Associate Mortgage Specialist. at Goodleap

Plano, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Financial Services, Sustainable EnergyIndustries

Requirements

Candidates should possess at least 1-2 years of top sales experience in a professional environment or hold a college degree, demonstrating the ability to learn quickly, possess a detail-oriented nature, and exhibit excellent communication skills. A collaborative personality and the capacity to thrive in a fast-paced, high-volume environment are also required, along with a high school diploma or GED.

Responsibilities

The Associate Mortgage Specialist will review mortgage applications, assist in collecting and uploading documents within the Loan Origination system, order disclosures, prepare income calculations, run automated underwriting, and scrub files prior to submission to underwriting. They will also troubleshoot loan files, become an expert in loan programs and qualifications, take inbound live transfer calls and make outbound phone calls to gather customer information, provide excellent customer service, attend daily training, and potentially take the NMLS test to pursue a career as a licensed loan officer.

Skills

Mortgage Applications

Loan Origination System

Income Calculations

Automated Underwriting

Document Upload

File Preparation

Troubleshooting

Loan Programs

Customer Qualification

Inbound Calls

Customer Service

Goodleap

Marketplace for sustainable home upgrades and financing

About Goodleap

GoodLeap provides a marketplace for sustainable home solutions, connecting homeowners with professionals who specialize in eco-friendly home improvements. Their platform simplifies the purchasing process by offering a single point of sale technology that allows users to explore various upgrade options and choose flexible payment plans that suit their budgets. Unlike many competitors, GoodLeap focuses specifically on sustainability and partners with over 18,000 professionals nationwide, ensuring a wide range of services and expertise. The company's goal is to help homeowners make environmentally conscious upgrades while saving money, and they also contribute to sustainable energy projects through their partnership with GivePower, donating a portion of their revenue with each transaction.

Roseville, CaliforniaHeadquarters

2003Year Founded

$778.2MTotal Funding

DEBTCompany Stage

Energy, Fintech, Social Impact, Consumer GoodsIndustries

1,001-5,000Employees

Benefits

Flexible Work Hours

Risks

Emerging fintech companies offering similar solutions could erode GoodLeap's market share.

Rising interest rates may reduce the affordability of GoodLeap's financing options.

Direct-to-consumer solar panel sales could threaten GoodLeap's traditional financing model.

Differentiation

GoodLeap offers a seamless point-of-sale platform for sustainable home upgrades.

The company partners with over 18,000 professionals nationwide for home improvement solutions.

GoodLeap supports GivePower, donating to sustainable energy projects with every transaction.

Upsides

GoodLeap closed a $470 million securitization backed by sustainable home improvement loans in 2023.

The company raised $800 million to expand in a $430-billion-per-year market.

Increased consumer interest in energy-efficient upgrades boosts demand for GoodLeap's financing options.

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