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20 jobs similar to Mortgage Planner

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England

  • Build long term relationships with local developers, site teams and customers.
  • Market-leading payaways on mortgages and protection.
  • Exclusive access to OneDome’s award-winning HomeBuyer Service (mortgage + conveyancing from £999).

OneDome Growth Partners provides a growth platform designed to help brokers earn more per case, scale efficiently, and stay in control of their business. They are not a traditional broker network.

$53,000–$53,000/yr
US 12w maternity 6w paternity

  • Support the customer journey from application to funding, providing an overview of Knock's products and assisting through to closing.
  • Manage a pipeline of approximately 30 loan closings per month by gathering required documentation and ensuring compliant disclosures.
  • Deliver excellent customer service by being responsive to internal and external needs and working autonomously in a remote, tech-enabled environment.

Knock is redefining the home buying and selling experience with products like the Knock Bridge Loan, which helps homebuyers purchase a new home before selling their current one. Founded in 2015, it is a remote-first, people-first company honored multiple times as a Best Workplace, backed by top investors, and trusted by a network of over 60,000 loan officers and agents.

$70,000–$70,000/yr
US

  • Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space.
  • Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities.
  • Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance.

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. They are a high-growth fintech company backed by a number of investors.

US

  • 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.

$90,000–$110,000/yr
US Unlimited PTO

  • Equip partners to pitch and support Loop with confidence by building and maintaining partner-facing content.
  • Keep Loop top of mind through consistent, thoughtful touchpoints at scale: newsletters, product updates, and partner-facing communications.
  • Translate Loop's product roadmap and launches into partner-ready education so partners can bring that story to their merchants.

Loop is an ecommerce software company serving over 5,000 of the best brands on Shopify. They power critical parts of the shopping experience and pioneered the returns category, actively expanding their product suite to support new areas of innovation. The company values high empathy and high standards.

$122,000–$122,000/yr
Unlimited PTO

  • 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.

$95,000–$125,000/yr

  • 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.

US

  • Connect small business owners with funding solutions nationwide.
  • Introduce owners to revenue-based funding for operations, growth, and more.
  • Earn commissions by sharing a referral website and assisting clients.

ASSIST Business Solutions transforms challenges into actionable systems, driving growth and clarifying vision. With a focus on simplifying operations and strengthening teams, they equip businesses across diverse sectors with the tools for sustainable success.

US 3w PTO

  • Develop and follow an effective call strategy for assigned region to increase referral outcomes.
  • Build effective relationships with customers and community leaders in assigned region.
  • Present company information, service array, and outcomes data to existing and potential partners.

Upstream Rehabilitation is the country’s largest dedicated provider of outpatient physical and occupational therapy services with a mission to inspire and empower the lives they touch. They have 1,200+ locations nationwide, 26 brand partners, and 8,000+ employees and are committed to innovation and operational excellence.

$66,000–$105,000/yr
US

  • Drive new business by identifying, qualifying, and developing new partnership opportunities for Affirm.
  • Collaborate closely with Account Executives and the rest of the Sales & BD team to strategize creative outreach campaigns and determine priority of outreach based on potential impact.
  • Manage the first stages of the Sales & Business Development pipeline by performing initial cold outreach and nurturing leads through various inbound channels, including phone, email and social.

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. This is a fast-paced, high-impact team that works cross-functionally with Sales, Marketing, Legal, Merchant Risk.

Advisor

Realm
$50,000–$65,000/yr
US Unlimited PTO

  • You’ll own an active book of homeowner relationships, end to end — from first conversation to signed construction contract.
  • Lead discovery calls with homeowners exploring remodels, additions, ADUs, full renovations, new builds, and rebuilds.
  • Match homeowners with the right contractors based on project type, geography, budget, and fit.

Realm helps homeowners move from "we’re thinking about it" to a signed construction contract — with the right scope, the right contractor, and a budget they trust. They appear to be an early-stage, venture-backed company at a genuine inflection point, with a team of owners.

US Unlimited PTO

  • Develop and optimize paid media programs that build awareness and consideration for Life360.
  • Identify influential personalities that we should be associating with and working with.
  • Identify brands that we should be associating and partnering with.

Life360’s mission is to keep people close to the ones they love. They are a category-leading mobile app and tracking device company that empowers members to protect the people, pets, and things they care about most. Life360 has more than 500 (and growing!) remote-first employees.

$70,000–$90,000/yr
US

  • Work with our Go to Market team to grow our business in the charter sector.
  • Generate demand and build pipeline through direct outreach, field events, and marketing support.
  • Own deals and work them through close.

Avela is a Nobel Prize-winning, venture backed, seed-stage edtech/govtech startup focused on increasing access to high quality education with the first common application system for PK-12. They work with cities, school districts, and nonprofits with 25 employees and are founded by a Nobel Laureate, a Clark Medalist, and a Social Entrepreneur.

  • Identify and introduce qualified contacts from your hospitality network.
  • Provide warm introductions to key decision-makers at hotel chains and travel platforms.
  • Collaborate with Applaudo's sales team on target profiles and introduction strategy.

Applaudo is a technology services company with 700+ collaborators. They have been building digital products for clients across the Americas for over 13 years and are a Google Strategic Partner.

$250,000–$300,000/yr
US

  • Build and maintain executive and working-level relationships to drive partner opportunities.
  • Proactively identify, recruit, and sign partners that fit Glean’s ideal partner profile.
  • Design and execute data-driven joint GTM and business plans with each partner.

Glean is the Work AI platform that helps everyone work smarter with AI, evolving from enterprise search into a full-scale Work AI ecosystem. With over 1,000 employees across 25+ countries, the company fosters a vibrant culture through regular events and a commitment to diversity and inclusion.

$85,000–$90,000/yr
US Unlimited PTO

  • Support the Partner Solutions team in managing relationships with financial institution partners, contributing to their success.
  • Assist in developing marketing collateral and researching best practices to optimize partner use of the Pre-Approvals solution.
  • Collaborate with internal teams to support partner strategies and ensure timely resolution of partner needs.

SavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They have been recognized as a top place to work and are an Inc. 5000 Fastest Growing Company.

$12,000–$125,000/yr
US

  • Educate and Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage.
  • Protect Assets/Funds, Build and Leave a Legacy, Index Strategies, and Estate Planning.

They are seeking motivated individuals to join their team as remote agents. They offer a comprehensive training program to help you succeed.

$85,000–$110,000/yr
US

  • Identify prospective partners and build meaningful relationships.
  • Lead execution and strategy for Sales efforts.
  • Educate and consult with clients to develop transit plans.

Via builds technology that changes the way the world moves to create modern and efficient public transportation systems. Founded in 2012, Via's teams bring cutting-edge AI-powered software and innovative technology-enabled operations to its partners across the globe.

US

  • Build excitement and establish trust with clients over the phone.
  • Gather information from clients and systems to provide to lending agents.
  • Support and contribute to our energetic team of business development enthusiasts.

Above Lending is committed to providing impeccable service and helping clients achieve their financial goals. You will be employed by our parent company Beyond Finance, but actively supporting Above Lending through your work.

$100,000–$135,000/yr
Unlimited PTO 11w maternity 11w paternity

  • Become a Vesta product expert, understanding how to test all functionality within the platform, and diligently document test cases with a high attention to detail.
  • Work with our partner integrations team to help configure our integrations and map data across platforms.
  • Partner with our customer implementation team to create canonical documentation around all aspects of both loan fulfillment workflows and the nuances of our product.

Vesta is rebuilding the mortgage LOS from the ground up with an AI-augmented platform, aiming for a fully automated mortgage lending process. They've raised $55M from top tier investors and value humility, empathy, self-awareness, and an orientation towards action in their small but mighty team.