🛠 Tech Stack

💼 About This Role

You'll support the Onboarding organization by managing loan processing workflows, ensuring accurate and timely movement of loan files. You'll collaborate across teams to improve processes and borrower experience. This role offers flexible scheduling and the chance to work with advanced AI lending technology.

🎯 What You'll Do

• Support operational workflows for loan processing and closing coordination.
• Manage and prioritize a personal pipeline of loan files.
• Review applicant documentation for accuracy and completeness.
• Maintain detailed notes in Vesta and Salesforce.

📋 Requirements

• 1+ years of loan processing or loan officer experience at a Financial Institution or Mortgage company.
• Proven experience handling difficult customer communications verbally and in writing.
• Experience reviewing tax forms, financial statements, and credit reports.
• Strong understanding of the personal loan process from application through closing.

✨ Nice to Have

• Familiarity with regulatory requirements for unsecured loan products.
• Experience coordinating with third-party vendors.
• Proven adaptability in high-growth, fast-paced environments.

🎁 Benefits & Perks

• 💰 Competitive compensation including base pay, bonus, and annual equity grants.
• 🏦 Generous 401(k) with Upstart matching $2 for every $1 up to $15,000/year.
• 🏥 Affordable medical, dental, and vision coverage with 90-100% premium coverage.
• 🏖️ Paid time off including company holidays and paid family leave.
• 👶 Family benefits including Carrot and Cleo for fertility and caregiving support.