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  • Mortgage Advisor
    Mortgage Advisor
    hace 20 días
    Jornada completa
    Montvale

    About Fortress Mortgage Advisors At Fortress Mortgage Advisors, we’re redefining mortgage banking for true professionals. We believe in empowering our Advisors — not constraining them with bureaucracy, limited products, or phantom P&L promises. Our culture is built on collaboration, mentorship, and execution. We are a results-driven, client-centric team of experienced professionals united by one mission: to make every Advisor the trusted authority in their market. If you’re tired of being an island, chasing “99-cent dollars,” or fighting corporate red tape — Fortress offers a smarter path forward. What You’ll Do As a Mortgage Advisor, you’ll play a key role in helping clients achieve financial success through homeownership and strategic real estate financing. You’ll have the tools, support, and platform to grow your business and reputation as a market authority. Your responsibilities will include: • Consult with clients, realtors, and financial professionals to identify optimal mortgage solutions., • Manage the full loan process from application through closing, ensuring accuracy, compliance, and client satisfaction., • Leverage Fortress’s true secondary market execution to deliver competitive pricing and flexible product options., • Develop and maintain strong referral relationships with CPAs, attorneys, financial advisors, and real estate professionals., • Collaborate with a team of experienced professionals who share your commitment to excellence and growth., • Participate in ongoing mentorship, education, and career development programs. What Sets Fortress Apart • True Secondary Market Platform: Best-execution pricing without the net-branch illusion., • Elite Mentorship & Career Growth: Guidance from seasoned mortgage professionals committed to your long-term success., • Cutting-Edge Technology & Marketing: CRM, analytics, and marketing tools that streamline your workflow and strengthen your relationships., • High-Quality Deal Flow: Access to established referral pipelines, exclusive partnership programs, and private mortgage banking initiatives., • Freedom & Flexibility: Operate with autonomy while benefiting from team collaboration and shared resources. Who We’re Looking For • We seek ambitious, professional Mortgage Advisors who:, • Have 2+ years of mortgage origination or financial services experience (preferred, not required)., • Thrive in a client-first, results-driven environment., • Are self-motivated, ethical, and committed to building lasting relationships., • Value mentorship, collaboration, and continuous learning., • Want to become recognized market authorities — not just rate-quoters or MSA chasers. Compensation & Benefits • Competitive, transparent commission structure with high earning potential., • Access to shared marketing, technology, and operational support., • Education and mentorship programs for personal and professional growth., • Opportunities for leadership and advancement within the Fortress network. Join Fortress — Where Professionals Grow and Succeed If you’re ready to elevate your career and align with a team that values expertise, collaboration, and execution — let’s talk.

    Sin experiencia
    Inscripción fácil
  • Director of Transportation Insurance Operations & Growth
    Director of Transportation Insurance Operations & Growth
    hace 2 meses
    $50000–$85000 anual
    Jornada completa
    Monsey

    Director of Transportation Insurance Operations & Growth 📍 Location: New York Office 🕒 Work Arrangement: In-office preferred; limited hybrid flexibility available during the first few months About the Company We are a growing transportation insurance organization focused on delivering high-quality insurance placement and risk management solutions to clients across the transportation and logistics space. Our mission is to operate with discipline, professionalism, and a growth mindset—building long-term carrier partnerships while protecting both our clients and our company. About the Role We are seeking a highly experienced Transportation Insurance leader to join our New York office and take ownership of sales strategy, carrier relationships, risk management, operations, technology, and growth initiatives. This is a senior leadership role for someone who is both strategic and hands-on—capable of building structure, holding teams accountable, and scaling a transportation insurance operation the right way. The ideal candidate understands carrier appetites, submission quality, E&O prevention, CRM systems, SOP development, and team leadership—and is comfortable setting high expectations and ensuring work is done correctly. Key Responsibilities Sales Leadership & Team Management • Ensure sales representatives are prospecting and calling on the right accounts, aligned with insurance carrier appetites and underwriting guidelines, • Lead, coach, and hold sales staff accountable for quality submissions, professionalism, and performance, • Interview, hire, onboard, and train new sales and operations team members, • Develop structured training programs for sales, service, and operations teams, • Help design and negotiate commission structures and compensation plans, • Foster a high-performance, growth-oriented culture, • Carrier Relations & Market Strategy, • Research, evaluate, and build relationships with new insurance carriers in the transportation insurance space, • Maintain strong relationships with existing carrier partners and underwriters, • Strategically manage the submission of business to the correct markets, • Monitor carrier appetite changes, market conditions, and regulatory updates, • Risk Management & Compliance, • Apply a strong risk management mindset to all sales and operational decisions, • Protect the company from Errors & Omissions (E&O) exposure through documentation, controls, and oversight, • Develop and launch risk management services for transportation clients, • Ensure compliance with carrier guidelines, internal standards, and regulatory requirements, • Operations, SOPs & CRM, • Design, implement, and enforce standard operating procedures (SOPs) across the organization, • Lead the implementation and company-wide adoption of a CRM system, • Ensure data accuracy, pipeline visibility, and reporting consistency, • Improve business processes to support scalability and operational efficiency, • Technology, AI & Innovation, • Identify and evaluate AI and automation opportunities to improve prospecting, submissions, workflows, and customer service, • Partner with leadership to implement modern tools that increase productivity and reduce risk, • Branding & Marketing, • Support and oversee branding and marketing initiatives, • Ensure the company maintains a professional, corporate, and consistent online presence, • Oversee brand consistency across the website, social media, digital marketing, and client-facing materials, • Collaborate with internal teams and external vendors to align messaging with company values and compliance standards, • Work Location & Schedule, • This role is based in our New York office, • In-office presence is expected, particularly during onboarding, training, and strategic planning, • Limited hybrid flexibility may be available for the first few months, depending on experience and business needs, • Ongoing flexibility may be considered after successful integration and performance, • Qualifications & Experience, • Extensive experience in transportation insurance, • Strong understanding of trucking, logistics, and transportation-related insurance programs, • Proven experience leading, training, and managing sales and operations teams, • Deep knowledge of carrier appetites, underwriting processes, and E&O prevention, • Experience building SOPs and implementing CRM systems, • Strong analytical, organizational, and decision-making skills, • Excellent communication and leadership abilities, • Results-driven with a strong growth mindset, • Why Join Us, • Senior leadership role with real influence on company direction, • Opportunity to build and scale teams, systems, and carrier relationships, • Ability to create long-term value through risk management and operational excellence, • Competitive compensation with performance-based incentives Additionally, we are looking for someone with management skills, capable of leading and developing a sales team with a growth mindset. Knowledge of standard operating procedures (SOPs) and customer relationship management (CRM) systems is essential.

    Inscripción fácil
  • Administrative Assistant
    Administrative Assistant
    hace 2 meses
    $50000 anual
    Jornada completa
    Ramsey

    Job Title: Administrative Assistant (Entry-Level – MCA Industry) Location: Ramsey, NJ Job Type: Full-Time Industry: Merchant Cash Advance (MCA) Job Overview We are seeking a motivated and detail-oriented Entry-Level Administrative Assistant to support our Merchant Cash Advance (MCA) operations in our Ramsey, NJ office. This role is ideal for someone looking to begin a career in finance or business administration. Full training will be provided on MCA processes, contract preparation, ISO relations, and merchant support. Responsibilities • Assist with preparing, organizing, and processing merchant and ISO contracts, • Support ISO onboarding and relationship management, • Communicate with merchants to collect documentation and follow up on agreements, • Maintain accurate records in CRM and internal systems, • Coordinate with internal teams to ensure contracts are completed correctly, • Assist with compliance documentation and file management, • High school diploma or equivalent (college coursework a plus), • Strong organizational and communication skills, • Basic computer proficiency (Microsoft Office, Google Workspace), • Professional phone and email etiquette, • Ability to multitask and pay close attention to detail, • Prior administrative or office experience, • Exposure to finance, lending, or sales environments, • Starting pay: $25 per hour

    Sin experiencia
    Inscripción fácil