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Role: Lead Business Analyst _ Salesforce FSC & Agentforce Location: McLean, Virginia | Milford, Ohio | San Antonio, Taxes Hire Type: Full Time 8 - 10 years of experience Job Description Must Have Technical/Functional Skills · 8+ years of experience as a Business Analyst, with at least 3–4 years in a Lead BA role · Strong hands-on experience with: · Salesforce Financial Services Cloud (FSC) · Salesforce Service Cloud and agent workflows · Agentforce (AI-assisted service / agent use cases) · Deep understanding of financial services / lending / mortgage business processes · Proven experience working in Agile / Scrum environments · Strong documentation skills (BRDs, user stories, process maps, use cases) · Excellent stakeholder management and communication skills Nice to Have: · Experience with AI-enabled service models, chatbots, or intelligent case routing · Exposure to Salesforce Omni-Channel, Chat/Messaging, or Contact Center integrations · Experience supporting member-facing or customer-facing platforms · Salesforce certifications (FSC Accredited Professional, BA / Admin / Service Cloud preferred) Roles & Responsibilities · Lead end-to-end business analysis activities for Salesforce-based initiatives, including discovery, requirements elicitation, and solution alignment · Act as the primary BA lead for Financial Services Cloud (FSC) implementations across Lending / Mortgage / Member Services · Define and document business requirements, user stories, process flows, and acceptance criteria aligned to Agentforce-enabled service models · Collaborate with product owners, architects, and development teams to translate business needs into scalable Salesforce solutions · Drive adoption and optimization of Agentforce capabilities for AI-assisted agent workflows, case handling, member interactions, and productivity improvements · Work closely with UX, Salesforce developers, and integration teams to ensure seamless end-to-end experiences · Support release planning, sprint execution, UAT coordination, and stakeholder sign-offs · Identify gaps, risks, and improvement opportunities and proactively recommend automation and AI-driven enhancements · Act as a trusted advisor to business stakeholders and provide thought leadership on Salesforce and AI-enabled service transformation

Key Responsibilities** - Review and evaluate AI-generated outputs related to consumer lending decisions, deposit account servicing, regulatory compliance, and customer communication - Create realistic scenarios based on retail banking workflows — mortgage origination, personal loan underwriting, a

Job Description SVP, Sales Operations Who We Are Based in New Jersey and established in 2010, Asset Based Lending, LLC (“ABL”) is one of the nation’s leading Hard Money Lenders. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed-use properties, as well as DSCR rental loans for long-term investors. We have closed thousands of loans since we began lending, producing more than $3.5 in originations. ABL was acquired by a private equity firm in 2021 and with a renewed focus on growth, we’ve set our sights on consistent evolution and cementing our place as the premier private lender in the country. Our Mission is Simple: • Make Good Loans, • Provide Exceptional Service, Every Time, • Protect The Firm, • Build The Future Role Summary The SVP, Sales Operations is a senior leadership role responsible for building, owning, and continuously improving the operational infrastructure that powers ABL’s sales organization. This is the functional owner of Sales Ops at ABL — not a coordinator or an analyst, but a leader with full accountability for how the sales engine runs. ABL is transitioning to a performance-based sales operating model. That transition requires someone who has done this before: built the systems, designed the processes, and led organizations through the discipline of data-driven sales management. This leader will establish what does not yet exist, fix what is broken, and set the standard for how a high-performing sales organization operates at scale. This role reports to the Head of Sales and operates with significant autonomy and authority. It is not a support function — it is a strategic leadership position with direct impact on revenue, operational efficiency, and ABL’s long-term competitive positioning. What You Will Own Sales Infrastructure & Standard Work • Design and implement the full operating framework for ABL’s sales organization — from lead to close to post-close handoff, • Define role-specific standard work for every layer of the sales organization: Loan Officers, Branch Managers, Regional Directors, Sales Assistants, and Inside Sales, • Build and maintain playbooks that capture best practices, codify expectations, and make institutional knowledge transferable and scalable, • Establish operating cadences at every level — daily activity standards, weekly reviews, monthly performance cycles — and hold the organization accountable to them, • Identify where process gaps are causing revenue leakage or execution inconsistency and fix them CRM Ownership & Data Integrity • Take full ownership of HubSpot as the system of record for all sales activity — pipeline, deal data, contact records, and reporting, • Establish and enforce pipeline definitions, deal stage standards, and data entry requirements across the organization, • Build accountability structures that ensure data quality is maintained, not just corrected after the fact, • Own lead routing, attribution logic, and dispute resolution — these must be clean, documented, and not subject to interpretation, • Partner with Technology on CRM integrations, enhancements, and rollouts; serve as the business-side decision-maker for all Sales Ops–related system changes Technology Launch Ownership • Serve as the business owner for all technology launches that touch the sales organization — not a reviewer or a stakeholder, but the accountable party responsible for readiness, adoption, and outcomes, • Own the sales-side launch plan for any platform rollout: user readiness, training, workflow integration, data migration, and go-live validation, • Ensure that no technology goes live for the sales team without a clear operating model in place for how it will be used, measured, and supported, • Partner with Technology leadership during build and configuration phases to represent the sales organization’s operational requirements — and hold vendors and internal teams accountable to delivering against them, • This accountability extends across all platforms — LOS, servicing systems, borrower and broker portals, internal tools, and any future technology investments that affect how the sales team operates, • Post-launch, own adoption monitoring and course-correction; a successful launch is measured by utilization and outcome, not go-live date Reporting, Analytics & Forecasting • Build and own the reporting infrastructure that gives sales leadership, Finance, and the CEO real-time visibility into pipeline health, production, and team performance, • Develop and maintain forecasting models that produce reliable, branch-level projections — not approximations, • Track and report on KPIs across all sales roles and tiers: pull-through, conversion, pipeline aging, fallout, cycle time, and volume, • Surface insights proactively — the expectation is that leadership learns about problems from this role before they become crises, • Own the monthly sales reporting package delivered to Finance and the CEO Branch P&L & Financial Alignment • Lead the build-out of branch-level P&L reporting in close partnership with Finance, • Develop the tracking infrastructure, data inputs, and reporting cadence needed to make branch economics visible and actionable, • Serve as the operational bridge between sales production data and financial performance analysis, • Support Finance in building the model that enables ABL to evaluate branch and regional profitability consistently Team Leadership & Development • Hire, lead, and develop the Sales Operations function as it grows — beginning with the Sales Operations Manager (L5/L6) and expanding as the business scales, • Set clear expectations and performance standards for the Sales Ops team; model the discipline and rigor expected across the sales organization, • Build a team culture grounded in accuracy, accountability, and proactive problem-solving, • Develop internal talent and create a function that grows in capability alongside ABL’s growth Cross-Functional Leadership • Serve as the senior Sales representative to Operations, Underwriting, Finance, and Technology on process, systems, and performance matters, • Drive resolution of cross-functional friction that slows deal progression or creates execution inconsistency — at the root, not the symptom, • Participate in and influence product and technology governance decisions that affect the sales organization, • Partner with the Head of Sales to translate strategic direction into operational reality; serve as the operational counterpart to sales leadership’s market-facing work What Success Looks Like Within the first 90 days: • A clear-eyed diagnostic of where the gaps are — systems, data, process, and people — with a prioritized action plan presented to the CEO, • Active relationships with the Head of Sales, Finance, Operations, and Technology leaders, • HubSpot audit complete with a data remediation and governance plan in motion Within the first 6 months: • Core playbooks drafted and in use for at least three sales roles, • Sales reporting package live and actively used by leadership for decision-making, • Pipeline data materially cleaner with accountability structures in place, • Forecasting template functioning and producing reliable inputs to Finance Within the first year: • Full operating framework in place across all sales roles and regions, • Branch P&L infrastructure built and in active use, • Sales Ops recognized internally as a trusted, reliable, and indispensable partner, • The function is staffed, structured, and operating with the independence appropriate to an L7 owner Qualifications • 8+ years of progressive experience in sales operations, revenue operations, or a related function — with at least 3 years in a senior leadership capacity, • Demonstrated track record of building sales operations infrastructure from an early-stage or underdeveloped state, • Deep HubSpot expertise: pipeline governance, workflow automation, reporting, data quality, and CRM administration, • Strong command of sales forecasting, dashboard development, and performance analytics, • Experience leading and developing a team, with the ability to hire, onboard, and grow talent, • High proficiency in Microsoft Excel or Google Sheets; familiarity with BI tooling a plus, • Experience working cross-functionally with Finance, Technology, and Operations leadership, • Exceptional communication skills — able to translate complexity into clear guidance and present credibly to senior leadership, • Highly organized with strong follow-through and the instinct to close loops, not just open them Preferred Qualifications • Background in hard money lending, bridge financing, private lending, or mortgage, • Experience building or managing branch-level P&L structures, • Exposure to scaling a sales organization through a PE-backed growth phase, • Experience with process improvement methodologies and change management

Job Description Solve Finance is a new debt advisor transforming an industry built on confusing the end user. We aren't your typical “fintech” company: we’ve built an app that works on behalf of the 99%, recommending the best actions to take for a user whatever their financial goal. And we recently launched lending and rent-reporting in our little app. We make better borrowing easy. We are currently seeking someone who straddles both the sales and marketing worlds to lead inbound and outbound communications for all new & prospective borrowers. This is not general customer service – this is helping the segment of users who have funded loans with us be successful, making offers and helping cut deals when times are tough, congratulating when times are good, and helping with budgets and leveraging our other in-app features all the time. We use intercom, customer.io, (keying off of Segment), and are moving to a new integrated loan management system. You’ll set, maintain, and improve SLAs and metrics related to loan performance. Identify and help resolve bugs or improve features. We are open when it comes to the exact level of experience for this position– we are looking for high horsepower candidates who enjoy using their skills for problem solving on meaningful work. Join us in delivering over $100 billion/year of over-spending and mistakes with credit products back into the pockets of US households. This is an opportunity for the right candidate to develop the position and build their future with our organization. Our values drive our interactions with our users and the product we build: · Transparency · Be smart, get smarter. We learn by taking initiative and failing · Mutual accountability. Personal responsibility and credibility · Encourage discussion to problem solve · Take our mission seriously and ourselves lightly Requirements · Initiative is a must! You're a self-start, hungry to learn and share in win-win goals for you and the business · Reliable - you're a person the teams around you can and do depend on · Online Sales or Marketing experience across multiple communications channels (chat, sms and email) · Good communicator and you enjoy writing in sales, marketing or business environments · Experience testing and innovating to deliver better business outcomes. · Experience using systems for customer contact and outreach (LMS, CRMs for ad-hoc or systematic communications) and automating tasks to make your life easier · Ability to follow direction & receive constructive feedback · “Never stop learning” mindset, start-up level ownership of processes and outcomes, and well-practiced at balancing quality with urgency · Cross functional collaboration. · Team-focused attitude · Compliance & Regulations: Maintain strict compliance with all regulations and requirements. Preferred Qualifications · Experience with Lifecycle Marketing · Experience in payments, financial products or household finance · Experience in a compliance-rich environment. Experience developing and maintaining policies and procedures. · Experience in loan servicing · Mentoring, leadership experience · Payment Expertise: Act as the primary functional expert on all payment-related services. Possess deep knowledge of the payments industry, including mobile payment systems, Card Networks, Settlement processes, procedures, and Rules. Benefits Solve is partnering with Franklin Credit Management Corp. to hire for this on-site position in Jersey City, NJ. We work to lead on equity participation, and we’d love to find someone who thinks of themselves as an owner rather than an employee. We love team players! The salary range for the position is $50K to $60K depending on level of experience and overall fit for the position. There are also opportunities for monthly incentives and annual bonuses. We offer 401k, health, vision, and dental insurance as well as generous paid-time-off package We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, or basis of disability or any other federal, state or local protected class. Job Type: Full-time Benefits: · 401(k) · Dental insurance · Health insurance · Life insurance · Paid time off · Vision insurance Work Location: In person Company DescriptionFranklin Credit is a mortgage servicing company that has been in business for 30+ years with a special niche in second mortgage markets. We have recently expanded our products to consumer loans and are looking for the right team members to help us help consumers build their credit.Franklin Credit is a mortgage servicing company that has been in business for 30+ years with a special niche in second mortgage markets. We have recently expanded our products to consumer loans and are looking for the right team members to help us help consumers build their credit.

Job DescriptionDescription: About Us: As a leading federally chartered mortgage bank, we operate across all 50 states, providing top-notch financial solutions. We are committed to empowering our clients and team with unparalleled service and support. Position Overview: We are seeking seasoned Senior Mortgage Bankers with a proven record of success and a high level of financial motivation. This role is ideal for professionals aiming to earn $150,000 or more annually, who have demonstrated stability in their career path—typically having held three or fewer positions in the past five years. What We Offer: • Extensive marketing strategies with significant investment, eliminating the need for self-generated business., • Detailed sales processes to guide you to success., • Best in industry compensation structure for bankers provided with leads., • Comprehensive training program designed to expedite your earnings., • Access to cutting-edge AI tools to enhance business generation., • Federal charter allowing operations across all 50 states., • Experienced in-house operations staff for seamless Processing, Underwriting, and Closing., • Quick loan closing times, with a goal of 35 days or less., • Specialization in VA lending, FHA, jumbo, and conventional loans., • Remote working environment with abundant support staff., • Ongoing coaching and training from top industry sales leaders. Key Responsibilities: • Originate loans across the United States without the need for state-specific licenses., • Leverage our comprehensive systems to connect with clients., • Collaborate effectively with team members and Operations partners., • Utilize our vast marketing resources and in-house systems to drive success., • Manage time efficiently to handle a high volume of inbound leads.Requirements:, • Proven experience and success as a mortgage banker., • No more than three different job roles within the last five years., • Highly motivated by financial success, aiming for $150,000+ annual earnings., • Strong work ethic and ability to quickly learn new systems., • Excellent interpersonal and communication skills., • Comprehensive knowledge of current loan guidelines and procedures., • VA and FHA lending experience strongly preferred., • Favorable credit and background check. Veterans are strongly encouraged to apply. How to Apply: Please use the link to apply and include your resume and a brief cover letter explaining your interest and experience. We can’t wait to see how you’ll shape the future of mortgage banking with us! The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job Description We are seeking dedicated, experienced New York licensed Attorneys to join our S&E team. The position is based in our Northern New Jersey office, with responsibilities extending throughout the State of New York. Fully remote opportunities may be available for the right candidate. Attorneys are responsible for overseeing all aspects of mortgage and lending client case portfolios from assignment to conclusion. Duties & Responsibilities: • Drafts legal pleadings, notices of hearings, motions, and orders., • Researches and analyzes statutes, judicial decisions, legal articles, codes, and the like., • Updates case management system in a timely manner to ensure data integrity., • Travels to court for court appearances. Attends both routine and litigation hearings as well as settlement conferences, oral arguments, and other court appearances as necessary., • Communicates and collaborates with clients, internal staff, and others to ensure effective case management., • Identifies legal issues / items which require additional review., • Establishes a strong follow-up system to ensure deadlines are met for various pleadings that must be served and filed., • Prioritizes and manages a high volume of files with great accuracy and attention to detail., • Manages own caseload with accuracy and attention to detail., • Reviews case work prepared by paralegals and corrected as necessary., • Other duties as assigned. Qualifications • J.D from an ABA accredited law school, • New York State Bar Admission, active and in good standing, • Minimum 3 year’s experience in New York practice. New York procedural experience and knowledge of the NYCPLR, RPAPL and RPL, • Willingness to travel to Court as needed, • Litigation skills including drafting motions, opposition, replies, conducting oral argument, deposition, traverse hearings and bench trial, • Substantive experience in mortgage default, appellate practice and/or eviction with lenders and mortgage servicers in the State of New York preferred., • Experience in client systems used in default services, such as Black Knight., • Previous experience with electronic case management systems, such as CaseAware., • Knowledge of laws related to practice areas, legal codes and court procedures., • Outstanding written and oral communication skills to communicate with other attorneys, staff and clients., • Must have outstanding interpersonal skills, and able to positively interact and collaborate with clients and employees at all levels., • Must be flexible, self-directed, and motivated., • Outstanding organizational skills., • Ability to handle a large volume of cases, • Proficient in Microsoft Office products, such as Outlook and Word, • Valid Driver’s License Benefits: An origination incentive of 20% included for any additional business brought into S&E. Physical Demands: The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is usually required to talk, hear and walk, occasionally required to stand and lift and frequently required to sit, reach with hands, talk and touch. Specific vision abilities required by this job include close vision and ability to adjust focus. Requires the ability to drive to court appearances, etc. Work Environment: The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of the job, the employee is usually in an indoor office environment. The noise level in the work environment is usually moderate.

Originates first mortgage loans, promotes the financial institution and lending services to the real estate community and helps identify and serve the community's financial needs through home loan counseling, real estate agent seminars and sales meeting, and by participating in and promoting the ins

Position Overview: 11 Mortgage is a dynamic lending community founded on customer centricity, and our Third Party Originations provide our customers with more home financing options.The Wholesale Account Executive is responsible for sourcing, building, and maintaining strong relationships with mortg

By offering unparalleled customer service, innovative technological solutions, and charitable initiatives, they established a mortgage lending bank that has successfully funded billions of dollars in loans based solely on their reputation and word-of-mouth recommendations. Leading Mortgage Technolog

Private Mortgage Banker (SAFE). Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales fu

Ideal candidates for this position have a proven track record of building and scaling sales organizations, the ability to work across organizational boundaries, and proven knowledge of mortgage lending compliance and regulatory requirements. Extensive knowledge of broker channel dynamics and the com

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

We are seeking a highly experienced Data Analyst with over 7 years of expertise in the AML domain.The ideal candidate will have a strong background in both business and data analysis, with hands-on experience in AML in Transaction Monitoring projects.This role requires a deep understanding of data a

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Customer Service Representative - State Farm Agent Team Member.As a Customer Service Representative - State Farm Agent Team Member with Diane Smith - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency.Your atten

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.Establish customer r

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Account Representative - Marc Hughes State Farm.Are you bilingual Spanish speaking, outgoing, and customer-focused? Do you enjoy working with the public? If you answered yes, working for Marc Hughes State Farm may be the career for you!.No insurance experience needed.Establish customer relationships

Customer Service Representative.Are you the go-to person for solving problems and making people's day better? Do you love connecting with others and delivering top-notch service? If so, we want YOU on our team! As a Customer Service Representative with Tawanda Jackson - State Farm Agent, you'll be t

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Work at Home Data Entry Clerk - Part Time (Side Gig).We are looking for people who are motivated to participate in paid research across the country and local areas.Join This Work from Home USA Market Research Panel Today.You have two options when it comes to paid research: you can either take part i

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Customer Service Representative Ces.Customer Service to work in our fast-paced office dealing with the Import community.Servicing customers via phone and emails to provide most current information and problem solving.Responsible for data entry into Safeway's Transportation Management System (Trinium

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

State Farm Independent Contractor Agent Position.Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance an

Dollar Express Customer Service Representative.As a Dollar Express Customer Service Representative you will be responsible for providing exceptional service to our customers.Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions, and answerin

Customer Service Representative.Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company

Customer Service Representative.We are currently seeking a reliable and safety-conscious Customer Service Representative to join our team.The CSR will be required to perform computer inventory control for Customer owned computer systems, use proper phone and email etiquette, and conduct office dutie

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Customer Service Representative.We are seeking a Customer Service Representative to assist clients with travel planning, reservations, and overall support throughout the booking process.This role involves helping clients explore vacation options, answering questions, and coordinating travel arrangem

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Westfield Vet Group; Westfield Location Client Service Representative.Westfield Veterinary Group is a multi-doctor practice that offers our employees a wide array of opportunities to grow in this field.We work with each employee to find the coveted "work-life balance.We pride ourselves for the great

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese