Neighbors, Inc.

• Deliver outstanding customer service through accurate transaction processing, thoughtful account maintenance support, and timely resolution of discrepancies or disputes. • Monitor online deposit accounts by reviewing documentation and account activity for potential fraud while ensuring compliance with banking policies, procedures, and regulatory requirements. • Conduct deposit reviews and audits, analyze data and produce clear, actionable reports. • Perform third-party vendor due diligence to ensure partners meet our standards for security, compliance, and reliability. • Act as a bridge between teams, collaborating with the Contact Center and internal departments to resolve issues and streamline communication. • Keep policies current through ongoing updates to account disclosures and bank procedures to align with evolving laws and regulations.

• Guide borrowers through the documentation process with clear communication and updates via phone, email, and text. • Review and analyze credit, income, and asset documentation for compliance. • Identify additional documentation needs and maintain file accuracy throughout approval. • Collaborate with Loan Officers, Underwriters, Closers, and third-party vendors for efficient loan processing. • Issue compliance disclosures accurately and within timelines. • Adapt quickly to new processes and priorities in a remote setting.

• Guide borrowers through the documentation process • Review and analyze credit, income, and asset documentation • Identify additional documentation needs and maintain file accuracy • Collaborate with Loan Officers, Underwriters, and third-party vendors • Issue compliance disclosures within required timelines • Embrace new processes and improve customer and employee experience

• Guide borrowers through the documentation process • Review and analyze credit, income, and asset documentation • Identify additional documentation needs and verify conditions • Collaborate with Loan Officers and Underwriters • Accurately issue compliance disclosures

• guide borrowers through the documentation process by providing clear communication, frequent updates, and high-level service • review and analyze credit, income, and asset documentation to ensure compliance • identify additional documentation needs and verify conditions • collaborate with Loan Officers, Underwriters, Closers, and third-party vendors • issue compliance disclosures within required timelines • embrace new processes and improve the customer experience

• Guide borrowers through the documentation process • Review and analyze credit, income, and asset documentation • Identify additional documentation needs • Collaborate with Loan Officers, Underwriters, Closers, and third-party vendors • Accurately issue compliance disclosures • Embrace new processes and shifting priorities • Work Monday through Friday between 8a – 5p

• Guide borrowers through the documentation process • Review and analyze credit, income, and asset documentation • Identify additional documentation needs and verify conditions • Collaborate with Loan Officers, Underwriters, Closers, and third-party vendors • Accurately issue compliance disclosures

• Guide borrowers through the documentation process by providing clear communication, frequent updates, and high-level service via phone, email, and text. • Review and analyze credit, income, and asset documentation to ensure compliance with internal guidelines and loan requirements. • Identify additional documentation needs, verify conditions, assess appropriate fees, and maintain file accuracy throughout the approval process. • Collaborate with Loan Officers, Underwriters, Closers, and third-party vendors to ensure each loan moves efficiently and meets all quality standards. • Accurately issue compliance disclosures within required timelines. • Embrace new processes, shifting priorities, and opportunities to improve the customer and employee experience.

• Work alongside data analysts and strategists to build AI-powered data resources using Claude that pull all marketing data into one centralized system. • Help expedite and streamline marketing data workflows and reporting. • Support the development of data structures and pipelines that improve team-wide access to insights. • Conduct research and summarize data findings for the marketing team. • Collaborate with a cross-functional team including marketing interns across PR, SEO, Social, and Paid channels. • Learn how data analytics operates within a regulated financial services environment.

• Guide clients through the home loan process • Work with warm leads (no cold calling) • Help achieve the dream of homeownership through effective sales practices