Wholesale Pipeline Resolution Specialist   - Remote

Oversee pipeline retention efforts by tracking active loan files, identifying and resolving structuring or process-related issues, and collaborating with Sales and Operations teams to improve pull-through and funded loan performance. Review and Exception Processes Review and provide guidance on complex loan scenarios, including LESA and TISA exceptions, Financial Assessments, Trusts, Residual Income calculations, Powers of Attorney, Property Types, Purchase Transactions, Self-Employment income, Credit, Condo/Single Unit Approval (SUA), and proprietary products.

Review credit reports for accuracy and completeness. Assess financial documentation, including financial assessment, and residual income requirements. Structure loan files and purchase transactions to comply with company guidelines.

Submit underwriting escalations, exception requests, and rush review requests to facilitate timely loan decisions and pipeline progression. Evaluate condo/SUA files to ensure adherence to relevant policies. Conduct a comprehensive second-level review of loans prior to adverse action decisions to identify potential solutions and retention opportunities.

Training and Support Partner with Sales, Operations, and Underwriting teams to resolve loan structuring challenges and support successful loan outcomes. Host regular open office hours for Loan Officers and Sales Coordinators to provide guidance, answer questions, and assist with loan scenario reviews. Develop and deliver targeted training sessions on key underwriting, product, and operational topics based on identified business needs.