Processor

Splitero

. Support homeowners who apply for Splitero’s Home Equity Investment product by preparing files for underwriter review .

Posted 10/22/2026full-timeSan Diego • California • United StatesMid-LevelSenior💰 $94,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in loan processing and home equity investments, with strong capabilities in managing documentation and communication with homeowners and third-party vendors. Proven ability to meet production goals while maintaining high standards of accuracy and customer service.

Highest-signal resume keywords

Loan Processing ExperienceHome Equity Investments FamiliarityCRM Proficiency (Salesforce)Customer Service SkillsProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ProcessingDocumentation ReviewFile PreparationPipeline ManagementCompliance Adherence

Soft Skills

Verbal CommunicationWritten CommunicationActive ListeningEmpathyPrioritization

Tools & Technologies

SalesforceTitle ReportsValuationsCredit Reports

Industry Keywords

Home Equity InvestmentMortgageReal EstateThird-Party VendorsCustomer Contact

About the role

Key responsibilities & impact

Support homeowners who apply for Splitero’s Home Equity Investment product by preparing files for underwriter review
Review applications and supporting documentation for completeness and accuracy
Communicate proactively with homeowners, teammates, and third-party vendors about file-related items and missing documentation
Order and review title reports, valuations, credit reports, and other third-party information
Process and prepare clean, complete, and accurate files for underwriter review
Drive underwriter-conditioned items through closing in compliance with company guidelines, policies, and procedures
Work cross-functionally to deliver a seamless homeowner experience from submission through closing
Manage and prioritize a pipeline of homeowners across approval and funding stages
Meet or exceed production goals, key performance metrics, and standards

Requirements

What you’ll need

3+ years of experience in loan processing
Ability to work in the San Diego office Tuesday–Thursday starting in January 2027
Familiarity with home equity investments is a plus
Experience using a robust CRM such as Salesforce
Experience working with mortgage and real estate third-party vendors, including title, valuation, and credit
Experience in a service-oriented role with high-volume customer contact
Strong verbal and written customer service skills
Active listening and ability to communicate complex information clearly and straightforwardly
Ability to understand homeowner needs and respond appropriately
Ability to stay composed under pressure and communicate with empathy
Strong independent problem-solving, prioritization, and workload-management skills
Ability to meet deadlines and escalate appropriately when needed
Team-first mentality and enthusiasm for fast-paced environments
Based in or able to commute to the San Diego office

Benefits

Comp & perks

On-target earnings of $104,000+ per year, including uncapped monthly commissions
OneTeam culture focused on transparency, innovation, inclusivity, and team growth
Solid tech stack
Access to any WeWork location
Monthly cell and internet stipend
Comprehensive healthcare plans for employees and their families, eligible on the first day
Generous flexible PTO
Parental leave
Reasonable accommodations for people with disabilities