Drive the construction of reusable assets including an end-to-end commercial lending lifecycle blueprint and detailed workflow maps.
Map personas, systems, handoffs, data dependencies, and breakdown points across origination, fulfillment, closing, servicing, and portfolio management.
Deliver a golden deal library, validation rubric, and product readiness review to ensure AI performance and customer-facing credibility.
Supports Commercial Loan Officers in managing existing commercial credit relationships and new lending opportunities.
Underwrites, structures, and documents complex commercial loans, including annual reviews and risk assessments.
Monitors portfolio performance, identifies cross-sell opportunities, and ensures compliance with regulations.
Peak Credit Union is a financial institution focused on serving members and local communities. It is a mid-sized employer with a culture that emphasizes teamwork, customer service, and professional development.
Review and underwrite residential mortgage loan applications, including Conventional, Non-QM, and DSCR loan products.
Analyze borrower credit profiles, income, assets, employment history, and collateral to determine loan eligibility and risk exposure.
Ensure compliance with agency, investor, company, and regulatory guidelines while managing multiple loan files and deadlines.
Sutherland is a digital transformation company that focuses on delivering exceptional experiences for customers and employees. With over 37 years in business, the company is an early pioneer in robotic automation and employs AI-ML enhanced products and cloud-based platforms.
Action end-to-end loan applications for new mortgages, ensuring alignment with credit policy.
Take ownership of applications from submission to settlement, making quality credit risk-based decisions.
Collaborate with engineering and customer operations teams to improve automation and customer experience.
Skip is a mission-driven Australian home loan lender that helps Australians fast-track into home ownership with 2% deposit home loans. Backed by leading US venture funds and prominent Australian investors, the company is in a hyper-growth phase, scaling its loan book aggressively.
Lead end-to-end implementation for enterprise customers, particularly those transitioning from legacy POS platforms into Maxwell’s ecosystem.
Translate legacy mortgage workflows into optimized, scalable processes using Maxwell’s Blueprint Builder and automation tools.
Partner cross-functionally with Product and Engineering to resolve complex issues and influence roadmap priorities based on client feedback.
Maxwell builds enterprise software and products that empower people to make mortgage lending simpler and more accessible. They employ a world-class team of software experts and mortgage professionals committed to helping lending institutions nationwide deliver better borrower experiences and stronger business outcomes.
Own a pipeline of homeowner applications from intake through underwriting handoff.
Collect supplemental information and place orders with third-party vendors for required documentation.
Review documentation for completeness and accuracy, then compile the full application package for underwriting.
Hometap provides home equity investments that give homeowners debt-free cash in exchange for a share of their home's future value. The company has been recognized as a great place to work by the Boston Globe and Forbes, and fosters a collaborative and passionate culture.
Own the product roadmap for AI-powered transaction capabilities, defining and prioritizing features that bring intelligence to workflows.
Drive customer discovery by working directly with brokerages, agents, and transaction coordinators to identify high-value opportunities for AI.
Partner with AI engineering to take capabilities from prototype to validated product, writing specs, defining success metrics, and iterating based on real usage data.
Lone Wolf Technologies is the leading software platform for residential real estate, powering transaction management, back-office operations, accounting, and brokerage intelligence for 10,000+ brokerages across North America. They sit at the center of the real estate transaction and are bringing AI-powered capabilities to market across their product portfolio.
Manage the full lifecycle of a high-volume bridge loan portfolio from funding through payoff, ensuring exceptional borrower service and compliance.
Partner with title companies and borrowers to track closings, issue payoff statements, and monitor loans approaching due dates weekly.
Propose process improvements, lead special projects, and prepare portfolio reports on delinquency, payoff volume, and health metrics for management.
Knock redefines home buying and selling with the Knock Bridge Loan™, empowering homebuyers to 'buy before they sell' by unlocking home equity. Founded in 2015, the company has grown into a trusted partner for thousands of homebuyers and a network of 60,000+ loan officers, backed by top investors and earning 900+ five-star reviews.
Prepare and review closing documents including Closing Disclosures, Notes, and Mortgages.
Collaborate with title companies and attorneys to ensure accurate and compliant closing packages.
Verify loan terms match final underwriting approval and coordinate fund disbursement.
Better is rebuilding home finance as an AI-native platform, turning a weeks-long process into seconds. With over $110B in loans funded and $1.2B+ raised, they operate at scale while rethinking homeownership from the ground up.
Build analytics and procedures to monitor credit performance and protect Thrive’s bottom line.
Produce reporting and dashboards that communicate credit risk trends to stakeholders.
Monitor credit underwriting models and leverage AI/automation for more efficient insights.
Thrive Financial is a mission-driven fintech focused on enabling responsible, accessible financing. The company is in high growth mode and offers a fully remote, collaborative environment.
Own Vesta's internal interpretation of mortgage origination regulations and become the authoritative voice for regulatory and investor compliance.
Partner with the product team to advise on building software that enables lenders to originate loans compliantly.
Equip customer-facing teams with Vesta's point of view on regulatory and investor guideline compliance.
Vesta is rebuilding the mortgage loan origination system from the ground up using an AI-augmented platform to automate the lending process. They are a small team with $55M in funding from top-tier investors, valuing humility, empathy, and action.
Autonomously onboard multiple, multi-layer customers in parallel to some kind of service or platform.
Work to and consistently deliver on team targets.
Proactively learn new technical or AI-oriented concepts and then apply them to your work with customers.
Juro aims to be the go-to platform for agreeing and managing contracts globally. They are an early-stage company in the legal tech industry and offer a diverse and inclusive culture, as reflected in their perks, benefits, and choice-first work approach.
Preparing files for underwriter review for homeowners who have applied for a Home Equity Investment (HEI).
Proactively communicating with homeowners, teammates, and third-party vendors to discuss file-related items.
Managing and prioritizing a pipeline of homeowners in various stages of the approval and funding process.
Splitero helps homeowners access their home equity without monthly payments. They are committed to revolutionizing the real estate industry while helping families in need, fostering a culture of transparency, innovation, and inclusivity, where every voice is heard.
Draft, negotiate, and advise on a variety of contracts including services, licensing, marketing, and non-disclosure agreements.
Manage the contracts workflow from intake to signature and drive the use of company standard terms.
Maintain and improve the contracts management system and assist legal and compliance teams.
LendingTree is the nation's leading online lending marketplace, connecting consumers with multiple lenders to compare options for mortgages, personal loans, credit, savings, and insurance. We are a publicly traded company (NASDAQ: TREE) with a collaborative, entrepreneurial culture that values curiosity, creativity, and inclusion.
Diagnose bottlenecks by spending time with marketing teams, mapping workflows, and identifying friction points.
Design and build AI-powered workflows, content pipelines, and no-code automations that scale across multiple teams.
Own the operational backbone for AI adoption, including prompt libraries, SOPs, and workflow playbooks for a global team.
Serotonin is a go-to-market firm for transformative technologies, specializing in marketing, strategy, recruiting, and legal services. With a global team of 90 across 15 countries, it has supported over 300 clients since 2020, delivering end-to-end solutions across all major marketing channels.
Draft, review, and negotiate commercial agreements including NDAs and standard-form agreements.
Support sales teams through deal cycles with quick turnaround and clear legal communication.
Contribute to building scalable legal processes and self-serve resources for a fast-growing startup.
GC AI is the fastest-growing legal AI platform for in-house legal teams, used by over 1,700 companies. The company has 10x'd revenue in 12 months, raised a $60 million Series B, and is backed by investors like Scale Venture Partners and Northzone, fostering a high-performance culture.
Partner with Marketing, Sales, Finance leaders to identify repetitive workflows for AI automation and build AI agents using no-code/low-code platforms.
Run discovery sessions to map current workflows and document pain points, owning the full delivery lifecycle from prototype to handoff.
Maintain a prioritized automation backlog and build an internal AI Agents enablement program with workshops, templates, and coaching.
Loadsmart is a growth-stage technology company valued at over $1 billion, using innovative technology to reinvent the future of freight by helping shippers, brokers, warehouses and carriers move more with less. With headquarters in Chicago and a globally distributed remote team, we attract top talent committed to driving meaningful change, seeking professionals who embody curiosity, clarity, results, commitment, and teamwork.
Standardize commercial processes across deal management, sales lifecycle, renewals, and reporting.
Design and implement AI-powered tools to help commercial teams work more efficiently and extract insights.
Partner with sales, account management, marketing, and finance to define a scalable operating model.
Private Health Management guides patients through the complexity of serious medical care, acting as an independent advocate to orchestrate the best treatment and support. The company is remote across the U.S. with a team focused on delivering measurably better outcomes.
Design and ship AI agents that replace high-volume manual marketing workflows like lead routing and campaign execution.
Rebuild marketing ops infrastructure with predictive lead scoring, lifecycle management, and agent-forward workflows.
Own the systems you ship end-to-end: monitor, iterate, and build fallback logic to ensure reliability.
Monte Carlo provides reliability infrastructure for production AI systems, unifying data and agent observability. Founded in 2019 and backed by leading investors, it is a growing startup with a small, high-trust marketing team.
Architect and orchestrate the end-to-end proposal lifecycle for high-value enterprise accounts, acting as a strategic consultant to deal teams.
Serve as the global champion for AI-driven content crafting, using tools to generate and refine responses while maintaining Okta's brand voice.
Analyze post-RFP data and global submission trends to deliver actionable insights influencing product roadmap and go-to-market strategies.
Okta is the leading independent provider of identity for the enterprise, enabling organizations to securely connect the right people to the right technologies. With over 7,000 pre-built integrations and over 19,300 customers, Okta fosters a culture of innovation, collaboration, and connection.