ABOUT US:

• Review loan files and funding conditions to ensure all requirements have been satisfied prior to funding.
• Analyze loan documentation for completeness, accuracy, and adherence to company, investor, and regulatory requirements.
• Manage funding activities for a diverse portfolio of non-agency products, including jumbo, DSCR, Non-QM, Agency Conforming and HELOC loans.
• Coordinate with Underwriters, Collateral, Treasury, and warehouse lending partners to ensure timely funding.
• Prepare and authorize funding wires in accordance with established controls and procedures.
• Identify and resolve funding exceptions, documentation discrepancies, and time-sensitive issues.
• Resolve post-funding discrepancies and support the service transferring process.
• Serve as a funding subject matter expert and provide guidance to team members as needed.
• Support process improvements that enhance efficiency, quality, and risk management.

• 3 years of mortgage funding, closing, or related mortgage operations experience.
• BA/BS in Accounting or Finance, and/or BA/BS in another field with relevant work experience.
• Strong understanding of third-party originations and correspondent lending processes.
• Proven experience reviewing and funding residential mortgage transactions.
• Knowledge of funding requirements, and investor guidelines.
• Ability to independently manage a pipeline and prioritize competing deadlines.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and relationship management skills.
• High attention to detail and commitment to quality.

• Direct experience funding HELOCs (Home Equity Lines of Credit).
• Strong knowledge of non-agency lending products, including non-QM, jumbo, DSCR, and Agency Conforming products.
• Experience working with warehouse banks and correspondent lending partners.
• Previous experience mentoring teammates or serving as a funding resource within a mortgage operations team.

• Ability to confidently fund complex non-agency transactions with minimal supervision.
• Strong understanding of the unique requirements associated with TPO lending channels.
• Effective collaboration with internal stakeholders and external lending partners.
• Commitment to accuracy, accountability, and exceptional service.
• Ability to identify and proactively resolve issues before they impact funding timelines.

• Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
• Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
• Collaborative environment: Work alongside a team of seasoned experts who are committed to excellence and professional development.
• Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and solutions focused on clients’ unique needs.
• Strong partnerships: Engage with a broad network of over 19,000 agents, independent marketing organizations, banks and broker-dealers.
• At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.

• Base compensation is expected to be $65,000 - $75,000, with opportunity for a performance-based bonus.