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Associate Mortgage Specialist
Goodleap
23d ago
$24
Junior (1-3 years)
Full Time
Roseville, CA
Office Full-Time
Company Size
600 Employees
Service Specialisms
Solar panels financing
Battery storage financing
Energy-efficient HVAC financing
Heat pump financing
Roofing financing
Window financing
Sector Specialisms
Solar
HVAC
Roofing
Role
What you would be doing
customer service
loan troubleshooting
loan review
document preparation
underwriting
origination system
- Attend daily training in preparation for your promotion into sales or take NMLS test.
- Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers.
- Troubleshoot loan files. Become an expert in loan programs and qualifications.
- Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting.
What you bring
fast-paced
high school
communication
sales experience
quick learner
collaborative
- Ability to work in fast-paced, high-volume environment
- High School Diploma or GED required
- Excellent communication skills
- 1-2 years top sales experience in a professional environment OR college degree
- Ability to learn quickly
- Collaborative personality
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
Company
Overview
- Founded with a mission to make homeownership and sustainable living more accessible.
- Pioneers in offering financing solutions for residential solar systems, energy efficiency, and home upgrades.
- Helps homeowners secure financing for clean energy solutions through partnerships with contractors and installers.
- Offers a range of flexible loan and lease options tailored to the needs of residential customers.
- Has expanded its product offerings to include solar, energy storage, and home efficiency projects.
- Works with a large network of contractors to provide homeowners with easy access to financing options.
- Recognized for enabling the transition to renewable energy by making sustainable home improvements more affordable.
- Fast, frictionless technology
- Transparent customer communication
- Data-driven business intelligence
- Empowering homeowners and contractors
- Partnering with GivePower nonprofit
$30B+ financed
Solar & Efficiency Solutions
Over $30 billion has been financed in solar and home-efficiency solutions since 2018.
12M+ CO₂ offset
Carbon Emissions Offset
Systems financed have offset over 12 million metric tons of CO₂ as of October 2023.
60MW target
Virtual Power Plant Capacity
Targeting 60 MW capacity by the end of 2025 for the GoodGrid Virtual Power Plant.
2M+ people benefited
Clean Water & Energy Impact
Deployed clean water and clean energy systems via GivePower, benefiting over 2 million people.
- Supports GoodGrid Virtual Power Plant: managing 5 MW capacity (~3,600 homes)
- Launched GoodGrid VPP to alleviate grid stress events and optimize distributed batteries
Dec 2022
Advisory Council Formation
A diverse advisory council consisting of notable leaders was established to oversee inclusion and diversity initiatives.
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