Genway

General

• Work alongside Account Executives and Brokers to facilitate the loan process
• Manage loan documentation and maintain active communication and compliance throughout the loan process
• Verify and examine the information and accuracy of loan applications and closing documents
• File and maintain loan records
• Assemble and compile documents for loan closings
• Serve as a point of contact for clients throughout the loan process
• Ensure loan processing activities adhere to industry regulations and guidelines
• Monitor transactions and support Account Executives
• Communicate clearly and confidently in writing, speaking and digital formats
• Maintain client needs and relationships as primary work drivers

Loan Coordinator

Sales

• Support Account Executives in business development and prospecting efforts
• Create targeted prospecting lists, call sheets, and market opportunity reports using CRM and industry data sources
• Identify and distribute inbound sales opportunities to designated Account Executives
• Coordinate follow-up communications and marketing campaigns on behalf of Account Executives
• Follow up on prospect conversion to approved client and assist with renewals
• Maintain accurate customer, prospect, and referral partner records within the CRM
• Update broker data, manage campaign enrollment, and assist with sales reporting and pipeline tracking
• Monitor loan pipeline activity and assist in moving loans through the origination process
• Review stalled files, upcoming lock expirations, expiring approvals, and renewal opportunities, escalating issues as appropriate
• Conduct proactive outreach to clients regarding outstanding documentation and disclosures
• Provide clients with basic operational support and system assistance
• Assist with troubleshooting loan and pipeline issues
• Support pre-delinquency outreach and customer retention initiatives
• Assist Account Executives with pipeline management from submission through funding
• Provide pricing support on pre-qualified loan scenarios within established guidelines
• Serve as an administrative and operational resource for Account Executives managing client relationships and sales activities

Sales Assistant

Account Executive

• Partner with brokers to submit loans and maintain the sales pipeline
• Maintain sales contacts, pipeline reports, and other pertinent sales activity reports
• Use OptifiNow and work with Operations staff to facilitate loans from submission to funding
• Establish new business and develop current business relationships
• Ensure overall client satisfaction
• Obtain approval packages for new clients when needed
• Solicit business from mortgage entities in an open territory
• Follow up on potential clients
• Provide ongoing service support to clients
• Communicate and train clients on GenWay’s products, policies, and procedures
• Ensure all loan files are complete and within guidelines
• Represent the company professionally and enthusiastically while providing exceptional customer service
• Support the company mission statement and core values
• Support organizational goals and values, welcome feedback, and contribute to positive team spirit
• Perform additional responsibilities as management sees fit

Senior Account Executive

• Serve as the primary credit authority for the DreamBuilder product
• Evaluate and approve complex credit scenarios and loan structures outside standard program guidelines
• Analyze borrower, property, and transaction risks to determine overall loan viability
• Monitor portfolio performance, delinquency trends, repurchase exposure, and emerging credit risks
• Oversee interpretation and application of DreamBuilder underwriting guidelines
• Review and approve underwriting exceptions within delegated authority
• Provide guidance to underwriting personnel on complex loan matters
• Ensure consistency, quality, and accuracy in credit reviews and approvals
• Evaluate credit implications of proposed guideline changes and new product features
• Support development of eligibility standards, compensating factors, and exception criteria
• Participate in investor, warehouse bank, and regulatory discussions related to the DreamBuilder program
• Develop reporting mechanisms to monitor approval rates, exceptions, loan quality, and program performance
• Present credit risk findings and recommendations to executive leadership
• Ensure adherence to federal, state, investor, and company lending requirements
• Partner with Compliance, Legal, and Quality Control teams to maintain regulatory compliance
• Support internal and external audits, examinations, and investor reviews
• Implement corrective action plans when quality or compliance concerns are identified
• Partner with Sales, Operations, Underwriting, Capital Markets, and Executive Leadership to balance growth objectives with risk tolerance
• Foster a culture of accountability, sound judgment, and operational excellence

Loan Coordinator

Sales Assistant

Senior Account Executive

SVP, Credit Risk