Mortgage Product Placement Specialist

Alleviate•Irvine, CA

2d•Onsite

About The Position

Are you someone who thrives on connecting the dots and finding the perfect fit? Step into a role where your strategy and insight directly impact loan success. As a Mortgage Product Placement Specialist, you’ll act as the bridge between our loan originators and lending partners; analyzing scenarios, matching borrowers to the right lenders, and keeping deals moving smoothly from submission to approval. At Alleviate Financial Solutions, we’re transforming lives every day by offering innovative debt relief solutions. As one of the fastest-growing companies in the industry, we are on a mission to help individuals and families regain financial freedom and build a brighter future. Our vision? To become the next-generation financial services company that guides people from debt to WEALTH. Our 30,000 sq. ft. headquarters in Irvine, CA is more than just an office—it’s a second home where collaboration, growth, and innovation thrive.

Requirements

4+ years Sales experience required.
High school diploma or GED required.
Possess extensive knowledge of Conventional, VA, FHA, Non-QM, HELOC, and HELOAN products, including eligibility guidelines, underwriting standards, and pricing structures.
Proficiency in analyzing complex borrower profiles, identifying potential challenges, and delivering strategic solutions to maximize loan approval and profitability.

Nice To Haves

Experience with mortgage pricing engines, AUS systems (DU/LP), and lender overlays is highly preferred.

Responsibilities

Review borrower applications, financials, and loan scenarios for accuracy and completeness.
Match and distribute loan files to appropriate lenders based on guidelines and product fit.
Analyze lender criteria, risk appetite, and market conditions to optimize deal placement.
Work closely with loan officers to provide guidance, present viable product options, and help structure loans in a way that improves pull-through and conversion.
Communicate with internal teams and lending partners to clarify scenarios and move deals forward.
Track loan submissions, statuses, and approvals to ensure timely progress.
Maintain strong relationships with lender partners to improve placement outcomes.
Identify and resolve issues that may impact approvals or funding timelines.
Ensure compliance with internal policies and external lending regulations.
Continuously improve through feedback.
Attend training and department meetings.
Follow all policies and procedures for the department and Company, including personnel policies and expectations as outlined in the Employee Handbook.
Other duties as assigned.

Benefits

Opportunities for career growth and advancement.
A supportive, mission-driven team passionate about making a difference.
Company perks like swag, catered lunches, teambuilding activities, and quarterly events.
State-of-the-art amenities, including designer living rooms, wellness spaces, cafes, and a fitness center.
A culture of recognition, appreciation, and celebration.

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