Careers at Treadstone

The Executive Assistant is responsible for providing high-level administrative support for an Executive at our company. The main responsibilities for this position include by are not limited to, managing the email and calendar for the Executive, managing the team’s lead tracker, managing work-related travel details, and being a source of support for the team.

The Front End Set Up Specialist is responsible for inputting lead information and making a loan file for a Loan Officer/Loan Officer Assistant. They assist with entering borrower information, pulling credit reports, getting pricing, running DU, occasionally ordering appraisals and title work, organizing the loan file, and starting the disclosure process.

The Front End Set Up Specialist works cohesively with sales, providing administrative support and assistance with inputting and preparing loans.

The Set Up Specialist is responsible for preparing a loan file for the processing department. They assist with ordering appraisals, ordering title work, entering and reviewing loan data, organizing the loan file, ordering third party verifications, and following up on orders throughout the process.

The Set Up Specialist works cohesively with sales and Loan Processors providing administrative support and assistance with processing loans.

A Loan Officer Assistant works in tandem with their Loan Officer and team throughout the loan process.

They assist with lead generation and maintaining a tracking database for the team, borrower qualification, taking applications, and will work with their Processor(s) to track down outstanding conditions and communicate updates throughout the process.

Loan Officer Assistant’s will work closely with borrowers, realtors, Set Up Specialists, Processing, and their Loan Officer. A license is required for this role.

The position in question is a customer-facing, outside sales role that necessitates licensure. In this role, individuals are tasked with the crucial responsibility of cultivating and maintaining relationships with both Realtors and borrowers to enhance their book of business. Additionally, they are accountable for generating their own business opportunities. Throughout the lifecycle of a loan, these professionals work closely with borrowers, establishing and maintaining connections even after the transaction is complete.

To excel in this role, strong time management skills, meticulous attention to detail, exceptional customer service and interpersonal abilities, a deep understanding of mortgages, a sales-oriented mindset, adept phone skills, and robust leadership qualities are required. Moreover, effective communication with various team members, such as processors, loan officer assistants, and setup personnel, is essential to ensure the smooth flow of information and, consequently, the success of each loan application.

The Loan Officer assumes a pivotal role as the face of their own team, and as such, they are expected to uphold a professional and respected image for both Treadstone Funding, Neighborhood Loans, and their individual team. This role demands the fusion of sales expertise, relationship-building finesse, and effective teamwork to thrive in the dynamic world of mortgage lending.

The Loan Processor is responsible for processing the loan from contract to closing, while acting as a liaison between the loan origination team, the Underwriter, the borrower(s), and the closing department.

The Loan Processor reviews all borrower information and documentation, with the foresight and knowledge of underwriting requirements. In addition, they review all underwriting conditions, request additional documentation from involved parties, submit, clear, and coordinate the loan for closing.

The Mortgage Loan Closer is responsible for providing exceptional service when closing a transaction.

Ensuring that every file is within compliance regulations, preparing and reviewing all necessary closing and funding documents related to all loan programs, delivering closing documents to settlement agents in advance, and communicating effectively with all parties involved in the transaction.

The Closer will work together with sales, underwriting, processing, compliance, and title companies. The Closer is the last set of eyes to review and validate all final information for each loan. This is a remote position.

The Mortgage Underwriter is responsible for analyzing, evaluating, and verifying mortgage loan applications and documents, and evaluating loans based on investor guidelines for approval or denial.

This position is vital, as the Underwriters minimize the risk or loss to the company and ensure the loan file conforms to the proper guidelines, overlays, and investors. As part of the Underwriting department, Mortgage Underwriters will work closely with the Processing department, Compliance department, and the Post Close department. This is a remote position.

The Concierge works cohesively with their Loan Officer, their team, and Marketing to provide marketing and administrative support, and run the Concierge Program. 

The Concierge will assist the Loan Officer with various marketing projects and planning of events, and assist in maintaining communication with realtors and past clients.  

Our funky little marketing family is made up of exciting creatives and search engine wizards. Each of our members specialize in their own set of skills, from graphic design, videography, and photography, to search engine optimization, CRM, social media, and ppc. Although at most companies these might all be separate departments, in our marketing department we are all one. We believe in the power of team work—many hands, minds, and perspectives working together towards a common goal is what sets us apart.

The Receptionist is responsible for setting the cultural tone of the office! You are the first one in the office, and your face and attitude will set the tone for the energy of those around you. This position is responsible for maintaining stock and ordering office supplies and groceries, answering the phone,  greeting customers and employees, organizing files, keeping the office tidy during the day, and helping out with miscellaneous projects.