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.
Lead Underwriting, Processing, and Closing to drive revenue through origination, quality, velocity, and homeowner experience.
Manage and develop production leaders, building capabilities in performance management, coaching, and resource planning.
Establish operational goals, monitor metrics, and implement solutions to improve capacity, efficiency, and team effectiveness.
Splitero helps homeowners access home equity without monthly payments through a win-win financing product. Founded by Michael Gifford and David Zvaifler, the company fosters a culture of transparency, innovation, and inclusivity.
Review and underwrite residential mortgage loan applications, including Conventional, Non-QM, and DSCR loan products.
Analyze borrower credit profiles, income, assets, employment history, and collateral to determine loan eligibility and risk exposure.
Ensure compliance with agency, investor, company, and regulatory guidelines while managing multiple loan files and deadlines.
Sutherland is a digital transformation company that focuses on delivering exceptional experiences for customers and employees. With over 37 years in business, the company is an early pioneer in robotic automation and employs AI-ML enhanced products and cloud-based platforms.
Supports Commercial Loan Officers in managing existing commercial credit relationships and new lending opportunities.
Underwrites, structures, and documents complex commercial loans, including annual reviews and risk assessments.
Monitors portfolio performance, identifies cross-sell opportunities, and ensures compliance with regulations.
Peak Credit Union is a financial institution focused on serving members and local communities. It is a mid-sized employer with a culture that emphasizes teamwork, customer service, and professional development.
Lead and directly manage a team of 6-10 closers, escrow officers, and processors, focusing on hiring, coaching, and career development.
Drive team performance by owning KPIs, monitoring pipeline health, and serving as the senior escalation point for file issues.
Ensure compliance with Federal and multi-state regulations (RESPA, TRID, CFPB) while improving processes and SOPs in partnership with Operations and Product.
Clever is a venture-backed real estate technology company revolutionizing how people buy, sell, and manage real estate. With over 3,800 reviews and a 4.9 TrustPilot rating, they have helped consumers save over $210 million and are building a culture of innovation and transparency.
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.
Develops branch strategy and business plans, managing the agency sales force to ensure growth and profit goals are met.
Builds relationships with key partners, conducts agency visits, and acts as a liaison to grow profitable relationships.
Oversees agency planning, goal setting, and performance reviews, including coaching and succession planning.
EMC is an insurance company with over 105 years of financial strength and stability, recognized as a five-star carrier and two-time recipient of the Best Practices Award of Excellence. Their culture engages and empowers team members to achieve their best, with multiple locations recognized as Top Workplaces.
Engage with inbound leads to provide compliant information and guide homeowners through the application process.
Serve as single point of contact from first call to close, coordinating with internal teams to keep applications moving.
Manage pipeline using Salesforce and proprietary tools while meeting monthly and quarterly sales goals.
Hometap offers a home equity investment product that lets homeowners access equity without debt. The company has been recognized by The Boston Globe and Forbes as a great place to work, with a collaborative, passionate culture and a focus on innovation in fintech.
Assess clients’ financial needs and educate them on loan products
Collaborate with verification teams to ensure seamless customer experience
Manage both inbound and outbound calls to meet monthly sales targets
Above Lending is a lending company that provides personal loan products to clients. The company is seeking highly motivated sales agents to join their dynamic team, with a focus on driving revenue growth and building strong client relationships.
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 and oversee the Group Health Operations Management team, ensuring effective execution of utilization management services and operational workflows.
Drive achievement of key client performance metrics, including turnaround time, quality indicators, peer-to-peer success rates, and overturn rates.
Manage overall division profitability, including ownership of P&L performance and financial objectives.
Jobgether is a platform that uses AI-powered matching to connect candidates with job opportunities. They operate remotely and emphasize efficient, data-driven hiring processes.
Engage with inbound leads and guide them from initial inquiry through signed agreement, making high-volume outbound calls daily.
Manage your pipeline in Salesforce, document activities, and coordinate with internal teams to resolve bottlenecks.
Develop deep HEI product knowledge and collaborate cross-functionally to refine messaging and processes.
Truehold Financial helps homeowners access equity without displacement through Home Equity Investments (HEIs). They are a high-growth company operating in 20+ markets with a mission-driven culture and full benefits.
Analyze, select, and classify life insurance applications of moderate complexity.
Evaluate medical and financial information to determine insurability and risk classification.
Collaborate with field partners and underwriting teams to deliver exceptional customer experience.
Nationwide is a Fortune 100 insurance and financial services company with nearly $70 billion in annual sales, dedicated to protecting people, businesses, and futures. They have a caring culture and have been named one of the Fortune 100 Best Companies To Work For.