Drive new client acquisition for GreenSky's HELOC financing solution within the high-job-size Home Improvement vertical.
Activate HELOC across GreenSky's existing high-job-size merchant base and train merchant sales teams.
Partner closely with GreenSky's licensed Mortgage Loan Originator team while maintaining compliance guardrails.
GreenSky is a leading technology company that powers commerce at the point of sale for a growing ecosystem of merchants, consumers, and banks. Since its inception, nearly 6 million consumers have financed more than $60 billion using its real-time 'apply and buy' technology.
Handle 100% inbound calls from pre-screened homebuyers and refinancers.
Consult with borrowers to understand mortgage needs and present suitable loan options.
Work with in-house processing and underwriting teams to ensure timely closings.
New American Funding is a mortgage lender that provides 100% inbound leads to consumer direct loan officers. They have a high-performing sales team and a culture focused on closing loans and building client relationships.
Facilitate weekly in-person client meetings to build strong relationships and facilitate change management.
Identify opportunities to adjust client processes to maximize Ocrolus footprint.
Operate as the central point of contact for assigned customer base.
Ocrolus is an AI workflow and analytics platform for lenders, processing nearly one million credit applications every month. Trusted by over 400 customers, they are a fast-growing, remote-first company focused on AI innovation in fintech.
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.
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.
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.
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.
Proactively build and manage a borrower book of business, acting as the champion for all customer needs.
Advise borrowers throughout the origination process, including pricing, valuation, and project scope-of-work.
Drive repeat business by building strong, long-lasting customer relationships and delivering timely solutions.
Kiavi is a private lender to residential real estate investors, leveraging data and technology to provide faster, simpler capital access. With over 500 employees and numerous industry awards, the company fosters a culture of innovation, collaboration, and customer focus.
Lead and coach a team of 8-12 Reverse Mortgage Loan Officers to drive sales performance and conversion metrics.
Ensure compliance with federal, state, and company regulations while fostering a culture of accountability.
Partner with operations and use data-driven coaching to maximize production and employee development.
Longbridge Financial is a leading provider of home equity solutions for seniors, helping them unlock the power of their home equity to live the retirement they imagined. With an Excellent rating on Trustpilot and over a thousand customer testimonials, they have been named a Great Place to Work three years in a row, emphasizing a culture of growth and collaboration.
Recruit senior loan officers end-to-end, from sourcing to offer and reference checks.
Collaborate with sales leadership to understand hiring needs and build talent pipelines.
Manage ATS, provide feedback, and leverage platforms like LinkedIn to source candidates.
RenoFi is a fast-growing startup that provides a platform for homeowners to obtain renovation loans using the after-renovation value of their home. They are backed by investors like First Round Capital and Comcast Ventures and have a globally distributed team with a focus on culture.
Process reverse mortgage applications from submission to underwriting and closing.
Review, upload, and organize loan documents while clearing conditions for approval.
Communicate daily with loan officers, borrowers, underwriters, and title companies.
Longbridge is a leading provider of home equity solutions for seniors, helping older homeowners access their home equity. The company has been named a Great Place to Work three years in a row and fosters a culture of collaboration, growth, and fun.
Provide departmental leadership and manage the Client Relations staff to ensure client satisfaction.
Oversee client accounts, monitor training, and serve as point of contact for escalated issues.
Track trends, conduct performance reviews, and maintain departmental policies and procedures.
LoanCare is a leading national provider of full-service mortgage subservicing, serving banks, credit unions, and investors. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and foster a culture of integrity, innovation, and collaboration.
Gather and analyze requirements for Salesforce initiatives across Financial Services Cloud and Marketing Cloud.
Facilitate workshops and translate business needs into user stories and process documentation.
Support Salesforce configuration, testing, and user training to ensure successful implementation.
This company operates in the mortgage technology space, leveraging Salesforce to drive digital transformation. They offer a collaborative, team-oriented environment with focus on innovation and career growth.
Drive revenue growth by selling Tekmetric's integrated payment solutions to new and existing auto repair customers.
Manage the full sales cycle from prospecting to closing while exceeding quota and maintaining a strong pipeline.
Act as a trusted advisor, analyzing customer statements and collaborating cross-functionally to ensure customer success.
Tekmetric is an all-in-one cloud-based software platform that helps auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017, the company has grown into an industry-leading solution with a culture that values transparency, integrity, and ambitious collaboration.
Achieve monthly, quarterly, and annual sales, revenue, and productivity targets.
Conduct discovery calls, presentations, and product demonstrations with prospects and customers.
Unearth new sales opportunities through cold calling and demonstrate value to stakeholders.
TrueML is a mission-driven financial software company that uses machine learning to improve customer experiences for distressed borrowers. The team includes data scientists, financial services experts, and customer experience enthusiasts building technology to serve people.
Manage your own pipeline of loans from submission to closing, ensuring accuracy, completeness, and speed.
Communicate proactively with borrowers, loan officers, and contractors to gather documentation and resolve conditions.
Prepare files for underwriting by verifying income, assets, credit, and property documentation.
RenoFi is a renovation lending platform that empowers homeowners to borrow based on after-renovation value. They are a small, collaborative team inside a fast-growing fintech lender with a remote-first culture, having financed over $1 billion in renovation projects.
Originate and manage purchase mortgage loans from application to closing, ensuring compliance and delivering a best-in-class customer experience.
Convert company-provided purchase opportunities into funded loans through proactive follow-up and effective borrower consultation.
Build strong relationships with customers and, where applicable, with Zillow Preferred Agents and local partners, leveraging Zillow's technology and operational support.
Zillow Home Loans, part of Zillow Group's FinTech division, revolutionizes the home financing experience. As a large, collaborative team of innovators, they push boundaries in the mortgage industry.
Manage mortgage loan applications by reviewing documentation, verifying information, and ensuring compliance with product, underwriting, and investor requirements.
Maintain clear and timely communication with borrowers, loan officers, and stakeholders throughout the loan process.
Collect, analyze, and validate required documentation, including credit reports, income documents, and appraisals to ensure accuracy and identify issues.
Our partner is a financial services company specializing in mortgage lending and processing. They operate a remote team and focus on accuracy, compliance, and customer experience.
Customer-centric inbound and outbound communication that meets company quality standards
Investigation and verification of credit, employment, and financial information supporting mortgage underwriting
Management of incoming and pending supplement requests with attention to detail and turnaround time
Altisource drives innovation that powers the mortgage and real estate lifecycle. They foster an inclusive culture celebrating diverse voices and are committed to fair hiring.