Support senior originators with pipeline management, client meetings, and deal preparation while learning loan structuring and underwriting.
Develop your own pipeline through prospecting, outreach, networking, and referral generation within the real estate investment community.
Build client relationships as a responsive point of contact throughout the loan lifecycle, from deal analysis to closing.
This role is listed on behalf of a partner company that manages all applications and next steps. The company offers a fast-growing, performance-driven environment with strong mentorship and structured pathways.
Lead consultative, product-led sales conversations with mortgage lenders, diagnosing verification workflows and designing tailored solutions.
Own the full sales cycle from prospecting and discovery through technical evaluation, negotiation, and close.
Manage complex buying committees and drive revenue within a defined book of mortgage accounts.
Truv empowers mortgage lenders and financial institutions with consumer-permissioned income, employment, and asset data to streamline verification processes. Backed by Kleiner Perkins, it is an approved vendor for Fannie Mae and Freddie Mac and operates with a focus on regulatory compliance and innovation.
Engage with inbound leads to provide compliant information and guide homeowners through the application process.
Serve as single point of contact from first call to close, coordinating with internal teams to keep applications moving.
Manage pipeline using Salesforce and proprietary tools while meeting monthly and quarterly sales goals.
Hometap offers a home equity investment product that lets homeowners access equity without debt. The company has been recognized by The Boston Globe and Forbes as a great place to work, with a collaborative, passionate culture and a focus on innovation in fintech.
Assess clients’ financial needs and educate them on loan products
Collaborate with verification teams to ensure seamless customer experience
Manage both inbound and outbound calls to meet monthly sales targets
Above Lending is a lending company that provides personal loan products to clients. The company is seeking highly motivated sales agents to join their dynamic team, with a focus on driving revenue growth and building strong client relationships.
Act as the single-domain authority for front-end mortgage business, translating loan officer workflows into product requirements for the JazzX Mortgage Application.
Work representative borrower scenarios end-to-end, documenting qualification, pricing, and lock decisions for product and engineering teams.
Partner with product managers to pressure-test specs and AI assistant behaviors against real-world sales practice.
SAI Group is a private investment firm that incubates and scales AI-powered enterprise software companies. Its portfolio comprises rapidly growing AI firms serving over 2,000 global customers with nearly $600 million in annual revenue and a workforce of over 4,000 individuals.
Close the deal by influencing prospects through the loan application and closing sales within 1–2 calls.
Own your pipeline by managing up to 20 active transactions at various stages.
Crush metrics by consistently exceeding daily and weekly targets to maximize commission.
Achieve is a leading digital personal finance company that provides innovative, personalized financial solutions to help everyday people move from struggling to thriving. With over 2,500 employees across the United States, we foster a culture of empathy, diversity, and inclusion, offering hybrid and remote work opportunities.