Underwrite residential mortgage loan applications in compliance with guidelines.
Analyze borrower credit, assets, and income, including complex income scenarios.
Partner with Loan Officers, Account Managers, and Operations to resolve file-level questions.
Lendz Financial is a residential mortgage lending platform that helps mortgage brokers grow their loan origination volume. They emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times, fostering a collaborative, high-performance culture.
Learn products in assigned specialty area and understand regulations.
Explain product options for routine inquiries and recommend products.
Identify multi-product needs and connect customers to specialists.
Transamerica provides insurance, retirement, and investment solutions. With millions of customers and thousands of employees globally, Transamerica is part of Aegon, an international financial services group with a diverse workforce, that offers tools and solutions focused on helping people plan for the best life possible.
Own revenue forecasting and planning for the GTM organization.
Partner with GTM leadership to drive annual planning and performance analysis.
Influence hiring, territory design, and channel investment decisions.
Recharge is the subscription platform for the world’s fastest-growing and most innovative brands. As Shopify’s premier subscription solution, it is on a mission to build the future of commerce around customer retention.
Maintain and validate employee payroll data within internal systems.
Perform structured data checks and reconciliations to identify and resolve discrepancies.
Partner closely with Payroll Specialists and Managers to support payroll cycle readiness across Americas countries.
Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. Their team works tirelessly on ambitious problems, asynchronously, around the world and encourages every member to bring their talents, experiences and culture to the table to help them build the best-in-class HR platform.
Engage clients in meaningful financial conversations.
Encourage action through strategic financial advice.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.
Execute the end-to-end migration of customers from legacy ISOs and third-party gateways to our integrated payments product.
Partner with clients to understand their current payment workflows and design tailored migration plans that minimize downtime.
Act as the primary bridge between the client and our internal product, engineering, and customer success teams to ensure alignment.
Storable redefines property management for specialty real estate, integrating management software with various services. They empower owners and operators, fostering a “Win More” culture committed to customer value and employee growth.
Understand the role of demand response and other distributed energy resources.
Communicate effectively across teams about complex processes.
Develop analytical tools to support the customer-facing needs of our Sales and Marketing efforts.
Voltus is the leading virtual power plant operator of distributed energy resources. They pay energy users to reduce or shift electricity use in response to grid stress, high prices, and high emissions and are building the decarbonized, distributed, decentralized, and digitized energy system of the future.
Partner with Sales and Marketing leaders to provide financial insights and support strategic decision-making
Develop and maintain financial models across key SaaS metrics including bookings, churn, renewals, and revenue
Analyze functional spend, including headcount and operating expenses, to identify trends and opportunities
Employ is transforming how hiring gets done with three ATS solutions and AI Companions. They are a fast-moving, remote-first team of builders and innovators with flexible work scheduling, comprehensive benefits, and career development opportunities.
Direct the Company’s operating plan and forecasting cycles.
Oversee the global FP&A calendar.
Lead and coordinate complex financial requests from executive leadership.
Hilb Group is a Top 25 middle-market independent insurance broker. They offer expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation.
Partner with the sales team as a finance advisor, translating revenue data into guidance that informs deal decisions and revenue projections
Deliver clear, well-informed analysis that helps leaders understand revenue performance and business impact
Be the primary contact for revenue-related questions from commercial teams and EPS finance leadership
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland.