Source Job

$38,305–$44,721/yr
UK

  • Provide remote mortgage and protection advice to customers across the UK during out-of-hours appointment slots, including weekends.
  • Build and manage a pipeline of leads generated from a national network of contracted introducers, primarily financial services-focused estate agencies.
  • Work within a flexible, employed role with a defined base salary and on-target earnings, selecting a pattern that suits customer availability between 7 am and 9 pm.

Financial Services Customer Service Lead Generation

20 jobs similar to Mortgage Advisor

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Europe

  • Own and evolve ClickHouse's Python connector and SDK ecosystem.
  • Build and maintain integrations with orchestration platforms and transformation tools.
  • Drive the AI/LLM integration strategy.

ClickHouse is a real-time analytics company that leads the market in real-time analytics, data warehousing, observability, and AI workloads. They have over 3,000 customers with accelerating momentum, validated by a $400M Series D financing round.

US

  • Coach and mentor Partner Account Managers to achieve revenue goals.
  • Recruit and retain Partner Account Managers, coaching sales processes.
  • Manage the end-to-end sales process and forecast sales.

Human Interest aims to provide all workers access to retirement benefits, addressing the fact that over half of working Americans aren't saving enough. They are a high-growth fintech company backed by investors, working to make retirement plans affordable and accessible for small and medium-sized businesses.

North America

  • Act as a point of contact for internal and external project teams regarding medical/scientific issues.
  • Assist with development/review of central reader training materials specific to scoring and imaging systems.
  • Collaborate with cross-functional departments to evaluate and support new imaging technologies and processes.

Alimentiv provides clinical trial solutions, specializing in central image management. They are committed to innovation and improving patient outcomes through advanced research and development. Alimentiv leverages AI tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses..

$144,540–$180,960/yr
Canada

  • Own Security Governance: maintain and evolve security policies, standards, and control frameworks.
  • Lead the Security TPRM function across vendor lifecycle: intake/onboarding, due diligence, contracting handoffs, ongoing monitoring.
  • Build, coach, and scale the Governance and TPRM teams: hiring, performance management, career development, and team morale.

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. The majority of their roles are remote. They offer competitive benefits anchored to the core value of people come first.

US

  • Develop and maintain configuration management plans and security documentation for cloud-based systems in compliance with frameworks like RMF and NIST 800-53.
  • Create and manage ATO documentation, including SSPs and POA&Ms, while collaborating with engineering and security teams.
  • Support audits and continuous monitoring activities and maintain document repositories to ensure traceability across system changes.

Mythics is an award-winning Oracle systems integrator, consulting firm, and managed services provider focusing on Oracle technologies and business processes. The company fosters an innovative, collaborative workplace with a culture driven by core values of Respect, Empathy, Excellence, and Fun (REEF) and offers tailored benefits and work/life balance opportunities.

US

  • Own end-to-end availability and performance of critical services, including building automation to prevent recurring issues
  • Administer Linux and Windows systems across web, application, and database servers
  • Develop and automate solutions using various programming languages

Coupa provides a total spend management platform for businesses. They utilize AI and a global network of buyers and suppliers. The company values collaboration, teamwork, transparency, and a commitment to excellence.

Global 3w PTO

  • Deliver remote IT support to clients, resolving technical issues efficiently via phone and remote tools.
  • Perform both reactive support for urgent alerts and proactive maintenance tasks like patch management and system updates.
  • Troubleshoot workstation OS (Windows/macOS), business applications, basic networking, and coordinate with third-party vendors.

Intelligent Technical Solutions is a dynamic and growing managed service provider (MSP) delivering remote IT support to clients. The company emphasizes a proactive, team-first culture and high standards of service.

US Unlimited PTO

  • Own and drive business-critical product areas.
  • Design, build, and operate scalable, high-performance backend services.
  • Lead projects and collaborate with Product, Design, QA and other engineers.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

$112,500–$147,500/yr
Global

  • Define and evolve scalable brand design systems for Circle and associated sub-brands.
  • Develop visual frameworks that balance consistency with clear brand differentiation.
  • Build reusable components, templates, and documentation to support internal teams and external partners.

Circle is a internet financial platform company building the foundation of a more open, global economy through digital assets, payment applications, and programmable blockchain infrastructure. Circle values their employees, encourages new ideas, and fosters a flexible work environment.

Global

  • Design, develop, and maintain backend services primarily in Java (Go is a plus), following clean code principles and solid software engineering practices.
  • Build and evolve scalable, reliable, and secure microservice architectures that support high‑volume financial transactions.
  • Collaborate closely with Product, Engineering, and QA to refine requirements and deliver solutions aligned with financial and business needs.

Pismo provides a comprehensive processing platform for banking, card issuing and financial market infrastructure. Pismo joined Visa in 2024 and has 500+ employees located in more than 10 countries around the world.

$130,000–$155,000/yr
US

  • Design, evolve, and scale Vultr’s global OOBM network architecture.
  • Develop resilient, secure, and scalable management network topologies across multiple regions.
  • Contribute to long-term roadmap planning for management WAN interconnect and security segmentation.

Vultr aims to make high-performance cloud infrastructure easy to use and affordable for enterprises and AI innovators. They are the world’s largest privately-held cloud infrastructure company with 32 global cloud data center locations and hundreds of thousands of active customers.

  • Execute localized sales strategies and manage sales pipelines to drive growth for a portfolio of artists and labels.
  • Conduct strategic business reviews, provide consultancy on release strategies, and drive revenue through upsells and renewals.
  • Collaborate cross-functionally on audience development and manage legal risks by advising on intellectual property and resolving rights issues.

Believe is a global artist development company that provides expertise, respect, fairness and transparency to empower local artists, labels and publishers at each stage of their careers. Operating in over 50 countries with more than 2,000 employees, it combines local expertise with a global tech platform to deliver exclusive solutions for artists to promote and monetize their music.

$138,000–$190,000/yr
US 24w maternity 12w paternity

  • Lead high-impact programs and drive complex, cross-functional initiatives.
  • Analyze complex datasets to identify trends and develop clear insights.
  • Lead discussions with senior stakeholders, building strong cross-functional relationships.

Chime is a financial technology company that aims to make banking services helpful, easy, and free. They empower members to take control of their finances through user-friendly tools. Chime is a team of problem solvers and dreamers with a shared obsession: their members.

$82,960–$112,000/yr
US Unlimited PTO

  • Own the end-to-end global T&E program across all regions.
  • Manage vendor relationships, including travel providers and expense platforms.
  • Drive continuous improvement through automation and data-driven decision-making.

Blackhawk Network (BHN) offers a global platform of branded payment solutions to businesses. They help businesses grow revenue, increase loyalty, and engage consumers with a network spanning more than 400,000 consumer touchpoints.

Latin America

  • Handle day-to-day bookkeeping with full ownership of QuickBooks and manage bank and credit card reconciliations.
  • Track and process all incoming and outgoing payments, ensuring timely, accurate records and prepare monthly financial reports including Profit & Loss and Balance Sheet.
  • Ensure financial data is organized and audit-ready, maintain transaction categorization, and support forecasting and cash flow visibility while coordinating with external accountants.

The company is a fast-growing agency that focuses on making hiring exciting. It operates with a remote team, emphasizing a dynamic, fast-paced environment where employees are given ownership and opportunities for career growth.

US

  • Build an opportunity pipeline and drive revenue growth.
  • Expand relationships with key national accounts.
  • Implement strategic sales initiatives.

Empower Brands encompasses ten industry-leading brands across commercial and residential services. They are dedicated to providing its customers with the highest quality products and services while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success.

  • Lead and support ArcGIS Enterprise, ArcGIS Online, and ArcGIS Pro environments.
  • Perform advanced spatial analysis to support mission and operational requirements.
  • Administer GIS servers and manage enterprise geospatial systems.

Ardent solves customers’ difficult problems. We have a culture that embraces flexibility, innovation, collaboration, and career growth.

Europe

  • Act as the primary liaison between finance, accounting, and credit teams to reconcile financial and management reporting
  • Conduct scenario analysis and simulations to assess the impact of new products, credit policies, and strategic initiatives
  • Develop and maintain reporting tools, dashboards, and models to enhance decision-making and visibility

Jobgether uses AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

US

  • Develop and run full-funnel, integrated communications programs across earned media, executive thought leadership, owned content, and digital/social channels.
  • Partner with executives to develop thought leadership platforms, including planning and execution with bylines, LinkedIn, speaking engagements, and reactive commentary.
  • Lead and mentor teams, ensuring high-quality work and supporting growth and advancement while managing multiple accounts in a fast-paced environment.

LaunchSquad partners with innovative technology companies to create integrated earned, owned, and digital communications programs that build awareness and drive growth. It is a people-first, virtual-first agency with a community-oriented culture, focusing on in-person team gatherings and internal mentorship programs.

US 3w PTO

  • Grow existing lines of businesses and uncover new opportunities with new clients.
  • Be responsible for revenue growth, short- and long-term strategy development, scoping and retaining.
  • Understand client's challenges, provide invaluable insights drawn from automotive insights, and tailor solutions.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company, they have a team of 22,500 people across 32 countries and corporate headquarters in Dublin, Ireland.