Lending Solutions Specialist

Home Office
15405 SE 37th Street
Suite 200
Bellevue, WA 98006, USA

We're searching for some really great people who enjoy customers as much as we do.

Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.

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Learn more about us on our website here .

Discover what’s possible with Evergreen.

We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

The Lending Support Specialist supports the daily operation of Evergreen’s Lending Solutions function, which is designed to build field capability by guiding associates through research, technology tools, guideline interpretation, and lending decision points.

This position responds to lending solution requests from the field, assists associates with researching and interpreting guideline information, and provides practical guidance on loan scenarios, technology resources, and internal lending processes. The role supports a coaching-based service model by helping associates learn how to research, validate, and apply lending information independently, while contributing to timely resolution of lending questions and a consistent field support experience.

• 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 All Regs, 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.

• Perform all actions in accordance with the Mission, Vision, and…