Lending Solutions Specialist

We're searching for people who enjoy customers as much as we do. The Lending Support Specialist supports the daily operation of Evergreen’s Lending Solutions function, guiding associates through research, technology tools, guideline interpretation, and lending decision points. Essential Duties and Responsibilities Support the daily operation of the Lending Solutions function as a centralized coaching, education, technology guidance, and lending resource for the field. Respond to lending solution requests from loan originators, loan coordinators, branch managers, underwriters, and other business partners. Assist associates with researching and interpreting loan program guidelines, technology resources, and internal lending processes. Coach requestors on how to use available resources, technology tools, and guideline materials to reach well-supported conclusions. Reinforce clear expectations for request submissions, including required loan facts, applicable guideline references, system screenshots, and supporting documentation. Support timely and accurate resolution of lending questions involving program guidelines, loan structure, investor requirements, agency allowances, underwriting expectations, and internal lending processes. Research guideline and loan structuring questions using available resources, including AllRegs, MRI guides, agency guides, investor guides, FHA, VA, USDA, Fannie Mae, Freddie Mac, and other applicable resources. Support the maintenance, accuracy, and usability of approved lending technology tools and resources, including DPR, Ask Forest, Prism Income Tool, and other department-supported platforms. Monitor and assist with updates, reporting, issue identification, and proper usage of department-supported lending technology tools, guidelines including DPR, Ask Forest, and Prism Income Tool. Escalate complex, high-risk, or exception-based matters to appropriate leadership for review and decisioning. Partner with Underwriting, Secondary, Production Support, Loan Fulfillment, Training, Sales leadership, Post-Closing, branch leadership, and other business partners to address lending questions and support field education efforts. Assist with the development and maintenance of training materials, job aids, FAQs, matrices, request checklists, research guides, and other practical tools for associates. Train and guide associates on effective use of mortgage technology platforms, guideline resources, system workflows, approved lending tools, and documentation standards. Maintain accurate tracking and documentation related to lending solution requests and resolutions. Other duties as assigned. Performance Expectations Perform all actions in accordance with the Mission, Vision, and Convictions of EHL. Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person. Seek feedback: Host regular and timely communication with associates and Manager. Be willing to assume additional responsibilities/duties/projects as they arise. Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks. Perform all actions in accordance with policies and procedures of the company. Expected to meet productivity guidelines of the position. Effectively use software specific for the position and Microsoft office products. Continuously explore, adopt, and integrate approved AI tools into daily work to improve productivity, accuracy, scalability, and workflow efficiency, while ensuring compliance with company policies, security standards, and data protection requirements. Work well with other members of the EHL team and be willing to fill in when needed. Specific Skills / Knowledge / Abilities Required 2-3 years of mortgage industry experience, with recent experience in underwriting, loan structuring, guideline interpretation, production support, sales support, training, or related mortgage operations. Current knowledge of mortgage loan programs, agency guidelines, investor requirements, underwriting standards, and loan quality expectations, compliance regulations and requirements, including TRID, preferred. Understanding of fulfillment functions, including processing, underwriting, closing, funding, post-closing, secondary, and investor delivery impacts. Familiarity navigating and interpreting AllRegs, MRI guides, Fannie Mae, Freddie Mac, FHA, VA, USDA, investor guides, and other applicable resources. Ability to translate complex guidelines, technology processes, and underwriting requirements into clear, practical guidance. Ability to exercise good judgment, manage escalations appropriately, and identify when higher-level review or approval is needed. Exercise good judgment and strong character, motivated, hard working. Ability to work well with fellow associates, clients and vendors. Good communication skills. Neat, clean, healthy work habits. Physical Requirements Requires all forms of dexterity and mobility throughout the shift, which may include extended periods of sitting and/or standing. Occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus. Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more. Ability to work in a fast-paced, occasionally noisy environment. May be required to drive for business purposes and if so, must hold a driver’s license in good standing and maintain personal auto insurance in compliance with EHL’s Auto Insurance policy. Compensation The base hourly range for this position is $22.40 - $42.11 per hour depending on a number of factors including location and experience. Benefits and Perks Medical, dental, and vision coverage with contributions from both associate and company. Basic Life/AD&D insurance for eligible associates as well as Short-term Disability benefit. Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate. Automatic enrollment in Evergreen’s 401(k) plan. Personal Time Off (PTO) of up to 13.34 hours earned monthly and 9 paid holidays per year. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit. Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Evergreen-Home-Loans