Please note: This position is not eligible for immigration sponsorship. 

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

Junior Technology Project Manager

The Junior Technology Project Manager (Analyst) will support the delivery of technology initiatives within Accordion’s Global Technology organization. This individual will operate under the guidance of the Senior Project Manager and will take ownership of small to medium-sized projects—ranging from internal process improvements to the deployment of small-scale enterprise applications. The role requires strong organizational skills, attention to detail, and the ability to coordinate effectively across teams in a fast-paced, professional services environment.

This is an excellent opportunity for an emerging project management professional to gain hands-on experience leading technology initiatives and to build a career in technology project and program management.

This role will ideally be based in our NYC, Boston, Charlotte, Chicago, or Dallas offices and is a hybrid role with the flexibility to work remotely 2 days per week.

This position is not eligible for immigration sponsorship.

What You’ll Do:

• Lead small-scale Global Technology projects from initiation through closeout, ensuring timelines, deliverables, and quality standards are met
• Support the Senior Project Manager on larger, cross-functional projects and assist with project documentation, reporting, and coordination
• Develop and maintain project plans, risk registers, and issue logs; ensure dependencies are tracked and communicated
• Coordinate project meetings, track action items, and ensure follow-up with stakeholders
• Prepare status updates and progress reports for internal leadership
• Collaborate with business and technical teams to document project requirements and validate outcomes
• Ensure adherence to established project management processes and frameworks within Global Technology
• Identify opportunities for process improvement and assist in implementing new tools or methods for efficient project delivery

You Have:

• Bachelor’s degree in Information Systems, Business Administration, or a related field
• 1–3 years of project coordination or project management experience in a technology environment; experience in a business analyst role also preferred
• Strong organizational, communication, and problem-solving skills
• Working knowledge of project management methodologies (Waterfall, Agile, or Hybrid)
• Proficiency in Microsoft Office (Excel) and project management tools such as ClickUp, Asana, or Microsoft Project
• Proficiency in ticket management systems (Jira or Azure DevOps)
• High-level understanding of coding platforms and system integrations
• Experience in test case creation and QA/UAT testing and experience in process mapping
• Ability to manage multiple tasks and priorities simultaneously with attention to detail; comfortable in a dynamic, high-performance environment
• Experience interacting with cross-functional teams including IT, business stakeholders, and vendors; must have strong interpersonal skills with a collaborative, team-oriented approach
• Eagerness and self-motivation to learn PM best practices and gain an understanding in technology systems, integration, and flow, with a strong interest in AI tools and technology development
• PMP or CAPM certification (or progress toward certification) is a plus

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $65,000 to $85,000 + benefits + bonus (overtime eligible). Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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The role:

The Appraisal Orders Analyst supports internal loan teams by managing the end-to-end appraisal order process to ensure timely, accurate, and compliant execution. This role exists to keep appraisal workflows moving efficiently by monitoring active orders, coordinating with Appraisal Management Companies (AMCs), and proactively addressing risks that could delay loan closings.

Reporting to the Appraisal Orders Manager, the analyst serves as a key operational partner to loan teams by maintaining visibility into appraisal status, enforcing policy, and escalating issues before they impact service levels or borrower experience.

What you’ll do: 

• Enforce Appraisal Orders policy, currently governed under the Lock Desk Policy and Procedures.
• Manage appraisal orders using Reggora, the Appraisal Orders shared inbox, and applicable Encompass pipelines to support efficient file movement.
• Monitor active appraisal pipelines to identify orders at risk and proactively escalate delays or issues to the appropriate internal teams or vendors.
•  
• Serve as a first point of contact between Appraisal Management Companies (AMCs) and internal loan teams to resolve questions, issues, or discrepancies.
• Assist internal partners with FHA and VA case number transfers, appraisal transfers, credit card refund and charge requests, and appraisal-related escalations.
• Monitor the shared Appraisal Orders email inbox to ensure requests are addressed within established SLAs and team performance standards are met.
• Ensure appraisal fees are accurate and orders are placed and delivered in a timely manner with approved AMCs.
• Review and respond to Reggora messages to support timely appraisal delivery and issue resolution.
• Maintain a high level of accuracy, organization, and confidentiality while managing an assigned appraisal pipeline.

This is a hybrid role requiring two days per week in the Charlotte, NC  or Frisco, TX office. The position is Monday through Friday, 40 hours per week, with overtime available based on business volume.

What you’ll need:

• Proficiency in Microsoft Excel and comfort working across multiple systems and pipelines.
• Ability to work quickly, accurately, and independently in a fast-paced, deadline-driven environment.
• Experience managing sensitive information and working under a high level of confidentiality.
• Ability to manage an assigned pipeline that includes FHA and VA loan products.
• Strong attention to detail with effective time management and organizational skills.
• Excellent verbal, written, and interpersonal communication skills, with the ability to collaborate across teams.

• Lead the end-to-end lifecycle of SoFi’s home lending credit policies, ensuring they align with enterprise risk appetite, investor standards, and business objectives.
• Define and manage the credit policy governance framework, including approval processes, documentation standards, and version control practices.
• Partner with senior leadership to identify emerging credit risk trends and recommend proactive policy adjustments.
• Oversee the roadmap for credit automation and decisioning logic to enable efficient, consistent underwriting outcomes.

• Serve as the primary liaison between Credit Risk, Capital Markets, Product, and Operations to align on policy design, implementation, and investor acceptance.
• Represent Credit Policy in governance committees, product development discussions, and cross-functional steering groups.
• Provide executive-level insights on credit trends, investor changes, and policy performance metrics.

• Direct the translation of credit policy into executable business rules within systems such as Encompass LOS and credit decisioning engines.
• Oversee UAT, policy-driven releases, and control validation to ensure digital accuracy and audit compliance.
• Ensure policy language and logic are harmonized across internal guides, overlays, and automated systems.

• Establish and maintain strong governance around policy management, including audit trails, documentation, and version tracking.
• Oversee investor guideline vetting, agency updates, and compliance acceptability reviews.
• Partner with Internal Audit and Enterprise Risk to ensure controls are effective and deficiencies are remediated promptly.
• Lead responses to external reviews, investor inquiries, and audit examinations related to credit policy.

• Provide mentorship and direction to policy analysts and cross-functional partners supporting policy execution.
• Foster a culture of curiosity, accountability, and precision within the credit policy function.
• Build scalable processes and tools to improve policy delivery speed and accuracy.

• Bachelor’s degree or equivalent experience
• 8+ years of residential mortgage experience, including deep expertise in underwriting, credit policy, or credit risk management
• Proven experience leading or influencing credit policy frameworks across multiple mortgage product lines (Conventional, FHA, VA, USDA, Home Equity, Non-Agency, Non-QM)
• Demonstrated success in translating complex investor requirements into automated decision logic and operational guidelines
• Strong understanding of credit risk management principles, income and asset analysis, and regulatory compliance
• Experience working with Encompass LOS and credit decisioning systems
• Excellent communication and presentation skills with the ability to engage senior stakeholders and external investors
• Exceptional organizational, documentation, and leadership abilities

• Experience leading policy modernization or digital transformation initiatives in mortgage credit
• Familiarity with model governance, risk control frameworks, and policy automation technologies
• Strong analytical and data fluency using Excel, Tableau, or similar tools
• Demonstrated ability to influence executive decision-making through data-driven recommendations

Position Summary

The Mortgage Quality ControlAnalyst is responsible for performing in-depth reviews of mortgage loan files to ensure compliance with federal and state regulations, agency/investor guidelines, and internal company policies. This role identifies defects, documents findings, and provides insights to help improve loan quality and reduce organizational risk. The Analyst collaborates with Underwriting, Operations, and Compliance teams to resolve issues and support continuous quality improvement.

Key Responsibilities

Loan File Auditing

• Conduct detailed pre-funding, post-closing, or targeted audits of mortgage loan files.

• Validate accuracy of loan data, documentation, disclosures, and calculations 

• Ensure compliance with federal and state regulations (TRID, RESPA, TILA, ATR/QM, HMDA) and agency/investor requirements (Fannie Mae, Freddie Mac, FHA, VA, USDA).

• Document findings clearly and consistently, including supporting evidence and guideline references.

Quality & Compliance Review

• Identify defects, inconsistencies, and risk factors that may impact loan salability or regulatory compliance.

• Escalate complex or high-risk issues to the QA Team Lead or Manager.

• Participate in calibration sessions to ensure consistent application of guidelines.

• Support quality control checks or second-level reviews as needed.

Reporting & Documentation

• Record audit results accurately in QA systems and tracking tools.

• Assist in analyzing trends, recurring issues, and systemic risks.

• Provide clear, concise feedback to Operations and Underwriting to support corrective actions.

• Contribute to monthly/quarterly reporting as requested.
   

Collaboration & Support

• Work closely with Underwriters, Processors, Loan Officers, and Compliance partners to clarify guidelines and resolve issues.

• Provide feedback that supports training initiatives or process improvements.

• Maintain up-to-date knowledge of regulatory changes and investor updates.
   

Qualifications

• High school diploma required; Bachelor’s degree in Business, Finance, or related field preferred.

• 2–5+ years of mortgage industry experience in processing, underwriting, or quality assurance.

• Strong knowledge of mortgage regulations and agency/investor guidelines (Conventional, FHA, VA, USDA).

• Excellent attention to detail, with strong analytical and critical-thinking skills.

• Strong written and verbal communication skills.

• Proficiency in mortgage LOS systems, QC/QA platforms, and Microsoft Office Suite.

• Ability to work independently, manage priorities, and meet deadlines.
   

Key Competencies

• Regulatory & Investor Guideline Knowledge

• Risk Identification

• Documentation & Analytical Skills

• Attention to Detail

• Communication & Collaboration

• Problem-Solving

• Time Management
   

Position Summary

The Mortgage Quality Control Analyst is responsible for performing in-depth reviews of mortgage loan files to ensure compliance with federal and state regulations, agency/investor guidelines, and internal company policies. This role identifies defects, documents findings, and provides insights to help improve loan quality and reduce organizational risk. The QA Analyst collaborates with Underwriting, Operations, and Compliance teams to resolve issues and support continuous quality improvement.

Key Responsibilities

Loan File Auditing

• Conduct detailed pre-funding, post-closing, or targeted audits of mortgage loan files. 

• Validate accuracy of loan data, documentation, disclosures, and calculations.

• Ensure compliance with federal and state regulations (TRID, RESPA, TILA, ATR/QM, HMDA) and agency/investor requirements (Fannie Mae, Freddie Mac, FHA, VA, USDA).

• Document findings clearly and consistently, including supporting evidence and guideline references.

Quality & Compliance Review

• Identify defects, inconsistencies, and risk factors that may impact loan salability or regulatory compliance.

• Escalate complex or high-risk issues to the QA Team Lead or Manager.

• Participate in calibration sessions to ensure consistent application of guidelines.

• Support quality control checks or second-level reviews as needed.

Reporting & Documentation

• Record audit results accurately in QA systems and tracking tools.

• Assist in analyzing trends, recurring issues, and systemic risks.

• Provide clear, concise feedback to Operations and Underwriting to support corrective actions.

• Contribute to monthly/quarterly reporting as requested.
   

Collaboration & Support

• Work closely with Underwriters, Processors, Loan Officers, and Compliance partners to clarify guidelines and resolve issues.

• Provide feedback that supports training initiatives or process improvements.

• Maintain up-to-date knowledge of regulatory changes and investor updates.
   

Qualifications

• High school diploma required; Bachelor’s degree in Business, Finance, or related field preferred.

• 2–5+ years of mortgage industry experience in processing, underwriting, or quality assurance.

• Strong knowledge of mortgage regulations and agency/investor guidelines (Conventional, FHA, VA, USDA).

• Excellent attention to detail, with strong analytical and critical-thinking skills.

• Strong written and verbal communication skills.

• Proficiency in mortgage LOS systems, QC/QA platforms, and Microsoft Office Suite.

• Ability to work independently, manage priorities, and meet deadlines.
   

Key Competencies

• Regulatory & Investor Guideline Knowledge

• Risk Identification

• Documentation & Analytical Skills

• Attention to Detail

• Communication & Collaboration

• Problem-Solving

• Time Management