Kiavi

Analyst

• The Role: This role is a 6 month remote, contract role. There is a possibility to extend the length of the contract based on volume. This role will be employed by Kiavi on our payroll with benefits included.
• With innovation, simple & scalable efforts, and customer service at our core, the Loan Analyst team at Kiavi works cross-functionally with other departments to change the landscape of the mortgage industry. The team is responsible for using their critical thinking skills to work through customer challenges, and their collective effort is integral in shaping a positive loan experience for all stakeholders. The team works together to find a way to win and adapts to new changes quickly. We’re a fast-growing company and are looking for people who have a desire to grow, learn, and accelerate their careers. As an integral part of the Operations team, you will process the loan and get it ready for an underwriting decision, working with third parties, borrowers, and mortgage brokers to create a smooth and simple process for getting a loan. Your primary focus will be on delivering exceptional customer service, addressing client concerns, and guiding them through the mortgage process with professionalism and expertise.
• Responsibilities
• Analyze loan applications, collect essential documents, and obtain third-party reports.
• Reach out to customers and third parties via phone, email, & text to obtain documents or essential information, provide proactive status updates, and answer customers’ questions relating to required documents within the expected timeframe.
• Serve as the primary point of contact for customers throughout the processing and underwriting stages, providing personalized assistance and support.
• Reviewing and analyzing documents against our credit policy, with the goal of getting the loan ready for an underwriting decision.
• Meet and exceed your daily and monthly quotas for new application reviews while upholding our high standards for quality.
• Identify potential roadblocks or credit policy alignment issues and work with sales and other operations teams to determine the best approach.
• Work closely with your cross-functional team to meet and exceed weekly and monthly processing and funding goals.
• Contribute to cross-functional projects or assigned initiatives as needed. Examples may include testing new systems, procedures, or credit policies, functioning as a power user, training or mentoring new hires, data and reporting, etc.
• Attend and regularly give feedback in team meetings.
• Qualifications
• Preferred Associate’s or Bachelor’s degree or equivalent experience in business or a departmentally related field.
• 1-2 years of successful professional experience as a Loan Analyst/Processor and/or 2-3 years of successful professional experience within the mortgage lending industry.
• You have a track record as a self-starter with a strong desire to learn and grow your capacity.
• You have strong computer skills, including experience with Microsoft Word & Excel/Google Suite.
• You have the ability to define problems, collect data, establish facts, and draw valid conclusions.
• You look for ways to apply technology to help solve business problems.
• You have outstanding verbal and written skills that will enable you to provide an excellent customer experience with borrowers and business partners.
• You are open to giving and receiving feedback, comfortable speaking up and asking questions, and able to follow a proven process.
• You are flexible and can work in a dynamic environment of rapid change

Loan Analyst

• The Construction Feasibility Analyst team reviews and approves residential rehab projects related to planning, cost, timeline, progress, and completion. This team partners with sales, operations, and servicing to create a great customer experience. The Feasibility Analyst will be responsible for guiding our clients through our property rehabilitation, underwriting the project scope and budget to ensure its feasibility, and assisting in monitoring the progress and completion of the improvements as they occur. Beyond an analytical orientation, the Feasibility Analyst has the interpersonal skills to foster the relationship with the clients throughout the life of the loan.
• Review the borrowers submitted scope of work documents and conduct the needed due diligence using photos and third-party inspection data to acquire a holistic understanding of the project’s feasibility and the client’s operational factors.
• Analyze the proposed construction projects, including reviewing project plans, examining permit requirements, project timelines, and verifying the feasibility of the project budgets and scoping.
• Decisioning latitude to establish mitigation of the risk of the proposed construction project and make an independent final call via approvals.
• Deliver analysis to the Valuation Department and collaborate with them to resolve specific areas of concern in the project.
• Provide continuous feedback to our Underwriting and Risk Departments to improve project screening and risk modeling
• Be an ambassador of the Kiavi brand through regular communication with our clients. Although this is not a sales position many of the same skills are important to your success including patience, empathy, and communication.

Feasibility Analyst

Sales Development Rep

• Kiavi is looking for a high energy and dynamic Sales Development Representative to provide pre-sales support. This role will be responsible for servicing inbound sales and related inquiries with a focus on engaging and qualifying all prospective customers. This role is one of the first touch points for prospects and has the opportunity to set the tone for the sales cycle following. You will have the opportunity to be closely mentored and professionally developed by more seasoned LendingHome sales professionals.
• Key Responsibilities
• Managing inbound leads for bridge and rental clients
• Educate and develop leads for inbound through inbound prospecting via phone, email, events, follow up on webinars, and assorted campaigns
• Make 80 to 100 dials a day
• Identify and develop an in-depth understanding of each lead generation process, supporting marketing activities, prospect touch-points and the hand-off to the Account Executive
• Will be separating Market Qualified Leads from Qualified Leads