Call mortgage brokers from a provided list and introduce the paid lead trial.
Close brokers on a fixed-price trial offer, handling objections and adapting the script.
Log calls and outcomes in the CRM and dialer.
Rate My Mortgage delivers qualified, ready-to-talk mortgage leads to brokers across Canada. We're a growing company expanding our broker network with a performance-driven, remote-friendly culture.
Lead, coach, and develop a high-producing team of Loan Officers to manage high volume and hit sales goals.
Own complex scenarios and escalations by applying deep mortgage guideline knowledge and coaching team members.
Use performance data to drive accountability, improve pipeline execution, and partner cross-functionally.
Homeward creates financial products that take the 'what ifs' out of homebuying, offering cash offers, mortgage, and title services in 13 states. It's a remote-first startup with a diverse global team grounded in the Golden Rule, One Team One Dream, and Calm Focus.
Underwrite HECM reverse mortgage loans in compliance with HUD, FHA, investor, and company guidelines.
Perform financial assessments including income, assets, liabilities, and residual income calculations.
Collaborate with fulfillment, processing, closing, and quality control teams to ensure efficient loan closings.
Altisource is a leading provider of integrated services and technology for the mortgage and real estate industries, supporting the full mortgage lifecycle. The company fosters a collaborative, performance-driven culture with a focus on innovation and regulatory integrity.
Support the customer journey from application to funding, gathering documentation and issuing compliant disclosures for on-time closings.
Manage a pipeline of 30 loan closings per month, meeting or exceeding individual quotas and company metrics.
Provide best-in-class customer service, respond to stakeholders, and assist team members with borrower requests and ad-hoc projects.
Knock is a fintech company redefining home buying and selling with its Bridge Loan product, letting homeowners buy before they sell. Founded in 2015, it's a remote-first company with a people-first culture, backed by top investors and named an Inc. Best Workplace six times.
Build trust with state healthcare regulatory boards and agencies to drive growth of the CE Broker solution.
Serve as the primary point of contact for assigned state partners, guiding operational efficiency and compliance.
Navigate multi-year government decision cycles with a consultative, relationship-first approach.
Propelus simplifies workforce compliance management across healthcare, providing technology and strategic partnerships that empower professionals, employers, and regulators. A trusted leader for over 20 years, the company serves millions with seamless compliance solutions and has been named a BuiltIn 2025 Best Places to Work.
Track pipeline, address objections, and report field insights to internal teams.
Branch is an insurance technology company that uses data, tech, and automation to make insurance simpler, more affordable, and more accessible. The company is remote-first and people-focused, with a culture built on transparency, pay equity, and flexibility.
Manage the full-cycle direct-to-consumer sales process, guiding homeowners from initial contact to signed contract for ADUs.
Provide expert consultation on project feasibility and cost using tools like Bluebeam, partnering cross-functionally with Product and Construction teams.
Diligently update Salesforce, report KPIs, and act as a trusted advisor to homeowners.
Villa is building a next-generation homebuilding platform, making it easier, faster, and more cost-efficient to build homes. As the largest ADU builder in California, the company is growing rapidly and offers a dynamic, collaborative culture.
Manage the bridge loan cycle from setup and disclosures to closing and funding.
Ensure TRID compliance, review title and insurance, and prepare closing documents.
Communicate with partners, agents, and borrowers to deliver exceptional service.
Knock is redefining home buying and selling with its Bridge Loan™ that lets homeowners buy before they sell. Founded in 2015, Knock is a trusted partner for thousands of homebuyers and an Inc. Best Workplace six times.
Sell Lively's benefits solutions to enterprise employers with 3,000+ eligible lives through brokers, consultants, and direct named accounts.
Manage full-cycle sales from outbound prospecting and demos through contract negotiation and close.
Exceed quotas and activity metrics while building territory and channel relationships in the PST/MST region.
Lively is a benefits platform offering a top-rated modern HSA along with FSA, HRA, and other benefit solutions for employers and consumers. The company is remote-first, headquartered in San Francisco, and fosters a down-to-earth culture with employees across the US.
Oversee daily loan-level accounting for residential mortgage lending, including funding, warehouse financing, and secondary marketing.
Manage general ledger and month-end close processes, ensuring compliance with US GAAP and mortgage regulations.
Lead and mentor staff accountants while maintaining internal controls and coordinating audit requests.
New American Funding is a full-service mortgage lending company specializing in residential mortgage lending and related financial services. The company emphasizes a collaborative, compliance-focused culture and offers full-time benefits including 401k, health, dental, vision, and paid vacation.
Structured days with warm-lead conversations and coaching while you ramp.
No office required: work from home with clean video presence.
On-time follow-up and fast learning on tools are key to success.
Global Elite Empire Consultants is a financial services company that helps families protect their income and future through warm-lead conversations. The company offers a remote culture with structured training and a leadership track for high performers, though its size is not specified.
Take requested conversations from warm leads, not cold lists
Explain financial-protection benefit options and help clients enroll when it's a fit
Maintain a clean follow-up rhythm and meet activity goals
We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.
Prepare and send accurate Initial Closing Disclosures to borrowers and review loan documents for compliance.
Manage a pipeline of 50-60 loans per month, troubleshooting closing issues and ensuring smooth fund transfers.
Collaborate with Loan Officers and settlement teams to deliver a flawless customer experience in a fast-paced remote environment.
Knock is redefining the home buying and selling experience with its Bridge Loan product, helping homeowners unlock equity to buy before they sell. Founded in 2015, Knock is a remote-first company with a network of 60,000+ loan officers and agents, recognized as one of Inc.'s Best Workplaces six times.
Complete thorough analysis of loan files to ensure compliance with company, investor, and FHA/VA guidelines.
Underwrite the entire credit package and collateral for residential mortgage loans.
Maintain productivity standards, including 48-hour turnaround and three decisions per day.
PRMG is a mortgage company that encourages remote underwriting and offers aggressive bonus structures. The company fosters work-life balance and teamwork through a pod-based underwriting environment.
Earn a realistic first year OTE of £60,000 - £90,000 with high-quality warm leads.
Enjoy complete flexibility with fully remote working from anywhere in the UK.
Benefit from competitive commission splits, no network fees, and admin support.
PRIMIS Mortgage Network is a mortgage and protection network, a subsidiary of LSL Property Services, supporting mortgage brokers nationwide. It is the largest network in the UK with around 3,000 advisers across 1,000 branded businesses, offering a supportive and flexible culture.
Manage a pipeline of families engaged with A Place for Mom, guiding them through the final stages of their move-in decision.
Execute high-volume phone, text, and email outreach to re-engage families and advance them toward tour and decision.
Meet monthly sales targets by building trust, coordinating with communities, and maintaining accurate CRM documentation.
A Place for Mom is a leading platform that helps families navigate the senior care search, connecting them to vetted senior living communities and home care providers. A mission-driven, remote-friendly company, it has supported millions of families since 2000.
Manage and grow a corporate banking client portfolio focused on deposit acquisition, retention, and expansion.
Develop new client relationships through business development, networking, and community activities.
Monitor deposit activity and client relationships to identify risks and opportunities for growth.
This organization is a U.S. bank providing corporate banking services and deposit products to businesses and nonprofits. It operates with a remote-working culture focused on relationship management and community engagement.
Own and build trust-based relationships with employee benefits brokers and consultants across assigned markets.
Generate and activate qualified pipeline by developing engagement strategies and supporting the sales process.
Drive partner enablement and go-to-market execution, translating BetterHelp's value proposition into compelling stories.
BetterHelp is a mental health company on a mission to make therapy accessible to everyone, offering online counseling through a network of over 30,000 licensed therapists. Founded in 2013, it is the world's largest online therapy service, with a diverse team that values employee well-being and professional development.
Achieve territory sales goals by providing assisted-sales support to national broker/dealers.
Build strategic relationships, prospect with assigned advisors, and train them on products and sales ideas.
Support illustrations, case design, and point-of-sale client meetings while developing field activity plans.
Saybrus Partners is a nationwide insurance distribution organization partnering with financial professionals on insurance and annuity solutions. It has 100+ local experts and 50 internal professionals, and values straightforward communication and rewarding excellence.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.