Lead consultative, product-led sales conversations with mortgage lenders, diagnosing verification workflows and designing tailored solutions.
Own the full sales cycle from prospecting and discovery through technical evaluation, negotiation, and close.
Manage complex buying committees and drive revenue within a defined book of mortgage accounts.
Truv empowers mortgage lenders and financial institutions with consumer-permissioned income, employment, and asset data to streamline verification processes. Backed by Kleiner Perkins, it is an approved vendor for Fannie Mae and Freddie Mac and operates with a focus on regulatory compliance and innovation.
Educate dealers on lending programs to maximize value for their dealerships.
Partner with operational teams to capture quality business and increase program utilization.
Build and expand the assigned territory by identifying and signing new dealerships.
GLS uses advanced analytics and technology to provide affordable auto financing, helping over half a million families improve their transportation needs. With over 1,000 employees, they foster a culture of caring deeply and thinking boldly, recognized by Inc 5000 as one of the fastest-growing private companies in America.
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.
Support senior originators with pipeline management, client meetings, and deal preparation while learning loan structuring and underwriting.
Develop your own pipeline through prospecting, outreach, networking, and referral generation within the real estate investment community.
Build client relationships as a responsive point of contact throughout the loan lifecycle, from deal analysis to closing.
This role is listed on behalf of a partner company that manages all applications and next steps. The company offers a fast-growing, performance-driven environment with strong mentorship and structured pathways.
Oversee sales and account management for one of Experian's largest strategic clients in financial services, payments, and technology.
Maintain C-level relationships, understand client industries and markets, and deliver sales presentations for Experian solutions.
Must be located in TX, NY, NJ, PA, or DE; requires 8+ years of sales experience with complex solutions and executive-level engagement.
Experian is a global data and technology company that powers opportunities for people and businesses using data, analytics, and software. With 23,300 employees across 32 countries and a FTSE 100 listing, we foster a culture focused on DEI, work/life balance, and innovation, earning recognition as a top workplace globally.
Partner with National Sales Managers to build profitable relationships with distributors and agents through training, field development, and sales support.
Create and deliver compelling sales presentations showcasing Foresters Financial life and annuity products and competitive advantages.
Manage outbound sales calls, call campaigns, and report progress on sales support activities to managers.
Foresters Financial is an international financial services provider that offers life insurance, savings, retirement, and investment solutions to help families achieve long-term financial health. With over 150 years of history, the company is committed to Inclusion, Diversity and Equity as a core strategic objective.
Drive full-cycle enterprise sales of complex SaaS solutions into financial services and mortgage ecosystems, targeting senior decision-makers.
Develop and execute strategic sales plans to consistently achieve or exceed quota targets while expanding market adoption.
Lead cross-functional collaboration with marketing, sales engineering, and product teams to support enterprise deal execution.
This role is listed on behalf of a partner company that focuses on transforming how mortgage and lending institutions evaluate and onboard borrowers using AI-powered workflow automation. The company operates in a high-growth environment with a strong emphasis on ownership and professional growth, offering a remote-first culture and collaboration across distributed teams.
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.
Develop and maintain a direct auto installment portfolio within an assigned region, driving loan sales and customer acquisition through direct solicitation and branch partnerships.
Market the Direct Auto Referral Program (DARP) by visiting dealers, executing local marketing strategies, and building long-term customer relationships.
Provide guidance to branches on DARP-related issues, complete timely reports, and maintain strong working relationships with headquarters and field management.
Mariner Finance has provided customers with creative, flexible, and convenient lending options since 1927. Headquartered in Baltimore with coast-to-coast physical locations in over half the states, we pride ourselves on superior customer service and a growing number of employees.
Drive new client acquisition and account growth within the Financial Services sector.
Identify and engage new business opportunities using lead generation and consultative sales.
Build and maintain strong pipelines while managing key client relationships for growth.
Brilliant is an innovative branded products and corporate gifting company that curates, produces, and distributes memorable merchandise and custom products. Our team of retail trend experts, designers, and engineers work together to produce impactful products that bring brands to life, offering services like concepting, sourcing, design, and fulfillment.
Manage team of employees responsible for collections, client invoicing, and HUB operations.
Ensure quality and productivity goals are met while maintaining audit quality.
Develop and maintain client relationships and identify process improvements.
ServiceLink is a mortgage services company that helps clients in the lending industry achieve strategic goals through technology and services. The company is committed to equal opportunity and offers ongoing training and support for employee advancement.
Own and execute enterprise sales strategy within a defined territory, managing complex deals with Fortune 5000 lenders.
Engage C-level executives and run full-cycle six-figure contracts using MEDDPICC framework.
Collaborate with internal teams to build deal-specific value propositions and serve as a trusted advisor on digital transformation.
Snapdocs is a Series D company automating the $14 trillion U.S. mortgage market by connecting lenders, settlement teams, and investors through workflow software and AI-driven automation. Backed by Sequoia, Y Combinator, and F-Prime, they power 20% of all real estate closings and are building a long-term team focused on solving real operational pain with empathy and rigor.
Be a trusted advisor, deeply understanding customer business challenges and proactively addressing their needs while making a lasting impact.
Drive revenue growth through new account development, expanding existing accounts, and cross-selling and up-selling D&B solutions.
Map solutions to customer needs, demonstrate product capabilities, and act as a bridge between customers and product development teams.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate. With over 180 years of experience, we are a diverse, global team that values creativity, collaboration, and bold ideas.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Drive revenue growth and manage Credit Union client relationships in a named account environment.
Build strategic partnerships with senior client management, offering data, analytics, and tech solutions.
Develop forecasts, advance pipeline, and identify new ways to grow the business.
Experian is a global data and technology company powering opportunities for people and businesses across financial services, healthcare, automotive, and more. We employ 25,200 people in 32 countries and have a people-first, inclusive, purpose-driven culture.
Serve as primary point of contact for clients within the assigned region, developing and maintaining long-lasting relationships.
Achieve and exceed sales and revenue targets, while identifying opportunities for upselling and cross-selling.
Conduct regular account reviews and use data-driven analysis to identify trends and growth opportunities.
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The company has thousands of active agents and plans to accelerate growth.
Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.
Produce sales results through high-volume outbound calls and emails.
Screen prospective clients and set appointments for financial advisors.
Wealth Enhancement is an independent wealth management firm offering personalized financial planning and investment management services. With over 175 offices nationwide, the firm serves 90,000+ households and fosters a collaborative, team-based culture.
Manage and grow broker partnerships to drive loan originations and deliver a market-leading broker experience.
Act as primary contact for a portfolio of brokers, providing fast and accurate support while converting quotes into settled loans.
Develop tailored sales strategies to achieve loan origination growth and activity targets.
Plenti is a fintech lender providing faster, fairer loans through smart technology. With over 250 employees in Australia and a loan portfolio over $3 billion, Plenti is a founder-led, ASX-listed company with a collaborative and ambitious culture.
Develop and maintain client relationships with dealer partners through on-site visits and regular communication.
Plan and organize sales visits to assigned dealers, promoting current offerings and training on proper documentation.
Analyze loan file performance, recommend solutions, and maintain benchmarks for originations and loan performance.
Driveway Finance Corporation (DFC) is a modern automotive lender offering flexible financing solutions to simplify the vehicle purchasing experience, part of Lithia & Driveway, one of North America's largest automotive retailers. We foster a culture of growth, accountability, and teamwork, with a focus on doing the right thing and adapting to change.
Own the mortgage line of business end-to-end, including revenue, P&L, and go-to-market strategy.
Align Sales, Marketing, Partnerships, and Customer Success toward shared targets and growth.
Build and scale a cross-functional team, driving new logo acquisition and executive relationships.
Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data. It is an approved verification vendor for Fannie Mae and Freddie Mac, backed by Kleiner Perkins, operating in a high-growth environment.