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Mortgage Loan Verification and Support Specialist (MLO/RE Licensed)

Apply For This Position San Francisco, California

Exciting career opportunity for a Mortgage Loan Officer & Real Estate Licensed professional to join the team of a top-performing company in the U.S. peer-to-peer lending marketplace!

Our client, a peer-to-peer lending company, is growing and seeking a Mortgage Loan Verification and Support Specialist to grow with them! This company prides itself on helping build financial well-being for their users, enabling them to invest in each other in a way that is both financially and socially impactful.

The Mortgage Loan Verification and Support Specialist will be responsible for supporting loan customers and providing exceptional customer service while meeting monthly production goals. An active Mortgage Loan Officer License and California Real Estate License are absolutely required for this position. Experience in a relevant industry is a plus, but not required. This position is ideal for a detail oriented, self-driven individual, who is excited to work in a dynamic production environment. In addition to career growth, this company provides a competitive salary, and a great company culture!


  • Provide support to HELOC and personal loan customers.
  • Provide loan terms and answer questions regarding HELOC and personal loan products.
  • Interact with clients and regulatory agencies as needed
  • Evaluating the accuracy of loan documents
  • Calculate income using pay stub and W2
  • Assess loan attributes and documentation for soundness and accuracy
  • Validate data and as needed, support reporting needs and reviewing for accuracy.
  • Ability to interpret and apply required policies and procedures
  • Ensure adherence to required regulations and work under supervision of a manager.
  • Achieve monthly production goals while maintaining quality standards
  • Able to manage a pipeline and ensure the timely processing of loan / line of credit files.
  • Provide exceptional customer service via verbally and written
  • Ensure operational processes are consistent and efficient across locations
  • Support training team with reviewing department materials ensuring accuracy and effectiveness
  • Support training department on new hire development
  • Enhance fraud processes and meet or exceed performance targets
  • Currently hold an active Mortgage Loan Officer License (MLO) - REQUIRED
  • Currently hold an active California Real Estate License - REQUIRED
  • 6 months – 2 years’ experience in the financial or mortgage industry highly preferred (consumer, small business, credit card)
  • Working knowledge of relevant consumer lending compliance and risk management
  • Personal Banking, Home Preservation, Loss Mitigation experience a plus
  • BA/BS degree or higher in related field a plus but not required
  • Proficient with Excel, Word, PowerPoint and Salesforce
  • Willingness to work a shift between Monday through Saturday


Required Skills
  • Ability to work independently
  • Detail-oriented, accurate, organized and able to multi-task
  • Excellent communication skills (written & verbal), phone and email etiquette
  • Must be flexible and ready to work in a dynamic production environment
  • Professional, proactive and solution-oriented
  • Strong problem-solving and analytical skills
  • Ability to thrive in a dynamic and fast-paced environment
  • Independent thinker and self-starter


A Few Things to Know About this Company

This company offers an excellent compensation and benefits plan, including incentive bonuses, stock options, company-paid health, dental, and vision insurance, paid vacation time, 401(k) with employer-match, fitness reimbursement, commuting reimbursement, and more!


Apply TODAY for immediate consideration!



JWilliams Staffing, Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Qualified applicants with criminal histories will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to local Fair Chance Ordinances.

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