Originate quality mortgage loans including conventional, construction, government, and home equity loans.
Monitor loan applications and work with members to obtain required documents.
Build relationships with branches, realtors, and builders to establish referral channels.
Peak Credit Union provides financial services to its members. They are an equal opportunity employer with a focus on community engagement and member satisfaction.
Support a team of SBA Lenders by managing customer experience and expectations, including problem resolution and service.
Coordinate transactions with customers, third-party consultants, and internal departments to ensure full-cycle integrity.
Collect and maintain required documentation for customer requests and credit packages via the Loan Operating System.
Capital Bank N.A. is a publicly traded commercial and consumer bank headquartered in Maryland, serving clients in Maryland, DC, and Northern Virginia with two nationwide lending brands. With over $3 billion in assets and a culture that fosters an entrepreneurial spirit, the bank has been named one of the "Best Banks to Work For" in the U.S. for six of the last seven years.
Drive SMB sales through shareholder banks to meet yearly targets including new merchant, cross-sell, and revenue targets.
Manage client relationships from pre-sales to post-sales integration and develop business relationships with assigned accounts.
Negotiate pricing and contract terms, create forecasts and reports, and ensure compliance with payment industry trends.
Moneris is Canada's leading fintech company providing commerce solutions to businesses of all sizes. With over 25 years of experience, Moneris fosters an inclusive culture and offers resources for employee development.
Act as primary contact for new commercial clients during account opening and guide them through documentation and digital onboarding.
Assist clients with setup and management of digital treasury services and deliver training on digital platforms.
Serve as the main contact for Tier 1 service and technical inquiries, ensuring timely resolution and driving digital channel engagement.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services including solar, residential, and SBA loans to power a sustainable future. As a Certified B Corporation with branches in Florida and a growing digital presence, the bank is a small but mission-driven team of goal-setters and changemakers committed to ethical banking.
Underwrite a variety of lending products efficiently, applying credit policies and minimum standards to manage risk.
Collaborate with Business Development Officers to provide consultative credit perspectives and review deal packages.
Manage the underwriting process from initial review through closing, including financial analysis, due diligence, and mentoring team members.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger.
Develop new merchant services relationships by partnering with branches, Commercial Banking Centers, and Treasury Management teams.
Provide consultative sales support, including pricing strategies, product explanations, and complex client onboarding.
Maintain expertise in merchant services regulations and support risk assessment for higher-risk relationships.
Banner Bank is a community bank with over 135 years of experience, offering personal and business banking services. With $16 billion in assets and 135 branches across the Pacific Northwest, we are recognized for our strong culture and community involvement.
Provide daily sales and partner support to ISO Partner Manager teams, including contract management, document review, pipeline updates, and partner communication.
Assist in ISO onboarding tasks, vet potential partners, and manage partner accounts and recertification.
Work cross-functionally with Legal, Sales, Compliance, and Operations to ensure a seamless partner experience and compliance.
We are a small business financing company that acts as a direct lender and marketplace, providing businesses with tailored financing solutions. Our fast-paced culture values self-direction, integrity, and doing the right thing even when it takes hard work.
Build and sustain strong relationships with 20-50 small to mid-sized clients, acting as their primary point of contact.
Translate client goals into success plans that drive satisfaction, retention, product adoption, and expansion.
Identify retention risks, coordinate cross-functional delivery, and support renewals, upsells, and business reviews.
Safeguard Global helps organizations recruit, hire, manage, and pay employees in nearly 190 countries. With 1,500+ customers, it offers a human-centered, flexible culture and opportunities to collaborate across the globe.
Originate residential mortgage loans by building relationships with members and prospective borrowers.
Guide borrowers through the mortgage process from application to closing, ensuring a smooth experience.
Build and maintain a pipeline through networking, outreach, and relationship development.
We are a global not-for-profit financial institution serving the UN community. We are committed to service excellence and fostering a purposeful culture for our employees.
Lead and execute across a diverse portfolio of client accounts as a senior-level manager, actively engaged in client work and agency leadership.
Provide strategic guidance for clients and teams on integrated PR and marketing programs, handling sensitive issues and evolving direction.
Drive business development by leveraging your network to enhance the Method brand and lead new business pitches.
Method Communications is a global PR and marketing partner for challenger brands, helping disruptors and market leaders create impactful narratives. Founded in 2010, the award-winning agency values relationships, resourcefulness, and results, and was named a Quartz Best Company for Remote Workers.
Drive the full sales cycle from lead through close, converting and expanding inbound demand with qualified leads.
Build and nurture relationships with banking executives, articulating Prelim's value proposition across technical and business stakeholders.
Collaborate with implementation and product teams to identify and scope deployments, achieving annual booking targets.
Prelim provides modern, accessible technology to democratize banking services for financial institutions. It is a remote-first company experiencing explosive growth, doubling revenue year-over-year with a small but mighty sales team that values diversity and inclusion.
Manage and grow strategic client relationships across a defined territory, serving as the primary point of contact throughout the full service lifecycle.
Lead monthly client meetings and weekly status calls, ensuring proactive communication and trust-based relationships with key stakeholders.
Identify and secure new business opportunities, expand portfolio, and drive revenue growth within your territory.
WWHS provides workforce solutions including recruitment, immigration, and onboarding services to clients. They emphasize client satisfaction, growth, and operational excellence.
Develop and implement strategic frameworks to solve clients' business, communications, and marketing challenges.
Act as a co-leader on key accounts, providing strategic counsel and ensuring successful delivery of client objectives.
Mentor junior strategists and foster a collaborative team culture to elevate strategic thinking and execution.
Highwire is a strategic marketing communications agency that partners with ambitious companies and established brands to navigate complexity and lead markets. With a people-first culture, Highwire fosters an inclusive environment and offers flexible work options, competitive benefits, and opportunities for growth.
Serve as a day-to-day client contact, supporting onboarding, implementations, and issue resolution.
Identify and qualify leads, prepare proposals, and manage pipeline records in CRM.
Collaborate with internal teams and leadership to drive client retention and business growth.
Altirus Road, a GEICO company, provides roadside assistance, claims administration, and appraisal solutions. It is backed by GEICO, one of the largest U.S. auto insurers, and offers a collaborative culture focused on innovation and growth.
Leads a line of business partnering with Financial Institutions to provide prepaid cards in branches.
Develops and executes growth strategies, partnerships, and relationship management to achieve goals.
Oversees a sales team, forecasts opportunities, and reports progress to senior management.
Pathward is a financial empowerment company that partners with innovators to increase financial availability and promote economic mobility. They have a team of problem solvers with a HUMBLE*HUNGRY*SMART culture and are committed to inclusion.
Manage and retain clients while driving revenue growth through upsell and renewal opportunities.
Act as client liaison with internal teams like ClientCare, Billing, Product, and Technical Support.
Provide product training and consultative discovery to identify needs and new opportunities.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries.
Drive regional mortgage sales growth and market expansion across the Mid-Atlantic by recruiting and leading high-performing Branch Managers and Loan Originators.
Develop strategic sales plans, coach teams, and ensure operational excellence in partnership with Sales, Operations, and Capital Markets leadership.
Build a high-performance sales culture centered on accountability, collaboration, and an exceptional customer experience while maintaining compliance.
Capital Bank N.A. offers commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside national lending brands Capital Bank Home Loans and OpenSky. With over $3 billion in assets and a publicly traded status (NASDAQ: CBNK), the bank has been named one of the "Best Banks to Work For" in the U.S. for 6 out of 7 years.
Own end-to-end lifecycle for top-tier partner accounts, from onboarding through renewal and expansion.
Build and execute multi-year strategic partner plans aligned with partner business objectives.
Drive expansion and upsell opportunities while proactively identifying partner health risks and expansion signals.
Strive Pharmacy is a personalized compounding pharmacy that prepares medications tailored to each patient's specific needs. The company is a growing, collaborative team focused on putting the human element at the center of care and supporting employees' personal and professional growth.
Be the face of the company, reaching out to potential customers and introducing them to Mercury.
Conduct research to identify and target potential customers while collaborating with the sales team to develop outreach strategies.
Cold call, social and email prospect to generate interest and schedule meetings.
Mercury is building a complete finance stack for startups. Since its launch in 2019, the company has grown to serve over 200,000 startups and small businesses worldwide and is a profitable, high-growth startup.
Drive growth by connecting clients with a nationwide construction platform for ground-up construction, design-build, renovations, and multi-location rollouts.
Own the full sales cycle from identifying target accounts and building relationships to shaping solutions and converting complex opportunities into long-term partnerships.
Manage business development for commercial construction services across multiple markets, ensuring consistent execution and improved cost predictability.
Dexterra Group is a leading provider of support services and infrastructure solutions across Canada and the United States. With over 80 years of experience, the company is committed to delivering exceptional service and creating meaningful opportunities for its people, clients, and communities.