. Requires a Finance or Accounting degree and strong Excel skills.
Senior Revenue Accountant
Senior Revenue Accountant owning end-to-end hardware revenue recognition under ASC 606, cost accounting, and gross margin analysis. Requires 4+ years of revenue accounting experience and Oracle ERP familiarity.