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Loan Sales Lead

SalesSalesFull TimeRemoteTeam 1,001-5,000Since 2012H1B SponsorCompany Site LinkedIn

Location

United States

Posted

95 days ago

Salary

$128K - $160K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Own the end-to-end coordination of loan sales, ensuring sale dates, tape updates, requirements, and cross-functional communications are always accurate, timely, and aligned. • Maintain and continuously improve Investor Services’ loan sale processes—driving clarity, reducing errors, and building scalable workflows across multiple product lines. • Perform detailed tape scrubs to verify loan eligibility, proactively identifying and resolving issues before they impact execution. • Serve as the central point of contact for Capital Markets, Legal, Engineering, Servicing, and other partners, ensuring all stakeholders have the right information at the right time. • Develop, document, and operationalize new processes for emerging products (e.g., auto, HELOC), ensuring strong adherence and smooth cross-team adoption. • Evaluate tools, automation opportunities, and process enhancements that streamline loan sale operations and strengthen Investor Services’ overall efficiency.

Job Requirements

3+ years of experience in loan operations, investor services, capital markets operations, or a similar process-driven financial services role.
Demonstrated expertise in project management or workflow coordination, with a proven ability to manage complex, multi-step processes across multiple stakeholders.
Exceptional attention to detail and accuracy, with experience maintaining documentation, reviewing data/tapes, or validating eligibility criteria.
Strong written and verbal communication skills, with experience working in fast-paced, remote environments using tools such as Slack, email, and shared documentation platforms.
High proficiency with spreadsheets (Excel or Google Sheets) and operational tools used for tracking, organizing, or automating process workflows.

Benefits

Competitive Compensation (base + bonus & equity)
Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings
Employee Stock Purchase Plan (ESPP)
Life and disability insurance
Generous holiday, vacation, sick and safety leave
Supportive parental, family care, and military leave programs
Annual wellness, technology & ergonomic reimbursement programs
Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering
Catered lunches + snacks & drinks when working in offices