Salary
💰 $60,000 - $70,000 per year
About the role
- Support the VP of Loan Quality in executing the Loan Quality program for Underwriting & Closing
- Perform reviews, maintain trackers and evidence, coordinate audits, and ensure corrective actions are completed and effective
- Maintain the Underwriting & Closing control framework: update control inventory and evidence library
- Execute assigned evaluation steps to test design and operating effectiveness and document conclusions
- Perform loan reviews including end-to-end file testing and thematic checks against agency guides and internal standards
- Manage tracker of management action plans: update status, collect closure evidence, publish aging reports, and escalate overdue items
- Support audits by logging requests, tracking submissions, assembling response packages, and validating corrective actions through closure
- Prepare reporting dashboards and concise summaries highlighting trends, repeat defects, time-to-closure, owners, and due dates
- Maintain policy and guide-update records including calendars, version history, implementation trackers, and supporting evidence
- Track vendor compliance: maintain registry of screenings, insurance/continuity confirmations, information-security reviews, and expirations
- Run exception reports and reconciliations for critical data elements; investigate mismatches and coordinate with business and technology teams
- Perform other duties as assigned
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or related field required (or equivalent relevant work experience)
- 1+ years of experience in underwriting, closing, loan review/quality control, or a documentation-intensive commercial real estate finance role
- Familiarity with multifamily agency programs (e.g., Fannie Mae DUS, Freddie Mac Optigo) preferred
- Advanced Excel proficiency
- Ability to learn BI tools (Power BI or Tableau)
- Knowledge of loan underwriting, closing, and loan review processes
- Ability to run exception reports and reconciliations and investigate data mismatches
- Experience coordinating audits and managing corrective action plans
- Ability to escalate KYC/AML exceptions
- Clear written and verbal communication skills; strong organizational skills and attention to detail
- Comprehensive benefit options (silver level Cigna Healthy Workforce Designation™)
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- Robust health and wellness program – earn cash rewards and access health resources
- Paid maternity and parental leave and other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
- Career development opportunities
- Empowerment and encouragement to give back – volunteer hours and donation matching
- Option to work remotely Mondays and Fridays (attendance generally required Tue–Thu)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
loan reviewquality controlunderwritingclosingdata reconciliationexception reportingadvanced ExcelBI toolsthematic checkscorrective action plans
Soft skills
clear communicationorganizational skillsattention to detailability to escalate issuescoordinationproblem-solvinganalytical skillstime managementteam collaborationreporting