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• 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.

• Support Loan Officers throughout the loan lifecycle, from application through funding, by managing pipelines and coordinating with borrowers and Operations.
• Prepare, deliver, and track required disclosures, review loan files for completeness, and identify missing conditions.
• Help improve borrower experience through responsive, proactive communication and escalation of issues that could delay closing.

Truehold is one of the nation's leading real estate investment platforms with over 200 employees across 15+ markets, rapidly expanding its mortgage division. The company focuses on transforming investor and residential lending with an entrepreneurial team culture centered on speed, execution, and customer experience.

• Originate residential mortgage loans by interviewing applicants, conducting underwriting reviews, and submitting complete loan packages for approval.
• Develop and maintain relationships with real estate professionals, community organizations, and referral sources to generate new business and expand homeownership access.
• Educate customers on affordable housing programs, down payment assistance, and guide them through the mortgage process from application to closing.

First American Bank is a community bank with international expertise, serving Illinois, Wisconsin, and Florida. As the largest privately held bank in Illinois, we have over 60 locations and $8+ billion in assets, offering stability and career growth opportunities.

• Partner with Loan Originators and Realtors to support the full loan lifecycle from application to close.
• Manage a pipeline of various loan products including conventional, FHA, VA, USDA, and reverse mortgages.
• Ensure accuracy and compliance by reviewing documents, gathering conditions, and coordinating closings.

We offer a best-in-class mortgage experience focused on helping clients achieve homeownership. As part of the PLACE family, we maintain high standards and a driven team committed to exceptional service.

• Owns end-to-end origination of HELOC loans sourced from inbound merchant-channel leads.
• Provides operations support across the loan lifecycle, including application intake, document collection, and pipeline coordination.
• Manages high-volume pipeline with speed, accuracy, and disciplined follow-through.

GreenSky is a leading technology company powering commerce at the point of sale for merchants, consumers, and banks. Nearly 6 million consumers have financed over $60 billion using GreenSky’s technology, and the company operates in a high-performance fintech environment.

• Automate 70% of your workflow with proprietary auto-adjudication and compliance handling.
• Receive qualified leads and uncapped earnings with a competitive commission split.
• Access dedicated in-house support and industry-leading technology to maximize closing deals.

Perch is an award-winning mortgage brokerage that helps Canadians make data-driven decisions to save money on their mortgage and access home equity. Founded in 2018 and based in Toronto, the company works with homeowners across Canada with a dedicated team of professionals.

• Originate and structure real estate investment loans including fix-and-flip, new construction, bridge, and DSCR rental financing.
• Build and maintain relationships with real estate investors, brokers, and referral partners to generate repeat business.
• Own the full loan lifecycle from prospecting through underwriting and closing, achieving high production targets.

Jobgether is a platform that uses AI-powered matching to connect candidates with job opportunities. It partners with companies to manage applications and next steps, focusing on high-performance roles.

• Support Loan Originators by managing loan files and coordinating documentation throughout the loan lifecycle.
• Act as a primary point of contact between borrowers, realtors, and internal teams to ensure smooth transactions.
• Monitor loan progress and proactively follow up to support timely closings and client satisfaction.

A mortgage lending company that partners with homebuyers to provide financing solutions. The company fosters a supportive culture focused on ownership, growth, and professional development.

• Deliver an exceptional borrower and retailer experience through timely, transparent communication and document management.
• Analyze complex credit files, ensure compliance with portfolio guidelines, and prepare loan files for underwriting.
• Collaborate with underwriters, loan officers, and closing departments to streamline the loan process from intake to funding.

Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage loan solutions tailored to the manufactured housing marketplace. The company fosters a team-oriented culture with a focus on work/life balance, integrity, and excellence.

• Gather required documentation and submit loan files for processing/underwriting.
• Manage pipeline of 50-60 loan closings per month.
• Provide excellent customer service and assist team members with borrower requests.

Knock redefines home buying and selling with its Bridge Loan product, allowing homebuyers to 'buy before they sell'. Founded in 2015, the company has grown to a trusted partner with a network of 60,000+ loan officers and agents, and has been honored as one of Inc.'s Best Workplaces six times.

• 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.

• Prepare real estate loans for closing and ensure conformance with underwriting guidelines.
• Perform post-audit reviews and coordinate trailing documents to investors.
• Provide exceptional customer service to internal and external stakeholders.

This company is a mortgage lender specializing in residential real estate loans. It is a large organization with a focus on compliance and quality control.

• 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.

• Handle loan processing, client communication, and essential administrative duties.
• Ensure a seamless loan application journey from initial enquiry through to settlement.
• Manage and prioritise the broker's Outlook inbox and maintain accurate CRM records.

VA4U provides virtual assistant services to businesses. They have a supportive team with established systems, SOPs, and extensive training resources.

• Evaluate loan documentation for completeness and compliance with company and investor guidelines.
• Analyze borrower credit, income, assets, and other documentation to determine loan eligibility.
• Communicate underwriting decisions clearly and collaborate with processing and closing teams.

Cascade Financial Services is a mortgage lender specializing in attainable housing through manufactured home loans. Since 1999, the company has grown into a trusted industry leader with a culture focused on teamwork, integrity, excellence, and service, promoting work-life balance and a positive environment.

• Assist in processing applications for submission to underwriting, ensuring data integrity in the loan origination system.
• Work with loan officers, borrowers, underwriters, and title companies to gather conditions and clear loan conditions for final approval.
• Upload file documentation into the LOS and perform other mortgage-related tasks as assigned.

We are a leading provider of home equity solutions for seniors, helping them unlock the value of their homes. We have been named a Great Place to Work for three years in a row, with a culture that values enjoyment and collaboration.

• 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.

• Lead the full lifecycle of state lending and MLO licensing, including new license acquisition and examination readiness.
• Build and maintain operational playbooks, compliance processes, and relationships with state regulators.
• Oversee MLO licensing, onboarding, and examination preparation to ensure scalable compliance.

Splitero is a real estate technology company that helps homeowners access home equity without monthly payments. They foster a culture of transparency, innovation, and inclusivity.