Source Job

• Act as a player-coach by maintaining personal sales production while managing a team of Home Advisors.
• Coach and support Home Advisors through sales calls, borrower interactions, and mortgage scenarios.
• Organize daily standup meetings, communicate sales strategy, and manage team performance to achieve KPIs and OKRs.

Own Up is a Boston-based fintech startup on a mission to ensure everyone gets a fair deal on their mortgage by providing customized data, personalized advice, and access to lenders. The company is privately held, well-funded, and dedicated to diversity, career development, and a supportive culture that values effort, learning, and bold experiments.

• Educate homeowners about Home Equity Investment terms and address their questions.
• Manage a pipeline of homeowners through the transaction process, ensuring efficiency.
• Utilize a comprehensive tech stack to track homeowner statuses and interactions.

Splitero helps homeowners access their home equity without monthly payments. They foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued.

• 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.

• Identify and cultivate relationships with borrowers to drive consistent deal flow.
• Lead the full placement process: structuring capital stacks and negotiating term sheets.
• Translate real-time capital markets conditions into actionable guidance for clients.

WelcomeLend is a rapidly growing middle market capital markets advisory firm. We combine experienced capital markets experts with technology to deliver efficient deal execution; they have closed over $3B in transactions and are growing quickly.

• Build the department ground up, while performing line level roles as volume and need dictate.
• Hire and manage direct reports to maximize productivity, ensure accurate lending decisions, appropriate controls, effectiveness and efficiency.
• Partner with credit policy to refine lending policies, and update procedures as needed to improve efficiency or provide additional risk controls for the department.

Longbridge helps seniors unlock the power of their home equity. They have earned a reputation for making it easy and stress-free to access home equity and have been named a Great Place to Work® three years in a row.

• Own pipeline from initial review through final approval, maintaining a consistent daily review cadence and meeting quality standards.
• Identify the right conditions for each file, communicating the reasoning clearly to processors and homeowners.
• Ensure property title is free of restrictions and identify specific conditions needed to cure any title issues.

Splitero helps homeowners access their home equity without monthly payments, offering a modern alternative to traditional financing. They foster a culture of transparency, innovation, and inclusivity, valuing every team member's voice and promoting growth as a team and as individuals.

• Establish and execute a strong operational cadence to support business growth and cross-functional alignment.
• Lead AI transformation for RevOps and drive adoption of AI-powered workflows and automations.
• Oversee incentive compensation design, tool selection, and operational infrastructure to scale GTM operations.

Marqeta is a pioneer in embedded finance, providing a card issuing platform that enables companies to issue cards and manage payments in real time. They power major brands like Block, Cash App, and Uber, with nearly 8 out of 10 Americans using a product powered by Marqeta weekly.

• Lead, coach, and develop a team of Regional Account Executives to achieve net new revenue targets.
• Drive a high-performance sales culture through coaching and pipeline reviews.
• Optimize sales processes and CRM usage to improve operational efficiency.

StarRez provides student housing software, offering innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. They have 1,400+ clients across 25+ countries and blend the capabilities of a global organization with personalized care.

• Drive accountability and operational excellence across the Strategic Growth Department.
• Own and administer the Growth Department CRM for reporting, analytics, and data integrity.
• Create performance reports, dashboards, and meeting materials to support executive leadership.

SERHANT. is a real estate brand that innovates through media and content creation, powered by a full-service in-house film studio. They are the most followed real estate brand in the world, delivering proven results for buyers, sellers, and developers.

• Assist the day-to-day supervision of Processors and Junior Processors.
• Provide service and quality processing of loan files.
• Ensure compliance with LBF’s policies and secondary market requirements.

Longbridge is passionate about helping seniors unlock their home equity. As a leading provider of home equity solutions, they're committed to helping older homeowners make the most of what they’ve worked hard to build. Longbridge has earned a reputation for making it easy to access home equity.

• Own and manage the full draw cycle for all active development projects across multiple lenders.
• Serve as the primary point of contact for all lenders—managing all day-to-day communication and back-and-forth required to advance and receive draws.
• Act as the operational bridge between construction and capital teams.

Sanctuary is a US-based real estate company that builds nature-led, wellness-centered communities. We are a global team of designers, architects, engineers, and dreamers building spaces that restore and inspire.

• Originates residential mortgage loans and manages a sales team.
• Markets loan products to real estate agents and prospective homebuyers.
• Maintains customer service and manages applicant expectations.

Capital Bank N.A. offers commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands. They have over $3 billion in assets and have been named one of the "Best Banks to Work For" in the U.S. by American Banker.

• Lead and manage a team of Credentialing Specialists and Operational Analysts to ensure timely and accurate credentialing file processing.
• Oversee credentialing workflows to ensure compliance with NCQA guidelines, state regulatory requirements, and client-specific policies.
• Partner with internal stakeholders to resolve escalations, streamline workflows, and improve operational outcomes.

CertifyOS is building the data infrastructure that powers modern healthcare. They value authenticity, accountability, collaboration, results, and openness to feedback, fostering a high-ownership team focused on solving real infrastructure problems.

• Lead and manage operations across multiple regions, geographies, and client programs.
• Serve as the senior operational point of contact for key client relationships.
• Lead, mentor, and develop a multi-layered team of Directors, Senior Managers, Managers, and frontline supervisors.

InteLogix is a leading provider of integrated solutions, utilizing cutting-edge technology to provide exceptional customer experiences. They are committed to excellence and innovation, enabling them to redefine industry standards and create brighter futures for their clients and their customers.

• Lead FHA foreclosure execution with focus on First Legal milestone adherence and Reasonable Diligence compliance.
• Oversee operational teams, attorney performance, and reporting frameworks to ensure timely initiation and compliance.
• Drive process improvement and cross-functional partnership to reduce curtailment risk and achieve scalable execution.

LoanCare provides full-service mortgage loan subservicing to banks, credit unions, and investors. Backed by Fidelity National Financial, it subservices over 1.8 million loans and fosters a culture of integrity and collaboration.

• Establish and execute a strong operational cadence.
• Lead the AI transformation for the RevOps function.
• Refine and standardize processes, policies, and workflows to scale.

Marqeta is on a mission to revolutionize the way money moves. As pioneers in the field of embedded finance, its card issuing platform offers unparalleled flexibility and control. They power some of the most renowned brands in the new economy such as Block, Affirm, and Uber.