Source Job

• Identify new customers and lending opportunities with property investors and referral partners, driving sales and building relationships.
• Cultivate strong relationships with existing and new borrowers through in-person meetings, calls, and emails, serving as primary escalation point.
• Stay current on industry trends, attend conferences, and leverage CRM to manage client database and meet monthly loan volume goals.

Anchor Loans is a private direct lender to residential real estate investors, specializing in bridge loans, ground-up construction, and single-family rental solutions. As part of Pretium Partners ($60B AUM), we have surpassed $10 billion in total fundings and foster a culture of teamwork, innovation, and accountability.

• Drive the full sales cycle for mortgage prospects, acting as a product advisor and consultative seller.
• Manage complex buying committees and expand accounts by identifying new use cases.
• Collaborate with Product and Solutions Engineering to scope integrations and bring customer feedback.

Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data. The company is backed by Kleiner Perkins and is an approved verification vendor for Fannie Mae and Freddie Mac.

• Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
• Send documentation requests and review files before submitting for pre-approval.
• Manage the Mortgage Advisor's calendar and track lead activity in the CRM.

Better is an AI-native platform rebuilding home finance, having funded over $110B in loans and raised over $1.2B in equity capital. They operate at real scale with a focus on modernizing the mortgage industry.

• Work independently in a fast-paced remote environment with management and team guidance.
• Handle inbound and outbound phone calls and emails through our dialer system.
• Assess customer needs, explore all options, and introduce different types of loans.

Reprise Financial simplifies the financial journey by making personal loans accessible and transparent. They foster a workplace built on innovation, collaboration, and kindness.

• Partner with Inside Executives to develop and execute strategic account outreach plans that drive new business acquisition and pipeline growth.
• Research target accounts and key decision-makers to create personalized, multi-channel prospecting campaigns that generate meetings.
• Collaborate with Marketing and Demand Generation teams to leverage campaigns, nurture prospects, and maximize lead conversion opportunities.

TransUnion is a global information and insights company that makes trust possible by ensuring each person is reliably represented in the marketplace. With over 12,000 associates in more than 30 countries, we foster a culture of diversity, innovation, and professional growth.

• Master fintech products and the home improvement industry through comprehensive training.
• Travel extensively within your territory to meet contractors face-to-face and build trust.
• Lead outbound prospecting, cold-calling, and networking to sign new contractor partners.

Thrive Financial partners with home improvement contractors nationwide by delivering fast, flexible fintech financing solutions. They are a remote-first, high-growth company building a sales organization that values ownership, execution, and long-term relationships.

• Provide administrative and operational support to mortgage loan originators throughout the loan process.
• Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
• Maintain organized loan files and verify completeness before forwarding to the processing team.

Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.

• Resolves incoming customer inquiries and requests related to mortgage loans.
• Reaches out to borrowers to resolve payment issues and documents interactions.
• Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.

Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.

• Prospect and qualify leads via phone, email, and LinkedIn to schedule meetings for Account Executives.
• Collaborate with sales and marketing to generate pipeline and handle inbound leads.
• Maintain CRM discipline in Salesforce and stay updated on market trends.

Eltropy is a digital communications platform for community financial institutions, helping them engage securely with consumers via text, video, chat, and AI. It is a high-growth SaaS company with a mission-driven culture, values like 'No Fear' and 'Team of Owners', and offers clear career paths.

• Verifies, compiles, and inputs application information for mortgage loans.
• Recommends loan denials or restructures based on standards.
• Submits loan files for underwriting approval and communicates with borrowers.

PRMG is a mortgage company that processes residential loans. They cultivate a family-like work environment with a casual, professional, team-oriented culture and value work-life balance.

• Manage and maintain all aspects of client and agency relationships, ensuring satisfaction and timely issue resolution.
• Serve as main point of contact for client inquiries and provide monthly business reviews on trends and SLAs.
• Utilize internal and external resources to stay current on industry changes and recommend process improvements.

LoanCare is a leading full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration.

• Engage in strategic outbound prospecting through calls, emails, and social channels to connect with potential customers.
• Showcase Builder Prime's value proposition to construction professionals and schedule qualified demos with Account Executives.
• Own your pipeline, track activities, and collaborate with the sales team while developing product expertise.

Builder Prime provides an all-in-one business operating solution for home improvement contractors, integrating CRM, estimating, production, payments, and reporting. The company is backed by Blueprint Equity and fosters a collaborative, community-oriented culture with an AI-forward approach.

• Engage warm leads through high-volume outbound dials and consultative one-call or two-call closes.
• Own your pipeline of 20-200+ active leads, efficiently managing follow-ups to maximize conversions.
• Balance empathy and direction to guide clients through sensitive financial decisions while crushing sales metrics.

Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving with personalized financial solutions. We have over 2,500 employees across the US and foster a culture of impact, belonging, and well-being.

• Manage inbound leads for bridge and rental clients, educating and developing leads through phone, email, and events.
• Make 80 to 100 dials daily to identify and qualify leads, separating Market Qualified Leads from Qualified Leads.
• Support pre-sales by serving as the first touch point for prospects, setting the tone for the sales cycle.

Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, they have won multiple awards including Forbes Fintech 50 and Fast Company's Most Innovative Companies.

• Source new sales opportunities through brokers and producers to develop a robust pipeline.
• Proactively generate opportunities through daily outbound calls, emails, and virtual meetings.
• Build and maintain strong relationships with employee benefits and P&C producers to drive new business.

Protective is an insurance company that helps protect customers against life's uncertainties. They offer a supportive culture with comprehensive benefits and a focus on employee wellbeing.

• Build and nurture strong local networks to uncover lending opportunities through community connections and referral partners.
• Drive home lending growth by developing new business and deepening member relationships across your region.
• Deliver tailored lending solutions through consultative conversations focused on exceptional service and trusted advice.

Beyond Bank is one of Australia's largest 100% member-owned mutual banks, providing personal, business, and community banking to over 300,000 members across 50+ branches. As a Certified B Corp, they prioritize social and environmental impact, with a culture centered on member obsession, community empowerment, and sustainability.

• Make outbound cold calls and engage with prospects across multiple channels.
• Manage leads in CRM and execute cold email and LinkedIn outreach campaigns.
• Track prospect engagement and collaborate with the internal team.

Wing is a company that helps businesses build world-class teams and automate operations, offering remote assistant services. They emphasize a supportive, inclusive culture with opportunities for growth and a fun work environment.

• Conduct outbound prospecting via cold calls, emails, and social media to generate qualified leads.
• Research and identify potential customers using tools like ZoomInfo, LinkedIn, and CRM software.
• Set up meetings between qualified prospects and the sales team while maintaining accurate records in NetSuite.

EBSCO Information Services delivers a fully optimized research experience, seamlessly integrated with a powerful discovery platform to support the information needs of end-users. Headquartered in Ipswich, MA, the company employs more than 2,700 people worldwide, embracing hybrid and remote work models with a culture of innovation and forward-thinking.

• Build and execute a strategy to establish Premium Title Services as a leading provider in the refinance space, targeting enterprise lender accounts and loan officers.
• Prospect, cold call, and develop a robust sales pipeline in Salesforce while delivering consultative sales presentations.
• Collaborate with internal teams and marketing to ensure seamless service delivery and develop compelling sales materials.

Altisource is a provider of field services and default services with a best-in-class operations infrastructure. They are expanding their customer base across large, mid, and small servicers and lenders.

• Originate reverse mortgage loans by building rapport with borrowers and developing referral relationships.
• Guide borrowers through the application and loan origination process while structuring and pricing loans accurately.
• Self-source business through professional networks and community contacts to build a book of business.

They are a mortgage lending company specializing in reverse mortgages, helping homeowners aged 62 and older leverage home equity for retirement. They partner with Jobgether to offer remote roles and support from operational teams, with a focus on relationship-driven lending.