Follow up leads to convert into sales and source new leads proactively.
Recommend suitable mortgage and protection products to meet customer needs.
Achieve individual targets and maintain market knowledge for continuous improvement.
Spicerhaart is a property and financial services company. They emphasize diversity and inclusion, with a culture that values individual differences and equal opportunity employment.
Provide compliance advisory support across UK regulatory requirements including mortgages, consumer credit, and savings products.
Undertake regulatory horizon scanning and advise senior stakeholders on FCA matters, ensuring good customer outcomes.
Support product governance, policy reviews, and compliance training materials across the bank.
Tandem is a UK digital challenger bank focused on sustainable banking and helping customers make better financial choices. With over 500 employees across the UK, it has been recognized as one of The Sunday Times Best Places to Work for 2024 and 2025 and a fast-growing tech company.
Advise Servicing, Collections, and Repayments teams on FCRA, FDCPA, and other regulatory compliance requirements.
Develop and update compliance policies, manage issues, and implement corrective action plans.
Monitor compliance metrics, prepare reports for senior management, and deliver training programs.
Affirm is reinventing credit to make it more honest and friendly, offering buy now, pay later products without hidden fees. We are a remote-first company with a collaborative culture, committed to providing inclusive benefits and competitive compensation.
Deliver assurance reviews across key regulations, processes, and controls to manage compliance risks.
Provide clear, actionable feedback to strengthen Monzo's control environment and support fair customer outcomes.
Produce high-quality reports and management information for stakeholders across the business.
Monzo is a digital banking company on a mission to make money work for everyone, offering personal and business accounts, savings, and investment products. They have a growing team and a culture focused on customer experience, financial education, and diversity.
Own Vesta's internal interpretation of mortgage origination regulations and become the authoritative voice for regulatory and investor compliance.
Partner with the product team to advise on building software that enables lenders to originate loans compliantly.
Equip customer-facing teams with Vesta's point of view on regulatory and investor guideline compliance.
Vesta is rebuilding the mortgage loan origination system from the ground up using an AI-augmented platform to automate the lending process. They are a small team with $55M in funding from top-tier investors, valuing humility, empathy, and action.
Partner with product and marketing teams to ensure compliance with consumer protection regulations in developing, launching, and enhancing deposit, payment, and lending products.
Lead evaluation and interpretation of compliance requirements for new and existing products, ensuring alignment with regulatory expectations.
Monitor and analyze evolving regulatory requirements, assessing their impact on products and driving updates to policies and controls.
EarnIn is a pioneer in earned wage access, building products that deliver real-time financial flexibility for those living paycheck to paycheck. The company has a healthy core business, world-class funding partners, and an experienced leadership team.
Lead end-to-end implementation of new products impacting mortgage servicing operations.
Collaborate with stakeholders across Servicing, Compliance, Risk, IT, Training, and Operations.
Ensure projects are delivered on time, within scope, and in compliance with regulatory requirements.
We are a leading national provider of full-service mortgage loan subservicing, 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 with a team servicing over 1.8 million loans.
Delivering End Point Assessment (EPA) in line with the Employability Practitioner standard using NCFE's EPA platform.
Communicating with apprentices, ITPs, and employers on EPA and grading, and attending standardisation events to ensure quality, compliance, and consistency.
Utilising a recognised Assessor qualification (A1, CAVA, or equivalent) and recent Employability Practitioner experience at Level 6 within the last three years.
NCFE is a UK-based educational organization with over 170 years of experience, dedicated to promoting and advancing learning to create a fairer, more inclusive society. They work with Independent Training Providers, Further Education Colleges, and Employment Providers to drive partnerships in the developing world of Apprenticeships and EPA.
Lead and monitor the bank's CRA program to ensure ongoing regulatory compliance and performance.
Partner with leadership to evaluate community development investments and coordinate regulatory examinations.
Provide guidance and training to business units on lending compliance requirements and regulatory expectations.
Ocean Bank is a financial institution focused on community development and regulatory compliance. The bank values a collaborative culture and regulatory excellence, with a team that balances compliance with meaningful community impact.
Provide support on regulatory compliance requirements and conduct gap assessments of business unit procedures against global policies.
Collaborate with Legal, Information Security, and business teams to manage compliance risks and support regulatory exams.
Maintain an understanding of business processes, products, and services while participating in exams as a subject matter expert.
Experian is a global data and technology company operating across financial services, healthcare, automotive, and more. With 25,200 employees across 32 countries, they have an award-winning, inclusive, and purpose-driven culture.
Manage a team of compliance professionals or third-party providers to ensure proper Compliance program execution and performance management.
Provide compliance advisory services and guidance for regulatory change, product change, and business-as-usual operations across multiple domains.
Recruit, hire, and develop employees while ensuring adherence to consistent standards for communication, documentation, and reporting.
Fulton Bank is a financial institution committed to making a positive impact in local communities and championing a culture of continuous learning and inclusion. The company promotes a digitally enabled work environment and values employee well-being.
Deliver End Point Assessments for Level 4 Associate Project Manager and Level 5 Operations Manager standards.
Utilize NCFE's EPA platform to record assessments and interact with apprentices.
Communicate with apprentices, training providers, and employers on grading and EPA processes.
NCFE is an educational organization with over 170 years of experience, advancing learning to create a fairer, inclusive society. They partner with training providers and colleges to drive apprenticeships and End Point Assessment.
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.