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Current Job Openings

Interested in a career with a fun, fast-growing company in the greatest city in the country? Then we're excited to talk to you! View our current openings below, then please email us,, with your resume if you're interested in joining our team. 

Loan Originator          Loan Processor          Operations Specialist

Customer Service Specialist          Junior Account Executive


Account Executive - Loan Originator

Role Description:


This role is for a Loan Originator working in a call center focused on outbound calls and inbound leads to originate loans. The ideal candidate will have the ability to build strong relationships, identify investor’s strategies, and advise them about how our loan products can help them achieve their financial goals. No license required! Visit for more information on our loan products.

Compensation to be expected: base + commissions. OTE first year = $80K, top performers can earn over $200K.

Minimum Qualifications:

  • High School Diploma or GED
  • 1 Year sales experience

Preferred Qualifications:

  • Experience in one of these industries
    • Real estate
    • Mortgage
    • Finance
    • Financial services


  • Self-starter
  • Highly motivated
  • Goal oriented
  • Memorable
  • Passionate
  • High achiever
  • Hard worker
  • Able to work with limited supervision but want to be part of a high-achieving team

Job Type: Full-time

Loan Processor

Position Responsibilities:

• Process applications from time of receipt of application to submission of the loan package to underwriting

• Work with, coordinate with Loan Originators

• Gather, organize and track loan documentation

• Work with applicants, underwriters, appraisers and others to complete processing

• Resolve customer service issues

• Verify purchase contract documentation and resolve routine issues including vesting issues and other document discrepancies

Minimum Qualifications:

• 1 year of Processing or industry related experience

• Proficient use of Microsoft Office Suite

• Tactfulness and proven ability to handle sensitive and confidential situations

• High energy, self-motivated and service-oriented attitude

• Strong interpersonal, written and verbal communication skills

• Strong organizational skills, attention to detail and problem-solving skills

• Ability to handle extensive pipeline and ability to meet deadlines in a fast paced environment

• Demonstrate sensitivity and tact in handling highly confidential information.

Job Type: Full-time

Visio Lending conducts background and credit checks on applicants who are offered this role.

Operations Specialist

Position Responsibilities:

  • Orders all appropriate documents including pay history, title work, appraisal, payoffs, and other required documents
  • Maintain database of hard-copy forms and procedures for different brokerages
  • Move proper loan information into the Calyx Point system for processing
  • Monitor appraisal reporting and update SalesForce with all necessary information
  • Follow up on all outstanding Appraisal and Title orders
  • Schedule loan closings
  • Send out appraisal invoices to the borrowers
  • Create weekly reporting
  • Update the VFS Funded tracker board weekly
  • Perform initial quality control on new files in processing
  • Perform post-closing “Servicing” quality control
  • Maintain current knowledge of all company loan programs and their requirements
  • Adheres to all company policies, procedures and business ethics codes
  • Other projects and duties as assigned

Minimum Qualifications:

  • 1-3 years administrative experience

Preferred Qualifications:

  • Real estate knowledge
  • High school diploma or GED


  • Attention to detail / Accuracy
  • Excellent communication skills
  • Self-motivated
  • Knowledge of PC and spreadsheet skills
  • Ability to problem solve quickly and correctly
  • Ability to work as part of a team

Customer Service Specialist

Position Responsibilities:

  • Manage high volume of both inbound and outbound calls
  • Identify and assess customers’ needs to achieve satisfaction
  • Solve customer complaints; provide appropriate solutions and alternatives; follow up to ensure resolution
  • Review processes and identify recurring issues
  • Build sustainable relationships and trust with customer accounts and our servicing partner through open and interactive communication
  • Document detailed records of customer interactions, process customer accounts and file documents
  • Follow communication procedures, guidelines and policies
  • Provide accurate and timely tracking and reporting


  • Bachelor’s degree or relevant experience
  • Proven customer support experience or experience as a client service representative
  • Familiarity with CRM systems and practices
  • Prior experience in a related field or industry (e.g. lending, finance, real estate, insurance, etc.)


  • Excellent communication skills both written and over the phone, must be an active listener
  • Passion for customer service and ability to adapt/respond differently as needed
  • Desire to solve customer complaints
  • Proficient in Microsoft Office suite, including but not limited to Excel
  • Ability to multi-task, prioritize, and manage time effectively
  • Demonstrated integrity and trustworthiness
  • Self-motivated
  • Ability to work collaboratively as part of a team

Junior Account Executive

Position Responsibilities:

  • Responsible for providing assistance and support in marketing and administrative duties
  • Responsible for running credit reports, inputting loan applications, collecting loan information
  • Follow up calls to brokers, customers, potential new customers
  • Facilitate loan processing procedure, gather required documentation, open files, order appraisals
  • Plan and schedule meetings, calls and appointments
  • Manage and respond appropriately to all correspondence
  • Performs data entry into spreadsheets and/or loan database
  • Ensure all required documentation is completed, organized, and retained
  • Manage, file, scan, and maintain loan records
  • Performs special projects, research and/or analysis as assigned
  • Adheres to all company policies, procedures and business ethics codes
  • Other projects and duties as assigned


  • Minimum 2 years administrative experience
  • High School Diploma or GED
  • Excellent verbal and written communication skills; engaging personality
  • Proficiency in Microsoft Office suite. Salesforce experience helpful but not required


  • Attention to detail / Accuracy
  • Ability to prioritize and to multi-task in a fast paced environment for a top producing Account Executive with 20 years of lending experience
  • Ability to handle confidential information in a discreet, professional manner
  • Ability to meet deadlines
  • Responsible self-starter
  • Ability to work independently and proactively
  • Excellent organizational skills
  • Excellent customer service skills

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