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Sales Representative – Remote Annual Compensation • Part-Time (25–30 hrs/week): $30,000–$60,000+, • Full-Time (30–35 hrs/week): $80,000–$180,000+, • Agency Owner Track: $200,000–$500,000+ This position entails extensive training, mentorship, leadership development, and unlimited income potential with a performance based compensation structure geared towards individuals motivated by not only helping our clients but also earning a multiple six figure income. About the Opportunity The Edson Agency, part of Symmetry Financial Group, helps families protect their homes and financial futures through mortgage protection, life insurance, retirement solutions, college savings strategies, and debt elimination programs. We work exclusively with warm, inbound, exclusive leads—no cold calling What You'll Do • Respond to client inquiries, • Conduct phone and virtual appointments, • Recommend financial protection solutions, • Follow a proven sales and leadership development system What You Need • Strong work ethic and growth mindset, • Reliable internet, smartphone, and computer/tablet, • Life & Health License (can be obtained after hire) No experience required. Ongoing training, mentorship, paid travel incentives, and leadership advancement available No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

Company Merchants Mortgage & Trust Corporation (“MMTC”) is a private real estate lender headquartered in Denver, Colorado. MMTC specializes in short term residential bridge loans for Fix & Flip investors, commercial loans, construction loans and rental property loans. MMTC was acquired by KKR, a leading global investment firm, in 2022. Location: This is a remote role, but applicants must reside in/near Seattle. Compensation: 150k/ year to 250k/ year (base + commission) Role Summary/Purpose The Loan Originator will be responsible for sourcing, vetting, fostering, and closing relationships for Merchants Mortgage & Trust’s various Bridge Loan programs. Candidates should have relevant experience in providing builders with Bridge financing and should have relationships with loan borrowers active in the residential real estate Fix & Flip & Ground Up construction space. Candidates should be highly motivated, have strong communication skills and the ability to thrive in a competitive yet rewarding sales position. Responsibilities • Identify, develop, and close on prospective bridge loan borrowers, • Cultivate and maintain strong business relationships with borrowers, • Obtain all required paperwork and financial information from perspective borrowers, • Report business development and sales activity, • Meet with new and existing prospects, • Help develop and execute business plans with thorough market and competitor analysis Other Responsibilities/Qualifications • Excellent communication skills (written and verbal), • High motivation and a proactive mindset to understand problems, offer solutions, build relationships and work through institutional decision-making, • A collaborative approach to getting work done, • Team-player orientation, • Critical thinker regarding risk and quality of assets being originated, • Ability to work in a high volume, fast-paced environment and successfully meet established deadlines, • Ability to work independently and be self-motivated with measurable results, • Proficient in: Microsoft Excel, LinkedIn & LinkedIn Navigator, Teams Eligibility Requirements • Bachelor’s degree required, • 2 or more years of experience originating bridge loans and a minimum monthly self-sourced pipeline of $3m, • Established book of business, • Excel, Word and basic computer skills What We Offer • Competitive Salary, • Competitive rates and products, • Full operations support, • All necessary equipment provided to work remote or in office, • Benefits package including Medical, Dental and Vision Plans, Life Insurance, Short-Term & Long-Term Disability, 401K with Company Match Other • Must be authorized to work in US

Are you intrigued by the thought of revolutionizing a trillion-dollar industry? Do you want to be part of a cutting-edge company that is customer-obsessed? A company growing at lightning speed that is full of career growth opportunities. If so, we are seeking smart, customer-focused, and energetic professionals to join our team to help us to the next level of excellence! Who is OS National LLC.? OS National LLC is a Title and Escrow company that focuses on providing boutique service on a national platform. Our delivery solutions include a full complement of origination and default services directed at leading national mortgage originators and servicers. We offer a centralized, single point of contact which creates efficiency throughout our process and reduces operating costs for everyone involved. We are part of the Opendoor family, revolutionizing the home buying experience. OS National is a place where you can begin your career AND expand your professional development. We appreciate different points of view and understand that appreciation leads to innovation. We want to partner with you to grow your career because we understand that our business benefits when your career expands and blossoms. WE BELIEVE IN: Kindness. Appreciation. Growth. Respect. Responsible for timely and accurate support of the escrow process including, but not limited to, ordering, tracking, receiving, reviewing, and inputting data related to payoffs, taxes, assessments, HOAs, water, sewer, and other items for the purchase and refinance of real estate. Participates in learning and development activities to expand knowledge base. Review action lists and/or reports to prioritize work Order or source required data (HOAs, payoffs, utilities, taxes, assessments, etc.) Enter amounts, paid-through dates, and other required data points for each item Add payoff and HOA information to the prelim/title commitment as it becomes available Follow up with third parties for items not received by the due date and reorder expired items Follow up with Pre-Closer/Escrow Assistant or Escrow Officer on information sheets and missing data Communicate with Escrow teams on file issues and needed corrections Use internal systems (ResWare, Outlook, shared inboxes, spreadsheets/reports) to manage daily work Other related duties as assigned or requested Communication: clearly shares information in writing and verbally Detail orientation: catches small errors and keeps work accurate Organization: manages multiple files/queues without losing track of items Comfort with numbers: works confidently with fees, payoffs, and basic calculations Technical ability: learns and navigates multiple systems (ResWare, web portals, dashboards, spreadsheets, email tools) and follows written SOPs/job aids Forward-thinking and AI-friendly: open to trying and adopting new tools (including AI) to make work faster and more accurate Ownership and agency: takes responsibility for their queue, keeps work moving, and raises blockers early Problem-solving mindset: digs into issues, brings problems with proposed fixes, and looks for ways to cut rework and prevent repeat issues High school diploma or GED required Bachelor’s degree preferred but not required Experience in a high-volume customer service, financial services, mortgage, or title/escrow environment preferred Experience using technology and multiple applications to manage work is a plus Work Schedule Candidates may be asked to work one of the following shifts (all times Eastern): 8 hour shift ending at 6:30 PM 8 hour shift ending at 7:30 PM We may offer remote flexibility for candidates who can support a shift ending at 8:00 PM, based on business needs and manager approval. Why choose OS National? OS National offers its employees a comprehensive suite of benefits that include: • Medical, dental, and vision insurance health benefits, • Competitive compensation, • Benefits effective on 1st day of employment, • Volunteer time off and much more! OS National is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, age, pregnancy, genetic information, citizenship status, or any other characteristic protected by law.

The Marketing Systems Administrator’s primary role is to leverage all available tools and resources to support loan officers in their day-to-day marketing activities, particularly optimizing the use of Total Expert, the company’s CRM platform. The Key Mortgage Services Marketing Systems Administrator reports to the business unit’s Senior Director of Marketing and works closely with members of the organization’s Business Intelligence and Strategic Growth departments. This can be a fully remote or hybrid role based out of our Schaumburg, IL office. • Provide administrative support to the Marketing and Sales departments using platforms like, Total Expert, WordPress, MAXA, Facebook, Instagram, LinkedIn, YouTube, RatePlug, Google Business, multiple review sites, and Testimonial Tree., • Optimize the use of the company’s CRM, Total Expert, by obtaining an expert-level of knowledge about the system., • Serve as sole administrator of Total Expert within Key Mortgage, • Use the platform to help achieve specific company goals and objectives, • Play key role in leading projects related to launching new functionality and data enrichment within the platform serving as the primary contact between internal departments and vendor, • Build emails and program logic around email campaigns within the system, consider how each campaign will impact other email campaigns; test, launch, and train sales team, • Train loan officers on the system when they join the team and regularly as new features are introduced, • Provide reports on use and effectiveness of the system to help identify where the business is not meeting its goals, • Provide regular briefings on newest functionalities within the system, • Hold regular status meetings with the vendor and suggest new features based on Key Mortgage’s unique business, • Stay apprised of other vendors in the market, • Post daily to corporate social media accounts and monitor results., • Serve as a resource to sales team members when they run into functionality issues within marketing platforms., • Manage loan officer marketing onboarding., • Manage content changes to corporate websites., • Provide regular reporting on systems usage, orders, reviews, and Google Analytics for analysis and further optimization., • Bachelor’s degree in a related field is required, • 2-4 years of related work experience, • Excellent communication skills, both written and oral, • Strong interpersonal and customer service skills, • High attention to detail and experience with proofing and quality assurance, • Demonstrate a high level of initiative, and be able to work just as well independently, as well as in a team environment, with minimal direction, • Highly technical, with high degree of proficiency with Word, Excel, PowerPoint, and the Google Suite, • Basic HTML and CSS skills and an understanding of information systems required, • Experience with Google Analytics, • A team player, who is able to contribute by developing relationships, cross-training, and being able to back up other team members as needed, • Process oriented and very quality-minded, • Proactively seeks opportunities to increase knowledge, skills, and abilities, • Experience with Instagram, Facebook, LinkedIn, and other relevant social media platforms, • Ability to handle stressful situations and multiple deadlines under pressure, • Well organized with strong prioritization and project management skills, • Exceptionally positive attitude, and a desire to join a company with a culture driven by empowerment, support, and collaboration, • Medical, • Dental, • 401k with match, • PTO, • VTO

Digital Marketing Manager - Remote Position Summary: MeridianLink is seeking a Digital Marketing Manager to support the execution and optimization of paid digital programs across our B2B Mortgage and Consumer segments. This role sits on the Demand Generation team and focuses both on strategy and hands-on campaign management, performance optimization, and reporting across core paid channels. The ideal candidate is data-driven, eager to learn, and comfortable working cross-functionally to support pipeline growth. Key Responsibilities • Execute and optimize paid media campaigns across search, social, display, and ABM platforms to support demand and pipeline goals • Develop and execute segmentation strategies, including account-based marketing programs (e.g., 6sense or similar tools) • Manage day-to-day campaign setup, optimization, and performance monitoring across platforms such as Google, LinkedIn, Meta, YouTube and Display (e.g. 6Sense) • Plan, forecast, and manage budget allocation and pacing to ensure efficient spending, • Inform channel mix decisions and develop paid media strategy to maximize pipeline and ROI., • Test and evaluate new channels, formats, and tactics to improve efficiency and results, • Partner with Campaign Managers, Product Marketing, Creative, SEO/Web, and Marketing Operations to ensure paid media aligns with campaign objectives • Manage relationships with industry publications and media partners, owning sponsorship strategy, negotiating placements, and reporting performance • Analyze and report on campaign performance, sharing clear insights and optimization recommendations • Establish and maintain accurate conversion tracking and attribution across paid platforms (LinkedIn, Google, 6sense) in partnership with Marketing Operations Qualifications & Experience • 2–4 years of experience in B2B digital marketing, paid media, or demand generation, • Bachelor’s degree in Marketing, Business, Communications, or a related field, • Hands-on experience with LinkedIn Ads and at least one additional paid platform (Google Ads, Meta, or programmatic) • Familiarity with ABM platforms such as 6sense (or similar), • Experience working with budgets, performance metrics, and campaign reporting, • Strong analytical skills and comfort working with data and dashboards, • Exposure to marketing automation and CRM platforms such as HubSpot and Salesforce, • Detail-oriented with strong organizational and time management skills, • Ability to balance learning strategy with hands-on execution in a fast-paced environment, • Clear written and verbal communication skills

At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do. The Senior Product Manager plays a pivotal role in driving the optimization of growth funnels and data-driven user experiences within our Consumer Lending vertical. This role is specifically focused on scaling our paid and organic acquisition loops and maximizing funnel conversion for our Mortgage and Personal Loan products. The ideal candidate brings deep expertise in performance marketing, digital funnels, and consumer finance, working collaboratively to execute strategies that bridge the gap between marketing spend and product engagement. This is a high-impact role for a PM who thrives on hands-on execution and data-driven experimentation. Rather than managing the entire vertical end-to-end, you will focus on developing and executing product roadmaps that optimize the performance marketing engine and landing page experiences. You will collaborate closely with Engineering, Data Science, and Performance Marketing to ensure our technical roadmap fuels top-line lending growth. By partnering with our in-house mortgage brokerage and third-party lenders, you will ensure a seamless hand-off from click to funded loan, continuously monitoring performance metrics to ruthlessly optimize for user conversion and business efficiency. This role reports to the Senior Manager, Engineering. Dynamic Landing Page Engines: Developing data-driven, personalized landing pages that automatically adjust based on a user’s credit/financial profile or search intent. Digital Mortgage Application: Partnering with our in-house brokerage to build a seamless, self-service digital application flow that allows users to move from "searching" to "submitted" with minimal human intervention. Paid Funnel Efficiency: Collaborating with the Performance Marketing team to build "experiment-first" funnels that lower CAC through rapid UI/UX iteration. Conversion Excellence: Lead a rigorous "test and learn" roadmap across our lending funnels, using A/B testing and behavioral analytics to optimize user engagement. Growth Integration: Partner with Marketing and SEO to ensure our product experience is deeply aligned with acquisition strategies, maximizing the value of every website visitor.. Bridge Business & Tech: Act as the primary connective tissue between Engineering, Data Science, and Marketing to ensure our technical architecture supports complex growth logic. End-to-End Optimization: Own the digital-to-human handoff strategy, ensuring a seamless journey from a user's initial search to final loan fulfillment. LTV & Re-engagement Strategy: Build product experiences that maximize user lifetime value by intelligently re-engaging users through personalized "next-best-action" features and lifecycle triggers. Product Excellence & Domain Expertise: 7+ years of experience in product management, specifically focused on conversion rate optimization, ecommerce funnels, or performance marketing—ideally within fintech, lending, or mortgage sectors. Proven track record of managing high-traffic web experiences, with a deep understanding of how to bridge SEO and Paid Acquisition strategies with product-led growth. Demonstrated success in launching complex product initiatives that move the needle on core business KPIs like CAC, LTV, and Conversion Rate. Technical Proficiency & Analytical Rigor: Data-First Mindset: Expert-level experience with A/B testing frameworks, user research, and behavioral analytics (e.g., Amplitude, Tableau, Google Analytics, or similar) to drive iterative product improvements. Engineering Partnership: Highly comfortable working with engineering teams to define API integrations, technical workflows, and data orchestration between front-end experiences and back-end CRMs. TODO: SQL, snowflake Leadership & Strategic Communication: Exceptional ability to "connect the dots" across Engineering, Data Science, and Marketing, translating complex technical constraints into clear business outcomes. Proven ability to drive alignment and execution across cross-functional teams without direct authority, particularly in a fast-paced, candid environment. A passionate defender of the user experience who can balance empathy for the consumer with the commercial needs of a high-growth lending business. Preferred Qualifications: Experience in the financial services sector, particularly in consumer finance (mortgages, personal loans, or similar) Familiarity with regulatory considerations in consumer finance Exposure to data science or machine learning concepts in product development This role will be remote (based in the U.S.). We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family. Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?) Industry-leading medical, dental, and vision health care plans for employees and their dependents Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care Mental health support Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend) Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends) Have Some Fun! (Nerds are fun, too) Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities Hackathons and team events across all teams and departments Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match Plan for your future (And when you retire on your island, remember the little people) 401K with 4% company match Be the first to test and benefit from our new financial products and tools Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar Disability and Life Insurance with employer-paid premiums If you are based in California, we encourage you to read this important information for California residents linked_. NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment. NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this, as well as the Los Angeles Fair Chance Act, which requires this. NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see: E-Verify Participation Poster_) Right to Work Poster / #LI-Remote

About Orchard Orchard is radically simplifying the way people buy and sell their homes. For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty and hassle. Orchard has reimagined the end-to-end experience of buying and selling, from innovative home search tools to find the perfect home to the ability to buy a new home before selling your current one. Orchard customers manage the entire experience through a personalized online dashboard, while also getting the support of best-in-class Orchard real estate agents. Headquartered in New York City with teammates across the US, Orchard has 150+ full time employees and 400+ real estate agents (1099). We have financing from top-tier investors including Revolution, Firstmark, Accomplice, Navitas and Juxtapose, who have also backed the likes of Pinterest, AirBnb, Shopify and Sweetgreen. We're proud to have been recognized by Crain's, Inc. 5000, Glassdoor, Parity.org and Built In on their lists of best places to work. About the Role Orchard Mortgage is an affiliate of Orchard, fully dedicated to offering mortgage services to Orchard’s real estate customers to provide a seamless and delightful home buying transaction. Orchard Mortgage is an innovative environment, with a focus on constant improvement, transparency, and teamwork. We will provide you with leads from top producing agents in our markets. Your job will be to build excellent relationships with both Orchard Agents and Orchard customers, to win their future loan business through the services and offerings we provide (such as free refinances for life). You are not expected to bring your own leads but are welcome to bring your own leads and relationships as well and offer the same unique products and services we provide. This is a full time role that will report into the Mortgage Sales Manager. This is a remote position that will be expected to be based in either the Greater Seattle, DFW, Houston or Nashville area and available to attend agent networking events such as Orchard happy hours and agent training once a month. What You’ll Do Here • Consult with clients about current needs and financing solutions to help them achieve their financial goals including Orchard Mortgage’s unique offerings such as our Equity Advance loan, • Build great relationships with Orchard’s real estate agents and collaborate with them to create a great home buying experience for our customers, • Be “go to person” for all home financing related needs that our customers or agents have including being the expert on our Equity Advance loan and Move First offering, • Close a high percentage of captive leads and manage pipeline of at least 10-15 loans per month, primarily purchases with some refinances, • Work collaboratively with other teams across the Orchard ecosystem in Real Estate and Title Operations to provide the best customer outcomes, • Support weekend coverage once per month to ensure customers have the support they need even on weekends We’d Love to Hear From You if You Have: • At least 3+ years experience with lending experience and an active NMLS license or registered (Washington, Texas or Tennessee required), • Strong consultative sales skills to get our customers the best financial outcome and help them understand the programs available to them, • A passion for customer service and relationship building with keeping both our customers and agents in the loop on what is going on, even if that is after hours or on a weekend., • Deep knowledge of guidelines pertaining to Fannie Mae, Freddie Mac, FHA, VA with the ability to provide high quality pre-approvals/pre-qualifications (bonus if you also are familiar with common non-QM programs and reno/construction loans), • Technology savvy with the ability to learn and work with new systems especially as the mortgage world progresses. Preference for experience with Blend and Byte (or similar systems). #LI-Remote Orchard is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.

Full-time Description Junior Account Executive Remote Specific states of interest: Oregon About Newfi Lending Founded in 2014 and headquartered in Emeryville, CA, Newfi Lending is owned by Apollo Global Management, one of the largest private-equity firms in the world. As one of the largest non-QM lenders in the industry, we are passionate about offering innovative lending solutions to borrowers nationwide. Our proprietary loan programs and common-sense exceptions offer greater opportunities to qualify self-employed borrowers, real estate investors, or borrowers needing ways to access their home equity in our Wholesale, Correspondent, and Consumer Direct channels. We are looking for forward-thinking and dynamic professionals to be a part of Newfi’s story…apply today to join our team! The Role: This role is designed to be a trainee position for an Account Executive role. The Junior AE role will require that the Account Manager I duties have been satisfactorily performed. In addition to the Account Manger responsibilities, AE training will also be implemented during the Junior AE’s tenure with eventual succession into the Account Executive role (upon management discretion). Identifying and understanding the Client’s issue and needs in order to quickly escalate them over to the appropriate team to finalize the solution for the Client. Answering all inbound phone calls, e-mails, and chats that come into the Wholesale Sales Support team with a great attitude every time, ensuring our clients are left with a timely and memorable experience. Responsible for identifying and escalating each Client issue within the prescribed timeframe from when you receive it Clarifying the Client’s issue and tracking appropriately within our in-house systems. Simplifying Client issues and providing feedback to the appropriate team leaders affected by the issue at hand, in order to improve our client service and processes. Requirements Expected Requirements: • 2 years’ Mortgage Customer Service experience or service industry experience, • Successful track record with Customer Service, • Strong ability to remain calm and positive in stressful situations, • Resourceful when problem-solving and able to think outside of the box while following the process in place, • Ability to multi-task, prioritize, and quickly solve any problems that arise, • Know when to escalate an issue and to the appropriate team, strong skills in judgment calls, • Ability to simplify and include all details to provide appropriate feedback, • Proficient with the entire Microsoft Suite and LOS experience preferred Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce. Explore more about us: Disclaimer:The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. The Company reserves the rights to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles, as it deems necessary to meet the needs of the business. #LI-REMOTE

ABOUT US: Pinnacle Mortgage Corp. delivers top-tier financial services with competitive rates. Our mortgage professionals prioritize personalized attention, ensuring tailored financial solutions for purchasing a home, refinancing, or consolidating debt. Unlike larger nationwide mortgage firms, we prioritize the security and confidentiality of your information. Our trusted reputation in the community reflects our dedication to maintaining client trust and confidentiality. POSITION PROILE: We are currently seeking a Sales Manager to join the Pinnacle Mortgage Corp. team. As Sales Manager you will help grow and expand the Pinnacle brand into the Detroit MI market. At it's core this is a Producing role. In addition to managing their own book of business the Sales Manager will help the growth, operation and profitability of the assigned region. The Sales Manager plays a crucial role in driving loan production, ensuring compliance with regulations, and fostering a culture of excellence and team collaboration. Whether clients are purchasing their dream home, refinancing an existing loan, or consolidating debt, you and your team will leverage your expertise to find the right loan program at the lowest rates available in their area. RESPONSIBILITIES: • Originate Loan Application through referral sources, • Increase loan production of the region, in alignment with corporate objectives and targets, • Develop, support, train and mentor a team of loan officers, • Facilitate on-going training sessions for Loan Officers and other branch personnel, • Review score cards and production reports, identify areas for improvement to optimize business performance, • Monitor and develop KPI’s for team, • Educate team on new loan programs, terms, and rates available, ensuring they make informed decisions to best serve their customers, • Advise and assist Loan Officers on company policies and procedures as well as compliance requirements, ensuring adherence to regulatory standards and best practices, • Collaborate with internal teams, to expedite loan processing and ensure timely closings., • Maintain confidentiality and security of client information at all times, adhering to strict privacy policies, • Cultivate lasting relationships with clients by delivering exceptional service, • Stay abreast of industry trends, market conditions, and regulatory changes to provide accurate and up-to-date guidance to your team, • Participate in business development initiatives, networking events, and community endeavors to enhance visibility and generate new business prospects. WHAT YOU NEED TO BE SUCCESSFUL: • Must be a licensed Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS), authorized to conduct business in Michigan., • Bachelor's degree in Finance, Business Administration, or related field preferred., • Proven experience developing and leading high-performance sales teams within the mortgage industry., • Strong understanding of mortgage lending practices, regulations, and compliance requirements., • Excellent communication and interpersonal skills, with a client-centric approach to service delivery., • Detail-oriented with strong analytical and problem-solving abilities., • Familiarity with mortgage origination software and tools preferred., • NMLS licensing as required. WHY PINNACAL MORTGAGE CORP: Voted “BEST OF THE 603” Pinnacle Mortgage Corp. provides its full-time employees with an outstanding compensation and benefits package because we believe in valuing and investing in our team members. We understand that competitive compensation and comprehensive benefits not only attract top talent but also contribute to the overall well-being and satisfaction of our employees. By offering perks such as a company matching 401K plan, continuous training opportunities, and robust healthcare coverage, including Medical, Dental & Vision, we aim to support our employees' financial security, professional growth, and overall quality of life. Pinnacle Mortgage provides equal employment opportunities and non-discrimination for all employees and qualified applicants without regard to a person’s race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any characteristic protected under applicable law. Laborie is committed to providing access and reasonable accommodation in our services, activities, education, and employment for individuals with disabilities.

About the Underwriter position M2 Lending Solutions is looking for an experienced DE-certified underwriter with proven expertise to join our team! You will utilize agency and secondary market guidelines to provide pinpoint expertise for excellent customer service and sellable loans. This work includes providing clear notes and documentation for the processors to gather more information when needed, helping resolve investor suspenses on assigned undrewritten files, and utilizing outstanding problem-solving skills. Your work will contribute to the company’s reputation, profitability, and ability to provide a superior loan experience to our customers. Applicants MUST have FHA DE Chums number. This is a pay-per-file remote contract position. We expect our ideal applicant to underwrite a combination of 10-20 FHA and Conventional files for Colorado and Louisiana loans per month. If you enjoy supporting a team through your underwriting expertise and being compensated per file, we'd love to speak with you! Underwriter responsibilities are: • Underwrite loans following all investor, government, and agency guidelines, • Review loan information in Encompass and thoroughly review the AUS findings, • Analyze and calculate income, including the analysis of tax returns to calculate complex income for self-employed borrowers, • Complete all underwriting functions per various program requirements, company standards, and related legal and regulatory requirements, • Confirm documentation, reports, and files are complete and accurate, • Certify all conditions have been satisfactorily met before closing, • Exercise good judgment, issue quality decisions with little to no eligibility defect(s), • Maintain underwriting timelines to ensure all loan timelines are met, • Maintain current knowledge of underwriting requirements and policies, investor guidelines, and governmental guidelines, communicating changes and potential impacts on customer service and sellable loans to sales and operations teams, • Offer alternative solutions based on guidelines and experience, • Offer counter approvals, • Work with the Operations Manager to incorporate needed process changes based on guideline changes Underwriter requirements are: • 100% remote - Metro Denver residents have the opportunity to work from our Denver office when needed, • Must have FHA DE Chums number, • Must have CURRENT FHA underwriting experience within the last year, • 4+ years’ experience underwriting FHA and conforming loans, • 2+ years’ experience with non-agency jumbo programs, guidelines, and underwriting standards, • 2+ years’ experience working in Encompass, • Proficient in the guidelines and requirements of the FHA, FNMA, FHLMC programs, • Strong analytical, decision-making, and problem-solving abilities, • Excellent written and verbal communication skills, • High level of ownership and attention to detail, • Critical thinker, problem solver, and growth mindset, • Strong time-management and high-level organization skills, • Excellent time management and project management skills, • Good working knowledge of MS Office applications – Word, Excel, Outlook, Teams, • High school diploma or equivalent

At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking. With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them. Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending. We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home. Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality. At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors. Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us • Medical, Dental & Vision Insurance, • Health Savings Account (HSA), • Free Telemedicine access via Teladoc Financial Wellness & Wealth Building • 401(k) with 6% Employer Match — No Vesting Period., • Employee Stock Options, • Exclusive Employee Banking Perks, • 0% Financing for Employee Solar Loans, • Employee Only Mortgage Product with exclusive interest rates and terms., • 0% Financing for Eligible Electric Vehicles (EVs), • Referral Incentives Generous Paid Time Off • 2–4 Weeks of Vacation based on officer level plus additional tenure-based time., • 64 Hours of Paid Sick Time for all full-time employees. Protection & Peace of Mind • Company-Paid Life Insurance, • Short- & Long-Term Disability Insurance, • Voluntary Life, Accident & Critical Illness Coverage, • Employee Assistance Program (EAP) with free counseling, legal, and financial services. Now Hiring: Financial Planning & Analysis (FP&A) Analyst We’re looking for a Financial Planning & Analysis (FP&A) Analyst who will play a key role in supporting the bank’s financial strategy and decision-making processes. This position is responsible for budgeting, forecasting, financial modeling, and performance analysis to drive informed business decisions and ensure financial health. The FP&A Analyst collaborates with cross-functional teams to deliver actionable insights and recommendations to senior management. What You’ll Contribute as the Financial Planning & Analysis (FP&A) Analyst Financial Planning, Models, and Reports • Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning., • Prepare monthly, quarterly, and annual financial reports analyzing variances, trends, and key performance indicators (KPIs)., • Support budgeting and forecasting processes by gathering data, coordinating with business units, and ensuring accuracy and timeliness., • Conduct ad hoc financial analyses to support strategic initiatives, capital allocation, and cost management projects., • Monitor and report on the bank’s financial performance against targets, proactively identifying areas for improvement., • Assist with regulatory reporting and ensure compliance with internal controls and policies. Collaboration and Process Improvement • Collaborate with department heads to understand business drivers, risks, and opportunities, providing financial guidance as needed., • Participate in the development and implementation of financial systems and process improvements. What You’ll Leverage in this Role: Experience & Education • Bachelor’s degree in Finance, Accounting, or a related field., • 2+ years of experience in FP&A, financial analysis, or related roles. Strong plus if within banking or financial services sector., • Strong proficiency in Microsoft Excel, financial modeling, and data analysis. Experience with financial software and ERP systems is a strong plus., • High level of integrity and commitment to confidentiality., • Strong ability to explain complex financial concepts to non-financial stakeholders., • Excellent analytical, problem-solving, and quantitative skills. Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies and are an analytical thinker with a strong focus on data-driven decision making. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance. Master Communicator - Whether it’s in-person, on camera, phone, or chat — you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with stakeholders at all levels of the organization. Additionally, you masterfully build relationships and develop business with strong influencing and decision-making skills. Banking & Fintech Acumen- You are highly educated in financial products and services, applicable regulations and laws. You also possess strong overall business acumen and the ability to interpret financial reports and legal documents. Strong knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services is required. Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline your creative process. Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You’re dependable, communicate clearly and always happy to lend a hand where needed. What to expect from your physical environment • Remote role within the United States; Eastern Standard Hours., • Standard banking hours, with occasional overtime during peak reporting periods., • Occasional U.S travel for company events and leadership sessions., • Sustained standing and sitting., • Frequent communication (speaking and listening) in person, via email, text, phone, or video chat and use of PC., • Occasional lifting up to 20 lbs. Equal Opportunity Statement: At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans E-Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9

We are seeking motivated individuals for a full-time remote Entry Level Sales Manager position. This role combines operational oversight, leadership development, and client-focused service. You will help manage daily team functions, support performance goals, and uphold organizational standards while developing the skills needed to advance into higher leadership roles. This position is ideal for individuals who want a structured path into management, hands-on mentorship, and the opportunity to grow within a proven system. Responsibilities • Oversee daily team operations and ensure alignment with organizational goals, • Coordinate tasks and workflows among team members, • Provide training, coaching, and guidance as needed, • Conduct virtual appointments with clients to assess needs and present coverage options, • Help families protect income, mortgage, and final expenses, • Implement strategies to improve efficiency and team performance, • Communicate progress, challenges, and insights to upper management, • Participate in ongoing leadership and professional development, • Mentor and support new agents as you progress into leadership roles Compensation • Typical first-year earnings: $50,000–$70,000, • Weekly pay with performance-based bonuses, • Higher earning potential for top performers and those promoted into leadership Career Growth & Leadership Track This role is designed for individuals who want more than just a job. • Clear, structured promotion benchmarks, • Leadership training from day one, • Opportunities to advance into trainer, manager, and agency leadership roles, • Long-term income growth tied to performance and leadership—not seniorityQualifications, • Strong organizational and time management skills, • Excellent leadership and interpersonal abilities, • Effective written and verbal communication, • Basic understanding of operational systems and processes, • Analytical thinking and adaptability in problem-solving, • Proficiency with productivity tools and remote work platforms, • Previous experience or internships in management, administration, or related fields is a plus, • Coachable, self-motivated, and able to work independently, • Willingness to obtain a state insurance license (guidance provided)What We Offer, • 100% remote work from anywhere in the U.S., • Comprehensive training and ongoing mentorship, • Proven sales system and consistent lead flow, • No experience required — we train the right people, • Real advancement opportunities backed by a supportive leadership team

We are seeking motivated individuals for a full-time remote Entry Level Sales Manager position. This role combines operational oversight, leadership development, and client-focused service. You will help manage daily team functions, support performance goals, and uphold organizational standards while developing the skills needed to advance into higher leadership roles. This position is ideal for individuals who want a structured path into management, hands-on mentorship, and the opportunity to grow within a proven system. Responsibilities • Oversee daily team operations and ensure alignment with organizational goals, • Coordinate tasks and workflows among team members, • Provide training, coaching, and guidance as needed, • Conduct virtual appointments with clients to assess needs and present coverage options, • Help families protect income, mortgage, and final expenses, • Implement strategies to improve efficiency and team performance, • Communicate progress, challenges, and insights to upper management, • Participate in ongoing leadership and professional development, • Mentor and support new agents as you progress into leadership roles Compensation • Typical first-year earnings: $50,000–$70,000, • Weekly pay with performance-based bonuses, • Higher earning potential for top performers and those promoted into leadership Career Growth & Leadership Track This role is designed for individuals who want more than just a job. • Clear, structured promotion benchmarks, • Leadership training from day one, • Opportunities to advance into trainer, manager, and agency leadership roles, • Long-term income growth tied to performance and leadership—not seniorityQualifications, • Strong organizational and time management skills, • Excellent leadership and interpersonal abilities, • Effective written and verbal communication, • Basic understanding of operational systems and processes, • Analytical thinking and adaptability in problem-solving, • Proficiency with productivity tools and remote work platforms, • Previous experience or internships in management, administration, or related fields is a plus, • Coachable, self-motivated, and able to work independently, • Willingness to obtain a state insurance license (guidance provided)What We Offer, • 100% remote work from anywhere in the U.S., • Comprehensive training and ongoing mentorship, • Proven sales system and consistent lead flow, • No experience required — we train the right people, • Real advancement opportunities backed by a sup

Who You Are: You're an experienced QA professional with deep knowledge of the mortgage industry, particularly in loan origination. You know the ins and outs of platforms like LOS, pricing engines, or lock desk systems, and you’re confident in manually testing complex, business-critical workflows. You thrive in fast-paced environments and are eager to work alongside a team that values collaboration, precision, and continuous improvement. Your attention to detail ensures the delivery of high-quality, reliable software that supports the mortgage ecosystem. If this sounds like you, we’d love to connect. • Own the quality assurance process for mortgage-focused features, with a strong emphasis on manual testing of Loan Origination Systems (LOS) and related platforms., • Translate business requirements into clear and detailed test plans and test cases., • Collaborate closely with product managers, engineers, and stakeholders to understand workflows across loan origination, pricing, and lock desk operations., • Execute manual test cases and document outcomes thoroughly., • Identify, log, and track bugs to resolution using approved tools and processes., • Participate in Agile ceremonies including daily standups, sprint planning, and requirements walkthroughs., • Act as a champion for quality across the development lifecycle, especially where mortgage specific logic is involved., • 5+ years of experience testing web-based or SaaS applications, with a focus on manual testing., • Direct experience with mortgage platforms such as Loan Origination Systems (LOS), pricing engines, or lock desk tools., • Strong knowledge of mortgage workflows and business logic., • Ability to design, document, and execute detailed test cases aligned to industry-specific requirements., • Excellent communication and problem-solving skills., • Experience working in Agile product teams., • Experience at a SaaS fintech startup., • Exposure to or interest in contributing to test automation initiatives., • Bachelor's degree in Finance, Math, Economics, Computer Science, or a related field., • High Bar of Talent: Polly consistently performs in the top quartile of start-up companies, and we consider the people of Polly the engine helping us achieve success. Many candidates choose Polly because of the collaborative, smart, and fun people that work here. We strive to hire the best to continue to raise that bar, and <5% of those that enter the interview process are presented with an offer., • Disruptive Mission: Mortgage capital markets is historically an under-innovated space; Polly is committed to changing that. Our purpose-built platform has reimagined and reinvented the way that our lender customers operate. We are seeking passionate and driven builders who are not interested in accepting the status quo., • Individual Impact & Growth: Every day, the Polly team doesn’t just work—they contribute to our overarching mission. Individual impact is highly visible and everyone’s voice matters. You will have exposure to every level of leadership, cross-functional teams, and impactful projects, giving you a unique opportunity to build and hone your skills., • Hybrid Workplace with Innovation at the Core: Here at Polly, we believe in blending flexibility with in-person collaboration. With a hybrid model, our employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco (remote available for this role, hybrid strongly preferred), driving forward-thinking solutions and fostering teamwork., • Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions., • Comprehensive Health Coverage: Enjoy 100% company paid medical, vision, dental, disability, and life insurance, granting peace of mind., • Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy, because we trust you to balance work and life., • Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco., • Round 1- 30 minute 1:1 with a Polly Talent Team Member, • Round 2- 30 minute 1:1 with Polly’s Director, QA, • Round 3- 1 hour live 2:1 Assessment with Polly Sr. QAEs, • Round 4- 45 minute 2:1 with Polly Sr. SDETs, • Round 5- 45 minute 2:1 with a Polly Software Engineer + Product Manager, • Round 6- 30 minute 1:1 with Polly’s CTOLet's get to know each other. has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable and first-of-its-kind _ platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth. To learn more, or visit . Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Beware of recruitment scams impersonating the Polly brand or our employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at _. We care deeply about this network and your experience.

Responsive recruiter Benefits: • Servicing Leads, • Servicing Realtor Accounts, • Benefits Grouped Not Employer Matched, • Company Credit Card, • Bonus based on performance, • Employee discounts, • Profit sharing, • Signing bonus, • Training & development Position: Mortgage Lead & Realtor Account Representative (FULL-TIME) We’re looking for individuals who are passionate about success and love engaging with people over the phone. If you’re confident in your communication skills and ready to bring your best, we’d love to hear from you! 📢 Watch this video before filling out our form: 👉🏻 _ 👈🏻 COMPANY: ABOUT US: At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. We offer a systematic digital experience through our proprietary Roadmap to Home Ownership, powered by advanced AI technology, providing clear financial direction and personalized support. Our licensed Mortgage Loan Originators are dedicated to guiding clients every step of the way. WHY JOIN US? • Wholesale Mortgage Lender with Competitive Rates Proprietary AI Mortgage Solutions (Roadmap to Homeownership®) • Same-Day Approval Process 14-Day Close (Submission to CTC) Access to Over 30 Lenders, including Banks, Non-Qualified Lenders, Private, and Hard Money options • Aggressive Compensation Plan TAG TEAM NATION Marketing Machine and Virtual Assistants Support • Company-Discounted Licensing Renewals & Continuing Education Ongoing Personal and Group Training with a robust Learning Management System • Featured in Top Publications like Yahoo Finance and Scotsman Guide, • Ranked in the Top 1% of Loan Originators Nationwide POSITION SUMMARY: As a Mortgage Lead & Realtor Account Representative, you will manage inbound and outbound calls, engaging with clients and prospects nationwide. Utilizing cutting-edge AI technology and marketing tools, you will receive leads and inquiries, guide clients through their mortgage needs, and deliver essential information. Your role involves building and nurturing strong relationships, analyzing financial scenarios, and offering tailored solutions in a high-call-volume, fast-paced environment. While we provide leads and Realtor connections, we also encourage proactive efforts to grow your client base through exceptional service. Additionally, you'll be expected to attend open houses on weekends, with one weekend off per month. KEY RESPONSIBILITIES: (You Will Be Tested) Handle High Call Volumes: Manage a significant number of inbound and outbound calls from clients across the country. Time Management: Demonstrate exceptional time management skills (minimum 8/10 proficiency required—you will be tested). Provide Accurate Information: Offer clear, precise details on mortgage products and services. Client Engagement: Build strong rapport by actively listening and addressing client needs effectively. Mortgage Guidance: Assist clients with their mortgage inquiries, providing tailored solutions and options. Team Collaboration: Work closely with sales and loan officer teams to ensure seamless communication and process flow. CRM Proficiency: Utilize advanced CRM tools to maintain client records and follow up on leads efficiently. Tech Savvy: Prove your technical proficiency in tools such as Slack, Arrive, HubSpot, Outlook, Birdeye, Box, and others (testing will be conducted). Customer Service Excellence: Actively contribute to business growth through outstanding customer service. Follow-Up Skills: Adhere to company playbooks and weekly schedules; if follow-up is not an 8/10, do not apply. Loan Structuring: Engage with clients to identify suitable mortgage products, lock loans at the point of sale, and submit preliminary paperless loan packages. Compliance: Ensure adherence to 14-day close requirements and loan stipulations. Loan Types Expertise: Efficiently manage Conventional, VA, FHA, USDA, and other loan types (you will be tested). QUALIFICATIONS: Current, valid NMLS license or appointment in good standing. (2-Year Minium or do not fill this out) • Minimum two years of sales experience and at least two years as a Mortgage Loan Originator or related experience., • For newly licensed applicants, a minimum of five years of sales experience is required with a willingness to undergo a month of training., • Flexibility to work approximately 40-45 hours per week., • Excellent communication and phone etiquette skills., • Strong problem-solving abilities and attention to detail., • Ability to work efficiently in a fast-paced, high-call volume environment., • Experience in a call center or customer service role (mortgage or finance experience is a plus)., • Ability to build rapport with customers and provide a positive client experience., • A basic understanding of mortgage terms and products is an advantage. SELECTION PROCESS: • Initial phone conversation with our Recruiter., • Complete an assessment., • Testing*, • Zoom interview with a Team Leader and Administrative Staff., • Testing*, • Final interview with the CEO. TRAINING: • Mandatory two-week training period for all new hires. SCHEDULE: • Monday to Friday: 8:00 am to 6:00 pm, • Saturday: 9:00 am to 1:00 pm (Open Houses Must Attend 3 out of 4 weekends), • Closed on Sundays and Holidays. SUPPLEMENTAL PAY: • W-2 only, • Base and/or commission pay depending on the legal position. APPLY NOW! Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and take your career to the next level! Flexible work from home options available. Compensation: $60,000.00 - $250,000.00 per year Tag Lending Group is one of the most promising uprising mortgage companies in Florida, USA. The company's goal is to assist hundreds of families to achieve their goal of homeownership. Our mission is to assist and guide each and every borrower through our proprietary AI Mortgage Solutions/Platform. Our end goal is to create a Roadmap to Homeownership for everybody.

First things first… This is a 100% remote position (candidates must be based in the Philippines, Costa Rica, or Colombia). The current annual salary range for this position is $30k - $55k USD + bonus opportunity. This position will support our portfolio of internal companies that span across different industries (including mortgage compliance to HR/bookkeeping). However, the first year will be highly focused on our company:_. What You’ll Do We are looking for a process architect and operational leader, not just an assistant. You will serve as the strategic "Right Hand" to the Director. While the Developers build the technology, you build the business machine. Your mandate is to capture the Director’s strategy, map 90% of our business processes into scalable workflows, and manage the "Order Book"—our pipeline of scoped, revenue-generating projects. You are the "Head of the House" for Operations; you ensure the trains run on time, the documentation is version-controlled, and the Engineering team has clear, actionable requirements. Key Responsibilities A. Project Leadership & Accountability (The "When" and "Who") • The "Order Book": Maintain a rolling 3-month backlog of fully scoped projects. Ensure every initiative is "ready for execution" before it is assigned to the technical team., • ClickUp Governance: Act as the primary owner of the project board. Ensure every task has a clear "Definition of Done," an assigned owner, and a hard deadline., • Bottleneck Management: Proactively identify project stalls and follow up with stakeholders to ensure deliverables remain on track., • Meeting Facilitation: Lead team "Stand-ups" and retrospectives, immediately converting discussion points into trackable tasks. B. Business Analysis & Process Mapping (The "How" and "What") • Process Architecture: Interview SMEs and stakeholders to map current and "to-be" business processes using tools like LucidChart or Miro., • SOP Production: Translate complex technical workflows into clear, step-by-step documentation and Business Requirements Documents (BRDs)., • Version Control: Architect and maintain the internal Knowledge Base (Google Drive/Git), ensuring all SOPs are current and accessible in 30 seconds or less., • Continuous Improvement: Analyze existing workflows to propose efficiencies and AI-assisted improvements rather than just documenting the status quo. C. Systems Administration & Technical Integrity (The "Tool" and "Quality") • SaaS Administration: Manage the backend of our primary platforms (HubSpot, ClickUp, etc.), including user provisioning, permissions, and security settings., • Technical Quality Assurance (QA): Serve as the final gatekeeper for all new automations. Perform rigorous testing to ensure deployments match the established SOPs and do not disrupt existing logic., • Data Hygiene: Execute recurring audits of CRM data to maintain a "source of truth," merging duplicates and fixing broken properties., • Internal Support Triage: Monitor the systems support queue, resolving administrative requests and escalating high-complexity technical failures Requirements What Will Make You Successful • Experience: Minimum of 2 years in Operations, Project Management, or Business Analysis, ideally within a US-based SaaS or technology firm., • Tool Stack: Project Management: Experience ClickUp (or Jira/Asana). Documentation: Experience with Git/GitHub for documentation is highly preferred. CRM: Strong proficiency in HubSpot (Sales/Ops Hub). Mapping: Proficiency in LucidChart, Miro, or Visio. • Language: C2 Level English (Native/Near-Native fluency required for client-facing scoping). Critical Competencies • Process Obsessed: You see the world in flowcharts. You know the difference between a "process" and a "habit.", • Technical Fluency: You are not a coder, but you speak the language. You understand what an API is, you can navigate Git for documentation, and you can configure complex CRM settings., • Leadership Presence: You are comfortable "managing up." You can take a vague idea from leadership and turn it into a concrete plan without needing to be micromanaged., • Business Acumen: You understand that we are building a business, not just a department. You prioritize work based on ROI and business value., • Platform Mastery: Experience configuring project management environments (ClickUp preferred) and CRM backends (HubSpot preferred)., • Technical Writing: Proven ability to create high-quality, professional SOPs and technical guides for a US audience., • Remote Fluency: Minimum of 1 year experience working 100% remotely with a deep understanding of asynchronous communication., • AI Literacy: Demonstrated ability to leverage LLMs (Gemini, ChatGPT) to increase personal productivity and system efficiency. Atomus Core Value Alignment • Commit to Quality: You have an "acute attention to detail" and don't settle for "good enough.", • Create Solutions: When a process isn't performing, you don't just report it; you fix it., • Collaborate as One: You work seamlessly with our Sales and Operations teams., • Cultivate Raving Fans: You don’t just deliver a solution; you create an experience that empowers your colleagues, • Climb Higher: You are committed to constant professional and personal improvement. What We Do At Atomus Atomus — from the Latin word for “atoms,” the basic building blocks of the universe. At Atomus Partners, we’re the building blocks for growth. We step in as trusted partners to help small and mid-size businesses strengthen and scale their most critical functions — HR, Talent Acquisition & Finance/Accounting — so leaders can stay focused on what they do best: growing their business. We don’t just solve today’s challenges — we help our clients see beyond today, laying the foundation for long-term success and sustainable growth. Why Join the Atomus Team? Are you a process-obsessed operational leader who is ready to move beyond 'habits' to build a scalable business machine and bridge the gap between visionary strategy and technical execution? If so, join us! Working at Atomus means living and breathing our core values: Commit to Quality, Create Solutions, Collaborate as One, Cultivate Raving Fans, and Climb Higher. Here, you’ll do more than just “work a job” — you’ll solve meaningful problems, stretch your skills, and grow faster than you ever thought possible. One year at Atomus is the equivalent of three to five years elsewhere. We’re looking for people who are hungry to build, learn, and make an impact — not just clock in and out. We are more than just a firm; we are a community that has mastered virtual culture. We’ve always been 100% remote, maintaining a 70+ Employee Net Promoter Score. We host monthly virtual activities and wellness challenges. We offer a holistic environment with flexible PTO where we don't count days, and annual performance bonuses. If you share our values and are excited by the challenge of bridging the gap between risk and compliance, we’d love to hear from you.

Knock is redefining the home buying and selling experience, and we’re only getting started! We’re a passionate team of industry experts who knew there had to be a better, simpler way for people to navigate the journey between homes. That people-first mindset is core to how we operate, and why Knock has been honored as one of Inc.’s Best Workplaces six times in the past seven years. We bring that mindset into the work we do every day. The Knock Bridge Loan™ empowers homebuyers to ‘buy before they sell’, by unlocking the equity in their current home, giving them greater convenience, certainty, and competitiveness. Founded in 2015, Knock has grown into a trusted partner for thousands of homebuyers and a network of 60,000+ loan officers and agents across the country. Backed by top investors like Foundry Group, Trinity Capital, and the National Association of Realtors, we’ve built a reputation for innovation and trust, earning 900+ five-star Zillow and Trustpilot reviews and an A+ BBB rating. Join our growing team and help shape the future of homebuying! To learn more, visit _ We are seeking a sales-driven, partner-obsessed Account Executive to join our high-performing sales team. This role is ideal for someone with lending experience who brings strong outbound sales capability to generate new business for Knock. In this hunting role, you will be responsible for outbound sales and driving adoption of our first-of-its-kind Knock Bridge Loan™—a unique solution that enables homeowners to unlock the equity in their current home to purchase their next one. As an Account Executive (AE) at Knock, you will focus on outbound prospecting and partner enablement with lending and broker partners, driving loan application volume through consistent outreach, education, and relationship building. You will operate in a B2B2C environment and play a critical role in introducing the first-of-its-kind Knock Bridge Loan™ to new partners. Your work will directly support our mission to modernize the homeownership journey. • Execute outbound cold outreach to generate interest and convert prospects into active lending partners that drive loan applications, • Host regular meetings and training sessions with loan officers, team leads, branch managers, brokers, and agents to share updates, review performance, and optimize use of Knock’s offerings, • Consistently meet or exceed monthly goals for driving new business within an assigned territory, • Partner with lenders and brokers to drive new loan applications for Knock, • Lead operational and strategic initiatives that grow top-of-funnel activity and drive both new and repeat applications, • Achieve monthly loan application sales targets, with a minimum expectation of 70 applications per month, • Collaborate cross-functionally with internal teams to deliver a seamless experience for our partners and their customers, • Track, analyze, and report on key performance metrics including outreach activity, partnerships, leads, and loan applications, • Champion collaboration and foster a positive, team-oriented work environment, • Recent lending experience or an active NMLS license required, • Recent experience working directly with lenders, • Experience in SaaS sales is a strong plus, • Ability to execute cold outbound outreach and build a healthy sales pipeline, • Proven, measurable success in meeting or exceeding sales targets📈, • Creative and strategic thinker with a passion for growing partnerships and improving partner experiences, • Excellent communication, presentation, and interpersonal skills with the ability to confidently engage senior stakeholders🤝, • Performance-driven mindset with a focus on partner success, • Team-oriented attitude with a passion for supporting and uplifting others 💪, • Receptive to coaching and open to giving/receiving constructive feedback, • Ability to thrive in a fast-paced, ever-changing environment while managing multiple priorities, • Strong relationship-building skills rooted in trust and transparency 🤝, • A deep belief in fostering inclusive, equitable practices that reflect Knock’s core values 🌍, • Proven success in a fully remote, distributed team environment 🏡, • Experience: Minimum of 2 years of business development or growth experience, • Education: High school diploma or equivalent required 🖥️ Physical Requirements • Set up and constantly operate a computer, • Communicate and exchange accurate information to others via telephone or internet video applications The candidate must be able to perform the essential functions of the job, with or without reasonable accommodation. 💵 Compensation and Benefits Our Compensation Philosophy: As a fully remote (U.S.-based) workforce, our goal is to ensure that all Knockstars are fairly compensated. The salary range below is a good faith estimate for this position and is provided in accordance with applicable state and local pay transparency laws. The base salary range for this position is $55,000 - $60,000 USD. In addition, this role is eligible for an uncapped incentive plan (bonus). The on-target earnings (OTE) are $189,000 USD and are performance-based and not guaranteed. This position will expire on March 31, 2026. 💼 Offer & Employment Terms The actual offer, reflecting the total compensation package & benefits, will be at the company’s sole discretion, and determined by factors including but not limited to years of experience, job level, geographic location, and other relevant business considerations. The company also reserves the right to amend or modify this job description, employee perks, and benefits at any time. Employees eligible for bonus and/or commission will be provided details in the offer letter. ❓Why Knock 💡 Purpose-Driven Work: Your contributions will improve the homeownership journey for thousands of individuals and families. 🏡 Remote-First Flexibility: Work from anywhere in the U.S. with a flexible, people-first approach. 💙 Innovative Culture: Collaborate with curious, talented colleagues in a supportive, growth-oriented environment. To learn more about the culture at Knock, view our _. 🌎 Commitment to Inclusion: We are dedicated to creating diverse teams and an inclusive, respectful culture where everyone belongs. 🎉 Enjoying Life & Making an Impact 🪴 Since our founding in 2015, Knock has and continues to offer a 100% remote work culture 🏥 Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment 🧘 Flexible Paid Time Off for full time employees 👶 Paid parental leave for all full time employees: • 12 weeks paid parental leave for the birthing parent, • 6 weeks paid parental leave for the non-birthing parent 🎓 One thousand annually for professional development 🛡️ Life, AD&D and Disability insurance for full time employees 💰 401K (noncontributory by Knock) for all employees 💪 $75 monthly allowance for health & wellness 🏢 Up to $400 monthly for a co-working space for eligible employees 📶 $100 monthly allowance for home internet, mobile phone or other communication devices 🤝 $2,500 referral bonus for eligible employees ⚖️ Equal Opportunity Employer Knock provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws. 🛑 Internal Applicants If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. 🌎 Remote Culture & Company Mission We are proud to be a remote, distributed company with employees across 17 states and counting. This is an amazing opportunity to be an integral part of building a multi-billion dollar consumer brand in an industry that is long overdue for a new way of doing things. You will be working with a passionate team that is disrupting the status quo. Knock, and its subsidiaries, are committed to creating a diverse, inclusive, and equitable environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws. 📬 Recruiter Policy Please no recruitment firm or agency inquiries — you will not receive a reply from us. 📎 Application Tip PDF is our preferred format for resumes and any other attachments. Thank you! #LI-Remote

Responsive recruiter Mortgage Loan Officer – Wholesale Non-Delegated Lender Company: Tag Lending Group, LLC Location: Remote (Nationwide) Employment Type: W-2 Only Minimum Production: $1,000,000 funded monthly We Don’t Just Originate, We Automate. Let’s TAG TEAM This Deal. At Tag Lending Group, you’re not just another MLO. You're stepping into a platform built for performance, designed to help you win every deal, work smarter, and scale fast without friction. We give you a large sandbox of 60+ investors, pricing exceptions, direct lending relationships, and automation so dialed in, you’ll wonder how you ever closed loans before. About the Role This is not a retail branch job. It’s a direct pipeline into a non-delegated lending platform with pricing control, investor flexibility, and speed to close. If you're tired of bloated operations, capped comp, or fighting over rates, this is where you reset the game. Tag Lending Group gives you access to over 60 investors, full back-end support, automation that works for you, and tech that doesn’t just sit there, it closes deals. Why Join Us? 1. Access to over 60 wholesale investors – no overlays, no rate wars, just flexibility to win, 2. Exception pricing available through our investor network, You’ll NEVER Lose a deal again!, 3. Same-day approvals, 14-day closings from submission to CTC, 4. Proprietary Roadmap to Homeownership™ for a frictionless borrower experience, 5. Pre-underwriting, setup, and contract processing support included, 6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 7. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 8. Weekly playbooks and live coaching from producers who’ve closed $100M+, 9. Certified HubSpot Partner – your CRM, CMS, and automation is built with the #1 AI-driven platform in the country, 10. Total pricing flexibility: we DO NOT lose deals, 11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • Virtual Assistant support (automated text, email, follow-up) Compensation Plan 180 BPS on self-generated business (This is up to 225BPS depending on your Company Margin Agreement each quarter) 100 BPS on company-provided leads 70 percent of net on DSCR, Fix & Flip, and commercial • Paid on time, structured for scale, and compliant across all state and federal requirements Your Responsibilities • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Build your own book, your own systems, and your own Realtor referral machine, we help you set it all up Requirements • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook · Solid follow-up discipline (we expect 8/10 or higher) · Must be proficient with digital systems, including HubSpot, Arive, and Slack · Experience with purchase business preferred Where We’re Licensed: · We are currently licensed in: · Lender: FL, SC, TN, TX, GA, MI, NM · Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You don’t chase documents; our system handles it, • You don’t operate alone; our back-end team is always live, • You don’t compete against retail, you outperform it, • Your clients and Realtors will never get a better experience anywhere else, with our Red-Carpet treatment, Again Amazon, CLICK, CLICK, DELIVERED SAME-DAY! Our Core Beliefs We don’t wait for the industry to change; we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction 👉 Step 2: Complete the hiring assessment 👉 _ Step 3: Learn how we operate before speaking to our CEO 👉 _ _ Let’s TAG TEAM This Deal. Apply today and get the platform you’ve always deserved. This is a remote position. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. About Tag Lending Group Tag Lending Group is one of Florida’s fastest-growing and most forward-thinking mortgage companies. We’re not just here to close loans—we’re here to change how the mortgage industry thinks about productivity, technology, and client experience. We don’t just originate—we automate. At Tag, our mission is to simplify and elevate the path to homeownership through our proprietary AI Mortgage Solutions Platform. We guide every borrower step-by-step, creating a personalized Roadmap to Homeownership that brings clarity, confidence, and speed to the process. How We Empower Loan Officers We believe great Loan Officers should be focused on relationships, not chasing paperwork. That’s why we give our MLOs the tools to work smarter, scale faster, and convert more. Here’s how we do it: • Smart Automation: From lead nurturing to status updates, our systems keep borrowers engaged and moving, so MLOs can stay focused on closing, not chasing., • AI-Powered Structuring: Instantly pre-underwrite deals using intelligent logic that flags issues before they hit underwriting, reducing back-and-forth and speeding up the pipeline., • Database Activation: Revive old leads and overlooked contacts with built-in campaigns that wake up your pipeline, and your commissions., • Guided Borrower Journeys: Every lead gets their own AI-driven Roadmap, empowering you to be their trusted advisor, not just a loan rep., • Performance Dashboards: Real-time metrics, deal tracking, and transparency across every stage, because what gets measured gets closed. Why Join Us If you're ready to break free from the traditional 9-to-5 grind and plug into a system designed to multiply your production, Tag Lending Group is your next move. We're a tech-enabled, people-powered team. Whether you're a solo MLO looking to level up or a branch leader ready to scale with speed, we're ready to TAG TEAM this deal with you.

Responsive recruiter Company: Tag Lending Group, LLC Employment Type: W-2 Only Location: Remote or In-Market Presence | Must Fund $3M+/Month Compensation: High-Yield Model – No Broker Splits | Full Back-End Support We Don’t Just Originate, We Automate. Let’s TAG TEAM This Deal. We Don’t Just Originate, We Automate. Let’s TAG TEAM This Deal. At Tag Lending Group, you’re not just launching a branch, you own your region inside a system built to scale with automation, close in record time, and maximize margin. We are a true Wholesale Non-Delegated Lender, not a broker platform or diluted retail channel. With access to 60+ investors, contract pricing power, and a back-end support model that rivals Wall Street, you’re stepping into a lane few lenders even touch. And yes, we are certified HubSpot partners, giving you access to the most advanced CRM/CMS platform in the nation. Why This Is Not Just Another Branch Job You will lead at a level few lenders ever reach. With direct access to 60+ wholesale investors, full pricing control, best-in-class tech tools, and automation-born workflows, our system empowers you to build a high-margin, scalable branch with no limits. Our Competitive Advantage? 1. Access to over 60 wholesale investors – no overlays, no rate wars, just flexibility to win2. Exception pricing available through our investor network, You’ll NEVER Lose a deal again!3. Same-day approvals, 14-day closings from submission to CTC4. Proprietary Roadmap to Homeownership™ for a frictionless borrower experience5. Pre-underwriting, setup, and contract processing support included6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 2. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 3. Weekly playbooks and live coaching from producers who’ve closed $100M+, 4. Certified HubSpot Partner – your CRM, CMS, and automation is built with the #1 AI-driven platform in the country10. Total pricing flexibility: we DO NOT lose deals11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • Virtual Assistant support (automated text, email, follow-up) What You Get HubSpot Enterprise CRM (certified partner level) Roadmap to Homeownership™ system • Pre-Underwriting & Contract Processing, • Arive LOS fully integrated, • Slack, Box, and all team communication tools, • Virtual Assistants + Automation Engine, • Weekly $100M+ Producer Coaching + Realtor Cheat Sheets Full Licensing Coverage: FL, SC, TN, TX, GA, MI, NM, NJ, CT, PA What You’ll Do • Build and manage a $1M+ per month branch, • Recruit and lead your own LO team or region, • Plug into TAG’s full platform and systems infrastructure Sell our model to Realtors and referral partners • Deliver speed, service, and tech that brokers and retail can’t match, • Expand your reach with turnkey back-end support Compensation Plan 180 BPS on self-generated business 100 BPS on company-provided leads 70 percent of net on DSCR, Fix & Flip, and commercial • Paid on time, structured for scale, compliant across all state and federal requirements · No broker splits, no middlemen, no retail overhead · Competitive Comp Plans Up to 450 BPS Our branch managers benefit from aggressive, performance-based compensation structures, with the ability to stay competitive on pricing. Actual earnings vary based on volume, product mix, and licensing. Contact us for a personalized breakdown. Your Responsibilities • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Build your own book, your own systems, and your own Realtor referral machine, we help you set it all up Requirements • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month/MLO, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook · Solid follow-up discipline (we expect 8/10 or higher) · Must be proficient with digital systems including HubSpot, Arive, and Slack · Experience with purchase business preferred Where We’re Licensed · We are currently licensed in: · Lender: FL, SC, TN, TX, GA, MI, NM · Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You don’t chase documents, our system handles it, • You don’t operate alone, our back-end team is always live, • You don’t compete against retail, you outperform it, • Your clients and Realtors will never get a better experience anywhere else, with our Red-Carpet treatment, Again Amazon, CLICK, CLICK, DELIVERD SAME-DAY! This is where the industry’s future is being built. You can keep playing defense with outdated comp plans, disconnected systems, and bottlenecked approvals — or you can lead the future. Our Core Beliefs We don’t wait for the industry to change, we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction 👉 _ Step 2: Complete the hiring assessment 👉 _ Step 3: Learn how we operate before speaking to our CEO 👉 _ Let’s TAG TEAM This Deal. Apply today and get the platform you’ve always deserved. This is a remote position. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. About Tag Lending Group Tag Lending Group is one of Florida’s fastest-growing and most forward-thinking mortgage companies. We’re not just here to close loans—we’re here to change how the mortgage industry thinks about productivity, technology, and client experience. We don’t just originate—we automate. At Tag, our mission is to simplify and elevate the path to homeownership through our proprietary AI Mortgage Solutions Platform. We guide every borrower step-by-step, creating a personalized Roadmap to Homeownership that brings clarity, confidence, and speed to the process. How We Empower Loan Officers We believe great Loan Officers should be focused on relationships, not chasing paperwork. That’s why we give our MLOs the tools to work smarter, scale faster, and convert more. Here’s how we do it: • Smart Automation: From lead nurturing to status updates, our systems keep borrowers engaged and moving, so MLOs can stay focused on closing, not chasing., • AI-Powered Structuring: Instantly pre-underwrite deals using intelligent logic that flags issues before they hit underwriting, reducing back-and-forth and speeding up the pipeline., • Database Activation: Revive old leads and overlooked contacts with built-in campaigns that wake up your pipeline, and your commissions., • Guided Borrower Journeys: Every lead gets their own AI-driven Roadmap, empowering you to be their trusted advisor, not just a loan rep., • Performance Dashboards: Real-time metrics, deal tracking, and transparency across every stage, because what gets measured gets closed. Why Join Us If you're ready to break free from the traditional 9-to-5 grind and plug into a system designed to multiply your production, Tag Lending Group is your next move. We're a tech-enabled, people-powered team. Whether you're a solo MLO looking to level up or a branch leader ready to scale with speed, we're ready to TAG TEAM this deal with you.

Position: Bookkeeping Operations Manager Location: This is a remote position, allowing for flexibility in your work environment. While we have a preference for candidates located in the Philippines, we remain open to applications from talented individuals across the globe. It is important to note that payroll processing responsibilities must be conducted through a US-based system. Experience: Candidates should possess a substantial background with 10 to 15 years of experience in a leadership role as an Operations Manager specifically within the bookkeeping and accounting fields. This extensive experience should encompass a thorough understanding of the nuances and best practices that drive successful bookkeeping operations. Industry: We operate within the dynamic arena of multi-client virtual bookkeeping, managing a diverse portfolio of approximately 150 to 200 clients each month. This role will involve overseeing the intricacies of bookkeeping for multiple clients simultaneously, ensuring accuracy and compliance in all financial reporting. Key Responsibilities: • Oversee and manage bookkeeping operations for 150–200 virtual clients monthly., • Complete month-end bank reconciliations and ensure seamless month rollover., • Review and spot errors in subordinates’ work, providing coaching and quality control., • Ensure accurate financial record-keeping and compliance for clients in various sectors (non-profits, music academies, construction, real estate, mortgage, etc.)., • Manage and allocate deposits, journal entries, and donor records for non-profit clients., • Oversee payroll processing using multiple US-based payroll platforms (Gusto, ADP, Netchex, Paychex, Northstar, BambooHR, Sure Payroll)., • Use and manage QuickBooks Online exclusively; certification preferred., • Handle complex client-specific platforms and workflows, including:, • National Realtor Association: Tag ACH deposits, match transactions to client IDs, and use Growthzone for payment identification., • Growthzone: Research payments and client data., • FundraiseUp, Benevity, Auth.net, Ramp Credit, Stripe: Track and reconcile donations and payments for non-profit clients., • Mind Body (Music Academies): Pull monthly reports and allocate revenue via journal entries., • Service Titan (Construction): Pull payment reports and coordinate with internal staff for data entry., • Mortgage sites: Retrieve and manage amortization schedules., • Maintain donor profiles and ensure compliance with year-end tax requirements for non-profits., • Communicate clearly and professionally with clients and team members, both verbally and in writing, with little to no accent., • Required Skills & Qualifications:, • 10–15 years’ experience as an Operations Manager in bookkeeping or accounting., • Extensive expertise in QuickBooks Online (certification preferred)., • Proven ability to manage large-scale virtual bookkeeping operations., • Strong quality control and error-spotting skills., • Experience with US payroll platforms (must be US-based for payroll processing)., • High proficiency in English; excellent verbal and written communication with minimal accent., • Ability to quickly learn and adapt to industry-specific platforms (Growthzone, FundraiseUp, Benevity, Auth.net, Ramp, Stripe, Mind Body, Service Titan, etc.)., • Strong organizational skills and attention to detail., • Ability to handle sensitive and confidential information with integrity.

Loan Officer / Mortgage Retail Sales Manager – Remote, Hybrid, or In-Office About the Opportunity Our client is a nationally recognized mortgage lender offering a platform designed to support mortgage originators through operational infrastructure, technology tools, and a broad range of loan products. The organization provides multiple work arrangements, including remote, hybrid, and in-office options (based on location and business needs). Role Overview The Loan Officer / Mortgage Retail Sales Manager is responsible for originating residential mortgage loans, developing referral relationships, and guiding borrowers through the loan process in accordance with federal, state, and company policies. This position may include individual production and/or team leadership responsibilities depending on experience and assigned scope. Platform Highlights Multiple lending channels: Options may include retail, wholesale, and broker capabilities (subject to eligibility and company guidelines). Operational support: Centralized/local processing and underwriting resources to assist with loan pipeline management. Product availability: Conventional, Jumbo, FHA, and VA financing, as well as select specialty programs that may include down payment assistance (DPA), physician, construction, renovation, reverse mortgage, HELOC, and Non-QM (availability varies by state, borrower qualifications, and investor guidelines). Technology tools: CRM and workflow tools intended to support communication, pipeline tracking, and documentation. Innovative marketing engine: A tech-forward suite built for originators—personal branding tools, digital campaigns, and social content designed to keep you visible, consistent, and top-of-mind. Compensation Compensation is competitive and may include commission-based earnings and/or other incentives, based on role scope, experience, and applicable plans. Details will be provided during the interview process. Job requirements Active NMLS license (required) 2+ years of recent mortgage origination experience (preferred) Demonstrated ability to develop referral relationships and maintain a client-focused approach Strong communication, organization, and time-management skills Ability to comply with applicable federal and state regulations, as well as company policies and procedures Your application has been successfully submitted! _

Are you intrigued by the thought of revolutionizing a trillion-dollar industry? Do you want to be part of a cutting-edge company that is customer-obsessed? A company growing at lightning speed that is full of career growth opportunities. If so, we are seeking smart, customer-focused, and energetic professionals to join our team to help us to the next level of excellence! Who is OS National LLC.? OS National LLC is a Title and Escrow company that focuses on providing boutique service on a national platform. Our delivery solutions include a full complement of origination and default services directed at leading national mortgage originators and servicers. We offer a centralized, single point of contact which creates efficiency throughout our process and reduces operating costs for everyone involved. We are part of the Opendoor family, revolutionizing the home buying experience. OS National is a place where you can begin your career AND expand your professional development. We appreciate different points of view and understand that appreciation leads to innovation. We want to partner with you to grow your career because we understand that our business benefits when your career expands and blossoms. WE BELIEVE IN: Kindness. Appreciation. Growth. Respect. This is a remote based position in the US and is only available in the following states: AL, AZ, AR, CA, CO, FL, GA, ID, IL, IN, MI, MN, MO, NC, NV, OK, OH, PA, OR, SC, TN, TX, VA, WA, WV. As an Escrow Closer, you will own the escrow closing process, including compliance with real estate contracts, lender instructions, title insurance requirements, and other written instructions. You’ll prepare all closing documents necessary to ensure title insurance is issued at closing. High levels of accuracy, attention to detail, and the ability to prioritize, multi-task, and focus on deadlines will determine your success in this role. • Effectively manage the real estate closing transaction for insuring title insurance., • Exercise independent judgment and to possess the knowledge and experience necessary to efficiently handle situations which may arise during the closing process., • Manage the real estate closing process, including compliance with real estate contracts, lender instructions, title requirements, company requirements and other written instructions., • Understand the escrow process to determine what steps need to be taken to transfer the title of property pursuant to the conditions called for in the real estate contract and lender instructions., • Collaborate with the title department to resolve title issues such as legal descriptions, easements, lot splits, vesting, all tax liens, abstracts of judgments, bankruptcies, boundary disputes, encroachments, lis pendens, etc., • Prepare all closing documents necessary to ensure title insurance is issued at closing., • Oversee the issuance of checks, bills and statements, receipts, and any other documents needed to ensure customer satisfaction., • Secure all documents (corrective and others) that may be required for the issuance of title insurance., • Conduct closing with customer, realtor, lenders, and attorneys., • Assist customers and clients with closing related questions., • Prior to disbursement, confirm all funds are collected, all appropriate documents are checked for accuracy, signatures are collected, and acknowledgements and legal descriptions are correct., • Correct all taxes due, HOA dues, and any delinquencies and/or principal and interest., • Ensure all payoffs have been collected, mailed, delivered or wired according to instructions., • Verify against the HUD statement that all disbursements have been paid correctly., • Prior to recording, verify all legal documents for correct acknowledgements, legal, and lien information., • When needed, delegate work to and manage work of escrow assistants in the real estate transaction process., • Manage and develop client relationships to ensure future real estate closing transactions., • Correspond with lenders, builders, real estate agents and attorneys as needed., • At least 2+ years of Escrow experience, • Must have knowledge of legal documents with the ability to analyze and evaluate documents as they relate to closings., • Software experience with Ramquest and Resware strongly desired (Experience with Softpro, LandTech, or similar software will also be considered)., • Commercial and/or multi-state experience is a major plus., • Excellent verbal, written, and interpersonal communication skills., • Client and Customer facing experience are a must., • Proven problem-solving, analytical, and organizational skills with a deadline-driven approach., • Team player attitude – you enjoy helping your team members be successful! Values and Competencies • Customer-first: you care deeply about our customers, and you understand that we exist, first and foremost, to serve a customer's needs., • Solutions-orientation: you thrive in a fast-paced, ever-changing environment, and are able to shift gears comfortably. You can decide and act without having the total picture., • Both a thinker and a “doer”: you’re a strategic thinker who can go deep on a business and understand its core drivers, and how various processes throughout the business interplay with each other. You’re biased towards action, and have a knack for making things work, even with limited resources., • A creative problem solver: you have a proven track record of thinking “outside the box” to solve complicated problems. You have a global perspective, sound business judgment, and are truth-seeking in your solutioning and decisioning. You are also willing to roll up your sleeves and do whatever it takes to solve the problem., • Highly collaborative: you’re a strong communicator with the ability to motivate, inspire, and influence cross-functional teams. You’re a natural planner and organizer, and can effectively manage bandwidth and resources inside and outside your organization to bring about the successful completion of key objectives and initiatives., • Eager to drive impact: you believe results matter. You’re motivated to drive improvements in the business as reflected in operating metrics, our P&L, and reduced pain points for internal and external customers. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The U.S. pay range for this position in most locations is $28.85 - $36.06 hourly. In the SF Bay Area of California and Seattle, WA area, the hourly range is $35.10 - $43.75. Pay within this range varies by work location and may also depend on your qualifications, job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process. We also offer a comprehensive package of benefits including paid time off, 12 paid holidays per year, medical/dental/vision insurance, basic life insurance, and 401(k) to eligible employees. #LI-LS #LI-Remote Why choose OS National? OS National offers its employees a comprehensive suite of benefits that include: • Medical, dental, and vision insurance health benefits, • Competitive compensation, • Benefits effective on 1st day of employment, • Volunteer time off and much more! OS National is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, age, pregnancy, genetic information, citizenship status, or any other characteristic protected by law.

Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions. Our AI-powered data and analytics platform is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system. Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business. Summary: Ocrolus’ practice continues to expand rapidly. We are seeking a qualified Enterprise Account Executive with a proven and tested track record of selling complex SaaS-based software solutions into the Fintech / financial vertical space. Candidates will be assigned a combination of named regional accounts and will be responsible for all sales-related activity in that region. The ideal candidate has 7+ years of selling and has a strong sales pedigree. Note, this is a remote-based role, however, it requires this person to be based in the West Coast. What you’ll do: • Managing the entire sales cycle from prospecting to negotiation and close while articulating the right sales plays that create urgency and move opportunities to close, • Comfortable leading and directing a cross-functional team - marketing, sales ops, sales engineering, solutions, operations, product, leadership -- through varied stages of complex customer journeys, • Communicate (both orally and written) and track the status and unique requirements of each sales opportunity while adhering to management standards for sales reporting, • Exemplifies leadership by training, mentoring, and coaching team members, junior or otherwise, earmarked to support regional prospecting and sales-related activities, • Knowledge of leading sales frameworks and applying those frameworks in a way that demonstrates a systematic approach to selling, • Demonstrated proficiency in creating and delivering pervasive client presentations that align varied stakeholders critical to the decision making process, • Up to 25% of domestic overnight travel is required for this role and being located on the West Coast would be beneficial What you'll bring: • Bachelor’s Degree in business or related fields, • 6+ years solution/value selling experience, • 3+ years working as a top performing Enterprise Account Executive, • Be a driving force in the success of the company’s goals & objectives through achieving and exceeding individual sales quota YoY, • Proven success hunting and selling into new logo accounts, • Self-starter who is invested in the success of the team, • Experience managing a pipeline in Salesforce, • Scrappy, comfortable working in a fast-paced startup environment and learning as you go Bonus points: • Experience working at a hypergrowth, startup company, • 2+ years of working in the Fintech / financial vertical, • Value selling experience with API platforms Note: The full-time salary range for this role is between $120,000- $150,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location. Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City. Life at Ocrolus We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact. Our culture is grounded in four core values: Empathy – Understand and serve with compassion Curiosity – Explore new ideas and question the status quo Humility – Listen, be grounded, and remain open-minded Ownership – Love what you do, work hard, and deliver excellence We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic. We look forward to building the future of lending together.

We are seeking motivated individuals for a full-time remote Entry Level Sales Manager position. This role combines operational oversight, leadership development, and client-focused service. You will help manage daily team functions, support performance goals, and uphold organizational standards while developing the skills needed to advance into higher leadership roles. This position is ideal for individuals who want a structured path into management, hands-on mentorship, and the opportunity to grow within a proven system. Responsibilities • Oversee daily team operations and ensure alignment with organizational goals, • Coordinate tasks and workflows among team members, • Provide training, coaching, and guidance as needed, • Conduct virtual appointments with clients to assess needs and present coverage options, • Help families protect income, mortgage, and final expenses, • Implement strategies to improve efficiency and team performance, • Communicate progress, challenges, and insights to upper management, • Participate in ongoing leadership and professional development, • Mentor and support new agents as you progress into leadership roles Compensation • Typical first-year earnings: $50,000–$70,000, • Weekly pay with performance-based bonuses, • Higher earning potential for top performers and those promoted into leadership Career Growth & Leadership Track This role is designed for individuals who want more than just a job. • Clear, structured promotion benchmarks, • Leadership training from day one, • Opportunities to advance into trainer, manager, and agency leadership roles, • Long-term income growth tied to performance and leadership—not seniorityQualifications, • Strong organizational and time management skills, • Excellent leadership and interpersonal abilities, • Effective written and verbal communication, • Basic understanding of operational systems and processes, • Analytical thinking and adaptability in problem-solving, • Proficiency with productivity tools and remote work platforms, • Previous experience or internships in management, administration, or related fields is a plus, • Coachable, self-motivated, and able to work independently, • Willingness to obtain a state insurance license (guidance provided)What We Offer, • 100% remote work from anywhere in the U.S., • Comprehensive training and ongoing mentorship, • Proven sales system and consistent lead flow, • No experience required — we train the right people, • Real advancement opportunities backed by a sup

Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are affordable, well-built, eco-friendly, and stylish, but finding a lender who understands this market can be challenging. That’s why Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience. Headquartered in Dallas, TX, with an office in Tempe, AZ, Zippy provides home loans and insurance to manufactured home buyers throughout the United States. Our remote-first team is spread across cities like Dallas, Houston, Knoxville, Omaha, Philadelphia, Phoenix, and several other states and cities. Backed by institutional investors, we offer competitive pay, stock options, and excellent benefits. At Zippy, we pride ourselves on our commitment to finance happiness through the power of home. We are dedicated to enhancing consumers' financial outcomes and tackling the affordable housing crisis through cutting-edge technology and innovative solutions. The Role The Community Guide (Inside Sales Rep) owns revenue growth, market share performance, and partner success within their assigned portfolio. This role is responsible for identifying and capturing revenue opportunities across existing accounts by increasing applications, funded loans, and average loan size. The CG diagnoses performance gaps, removes growth barriers, and drives cross-functional alignment to unlock results. As the primary owner of each client relationship, the CG represents Zippy’s interests first while building trusted, long-term partnerships. They ensure partners are operationally aligned, commercially engaged, and fully enabled to deliver a seamless borrower and retailer experience. Success in this role requires strong business judgment, commercial instinct, operational fluency, and disciplined performance management. What You’ll Do Revenue & Market Share Ownership Own the full revenue metrics and market share position of your assigned portfolio. Drive measurable growth in applications, funded loans, and average loan size. Identify, quantify, and execute against performance gaps and revenue opportunities within each account. Diagnose structural growth blockers (e.g., product gaps, pricing, state limitations, operational friction) and escalate quantified impact to leadership. Forecast performance trends and proactively build action plans to achieve growth targets and defend share among assigned accounts. Relationship Ownership & Business Development Serve as the primary relationship owner and trusted advisor for assigned clients. Build strong, credible relationships with operators and key stakeholders. Expand revenue through strategic account development, onboarding new locations, and deepening product adoption. Lead proactive growth conversations rather than reactive support interactions. Portfolio Management Operate as the manager of your portfolio, accountable for growth, retention, and performance of assigned accounts. Maintain deep visibility into pipeline activity, funding trends, conversion rates, and unrealized potential. Develop and execute strategic account plans aligned to each partner’s opportunity. Partner Enablement & Operational Alignment Ensure partners are fully trained and aligned on Zippy’s end-to-end process (marketing through funding). Drive operational discipline to improve pull-through, speed, and borrower experience. Collaborate cross-functionally to resolve systemic issues and file-level friction impacting performance. Performance Tracking & CRM Discipline Track and report on key performance indicators including market share, application volume, funded volume, and revenue trends. Maintain accurate, actionable account and contact data in Salesforce. Use data to inform strategic decisions and prioritize time allocation. Internal Leadership & Advocacy Represent client insights internally while protecting Zippy’s commercial interests. Provide structured feedback on product gaps, operational inefficiencies, and revenue opportunity. Influence cross-functional teams to prioritize initiatives that unlock portfolio growth. Subject Matter Expertise Maintain deep knowledge of Zippy’s loan process, underwriting standards, technology, and funding requirements. Serve as a trusted expert for both clients and internal stakeholders. Continuously seek learning to strengthen commercial and operational effectiveness. What You’ll Need Strong ownership mentality with comfort being accountable for revenue and performance metrics. Commercially driven with a sales-oriented mindset. High curiosity and strong diagnostic problem-solving skills. Naturally personable, friendly, and able to build trust quickly with a wide range of stakeholders. Strong interpersonal and communication skills, with the ability to navigate complex or difficult conversations constructively. Confidence operating with operators, owners, and senior stakeholders. Strong Salesforce/CRM proficiency and disciplined data management habits. Detail-oriented with strong follow-through and execution discipline. Ability to balance partner advocacy with Zippy-first business priorities. Experience in tech-forward, mortgage, fintech, or enablement environments preferred. SaaS experience and ability to articulate product value is a plus. Familiarity with the manufactured housing industry is a plus. Important Applicant Information While many of our interviews are conducted virtually, all applicants should be prepared to potentially meet in person as part of the process. As a participating employer, we will use E-Verify to confirm employment eligibility. Please note that we are currently only hiring candidates who reside in the following states: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Wisconsin. Applicants that do not reside in the bolded states will be rejected. Total Rewards At Zippy, we're passionate about creating a workplace where people love to work. We put a lot of heart into building and nurturing a company culture that not only supports our team but also inspires them to do their best work. Our benefits and perks are always evolving, but here’s what we offer right now: Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience. Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy. Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment. Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family. Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses. Training & Licensing Support: We invest in your professional growth with resources for training and licensing. Paid Time Off: We offer generous PTO—and we encourage you to use it! Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs. Parental Leave: We provide paid parental leave to support you and your growing family. No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge. Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more. Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us. Beyond the tangible benefits: Core Values: At the heart of everything we do are our core values: Lead with Passion, Own It, Build a Better Way, Results Driven, and The Golden Rule. These values guide our decisions, shape our culture, and inspire us to achieve our best every day. Join a Growing Team: Be part of a dynamic team at a pivotal moment in Zippy’s growth, where every contribution makes a significant impact. Innovative Work: Collaborate with sharp, passionate teammates to tackle unique challenges in the Manufactured Housing market, positioning our product as a top-tier lending solution. Supportive Culture: You’ll be welcomed into a collaborative environment that fosters camaraderie, respect, and a deep sense of belonging. Diversity & Inclusion: We’re committed to empowering a diverse and inclusive workforce, celebrating our differences, and ensuring everyone feels safe to bring their whole selves to work. Inspirational Leadership: Work alongside leaders who are not only approachable but also dedicated to providing guidance, mentorship, and support to help you succeed. Meaningful Impact: Be part of a mission-driven team that’s making housing more affordable for everyone, helping prospective buyers secure fast and simple online loans to purchase manufactured homes. By joining Zippy you will help improve the lives of over 22 million Americans who live in manufactured homes today. Zippy is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.

The Opportunity: We are seeking a Business System Configuration Analyst to play a critical role in supporting the Business Technology team’s goals of implementing new mortgage technology and managing the ongoing support of the platforms. This role entails working closely with business analysts, business users, PMO, training, technical writing, product & strategy team, and senior operations leadership. As a Business System Configuration Analyst with Visio, you will contribute to the Technology Department by: • Configuring the Mortgage Cadence Platform, an industry-leading Loan Origination technology system, as well as other systems utilized by the Visio operations teams, • Interpreting business requirement documents and configuring the solution utilizing the administration tools associated with the platform, • Updating technical documentation, such as workflow documents, policy and procedures, and supporting defect resolution and system configuration enhancements, • Executing system configuration and unit testing against documented requirements, • Performing system configuration efforts, including data mapping efforts for data import and extract files, configuring workflow, user set-up and security definition, business rules, product and pricing, as well as third-party services, • Collaborating with Business Analysts to understand business requirements, with the ability to convert requirements into an effective system configuration, • Supporting quality assurance and user acceptance testing, triaging and correcting reported bugs or defects, • Working with internal groups and outside vendors to ensure successful and quality project completion, • Other responsibilities and duties as assigned based on business needs, • Work Schedule: Monday–Friday: 8:30 am – 5:30 pm CST, • Available Remote Locations: AL, AR, AZ, FL, GA, IL, IN, KS, KY, LA, NC, OH, SC, TX, UT, • Salary Range: $95,000 - $120,000 (Exempt level position) What We Are Looking For: • Someone with a High school diploma/GED equivalent, • Someone with 5 years of experience with the Mortgage Cadence Platform, • Someone with 3 years of Business Analyst experience, • Someone with 3 years of mortgage-related experience, • Someone with 3 years of system administration/configuration experience, • Someone with knowledge of the mortgage loan process, specifically experience in origination, processing, underwriting, closing/funding, title/closing, and post-close, • Someone with a strong understanding of workflow design, • Someone with knowledge of SDLC lifecycles, such as Waterfall and Agile, • Someone who has experience in Azure DevOps or an equivalent system, • Someone who has experience in SQL Management Studio, XML, Data Mapping, VB, and C#, • Someone with the ability to use standard office equipment, printer, scanner, copier, fax, telephone, personal computer, and other peripheral devices, • Internal Applicants: 6 months of Visio Lending work experience, which includes no disciplinary actions within the last 3 months. Current Manager notification is needed in order to apply for a vacant position. Any applicant that does not meet these conditions will require approval from the executive team member over the hiring department prior to extending a job offer. What We prefer to find: • Someone with experience working on projects related to the mortgage loan lifecycle, from loan setup through post-closing, • Someone with experience in the end-to-end implementation of large lending applications, • Someone with experience in the business analyst capacity of Originations, Processing, Underwriting, Closing/Funding, and or Post Close, • Someone with knowledge of the Secondary Mortgage Market

Loan Officer / Mortgage Retail Sales Manager – Remote, Hybrid, or In-Office About the Opportunity Our client is a nationally recognized mortgage lender offering a platform designed to support mortgage originators through operational infrastructure, technology tools, and a broad range of loan products. The organization provides multiple work arrangements, including remote, hybrid, and in-office options (based on location and business needs). Role Overview The Loan Officer / Mortgage Retail Sales Manager is responsible for originating residential mortgage loans, developing referral relationships, and guiding borrowers through the loan process in accordance with federal, state, and company policies. This position may include individual production and/or team leadership responsibilities depending on experience and assigned scope. Platform Highlights Multiple lending channels: Options may include retail, wholesale, and broker capabilities (subject to eligibility and company guidelines). Operational support: Centralized/local processing and underwriting resources to assist with loan pipeline management. Product availability: Conventional, Jumbo, FHA, and VA financing, as well as select specialty programs that may include down payment assistance (DPA), physician, construction, renovation, reverse mortgage, HELOC, and Non-QM (availability varies by state, borrower qualifications, and investor guidelines). Technology tools: CRM and workflow tools intended to support communication, pipeline tracking, and documentation. Innovative marketing engine: A tech-forward suite built for originators—personal branding tools, digital campaigns, and social content designed to keep you visible, consistent, and top-of-mind. Compensation Compensation is competitive and may include commission-based earnings and/or other incentives, based on role scope, experience, and applicable plans. Details will be provided during the interview process. Active NMLS license (required) 2+ years of recent mortgage origination experience (preferred) Demonstrated ability to develop referral relationships and maintain a client-focused approach Strong communication, organization, and time-management skills Ability to comply with applicable federal and state regulations, as well as company policies and procedures Your application has been successfully submitted! _

Who You Are: You have 5+ years of API Documentation and Integration experience under your belt and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a direct impact on the customer experience. This role will serve as the primary point of contact for partners integrating with our platform, ensuring seamless technical collaboration and exceptional documentation support. Does this sound like you? If so, keep reading and apply today! • Create, update, and maintain comprehensive API documentation, including guides, reference materials, integration manuals, and sample code., • Ensure that documentation is clear, accurate, and accessible to developers of all skill levels., • Collaborate with internal engineering teams to gather and distill complex technical information into user-friendly resources., • Act as a primary technical resource for partners, guiding them through integration processes and troubleshooting issues as they build against our APIs and SDKs., • Translate technical information into clear, non-technical terms for partners and vice versa, ensuring seamless communication between teams., • Provide hands-on support (boots on the ground) during partner onboarding and integration., • Develop tailored integration solutions, FAQs, and best practices to enhance partner success., • Maintain a feedback loop with partners to continuously improve the API documentation and integration experience., • Set up and manage environments for partners to test and develop their integrations, ensuring they have the necessary resources to succeed., • Test APIs and SDKs internally, validating functionality and performance before releasing updates to partners., • Collaborate on automating onboarding, troubleshooting, and other processes via the SDK., • Act as a bridge between the engineering, product, and customer success teams to ensure alignment and support for partner needs., • Provide input into API design based on partner feedback and integration challenges., • Continuously monitor and update API documentation based on new features, updates, or improvements to our platform., • Identify opportunities to streamline the integration process and improve partner satisfaction., • Stay current with industry best practices and trends in API documentation and integration strategies., • Lead efforts to automate key parts of the partner onboarding process, troubleshooting workflows, and API interaction on the SDK side., • Ensure smooth integration processes by standardizing API and SDK documentation based on industry standards (JSON, XML, Swagger, Postman, Python)., • Proven experience in writing and managing API documentation., • Experience working with external partners, developers, or customers in a technical support capacity (diagnosing, debugging, and fixing API issues)., • Strong understanding of RESTful APIs, Webhooks, and other API-related technologies and best practices., • Familiarity with data concepts like SFTP, JSON, XML., • Excellent written and verbal communication skills, with the ability to explain complex concepts clearly and concisely., • Familiarity with developer tools, version control systems (e.g., Git), and API documentation platforms (e.g. Swagger, Postman)., • Strong troubleshooting and problem-solving skills., • Ability to work independently and collaborate across teams in a remote environment., • [Preferred] Experience in the SaaS or mortgage industry., • [Preferred] Background in software development or a technical degree., • [Preferred] Familiarity with developer communities and partner ecosystems., • We are attacking a trillion-dollar market with gross inefficiencies and seeking to transform the way an entire industry operates, • We have an experienced leadership team that previously built large and impactful platforms, • Outstanding opportunity for professional growth and upward mobility, • Direct engagement with the decision makers and senior business leaders, • Competitive salaries, • 100% paid medical/vision/dental/disability/life insurance, • Flexible vacation, • Hybrid environment; 3x weekly in an innovation hub in San Francisco or Dallas.Let's get to know each other. has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable and first-of-its-kind _ platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth. To learn more, or visit . Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Beware of recruitment scams impersonating the Polly brand or our employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at _. We care deeply about this network and your experience.

At Hyperscience, we believe that behind every document is a meaningful human experience, whether that’s a family applying for their mortgage, a patient waiting for insurance coverage, or a student waiting for their visa to study abroad. However, for far too long, organizations have relied on outdated technology and manual processes to handle these processes, driving up costs, slowing down decisions, and frustrating customers. As a distinguished leader in its market category, including a Leader in the 2025 Gartner Magic Quadrant for Intelligent Document Processing Solutions and several _, our technology flips the script with an AI platform that reads, understands, and processes documents at massive scale—automatically. The Hyperscience Hypercell platform unlocks the value of an organization’s back office data through the automation of end-to-end processes, and transforms complex documents into LLM and RAG-ready data to power new enterprise GenAI experiences. This enables organizations to transform manual, siloed processes into a strategic advantage, resulting in a faster path to decisions, actions, and revenue; positive and engaging customer, public, and patient experiences; and dramatic increases in productivity. Leading organizations including American Express, Charles Schwab, HM Revenue and Customs, Mars, Stryker, The United States Social Security Administration, The United States Department of Veterans Affairs, and several others use the Hypercell platform to achieve a faster path to decisions, dramatic increases in productivity, and unparalleled business impact. Hyperscience is funded by top tier investors including Bessemer Venture Partners, Battery, FirstMark, Stripes, and Tiger Global. This role embeds a deep engineering mindset directly into the sales process. You will own the technical engagement end-to-end — ensuring Hyperscience's Intelligent Document Processing (IDP) solutions are not only sold, but designed, prototyped, and successfully deployed with measurable outcomes, supporting Commercial customers pre- and post-sale. This is a remote-first role with travel required for customer site visits and team meetings. Solution Alignment, Deployment & Continuous Outcome Management: Lead the technical lifecycle from discovery through initial production deployment, ensuring solution designs transition into successful implementations with clear, measurable technical outcomes. Hands-on Customization & Code: Write, prototype, and refine solution logic (e.g., custom Python code, API integrations, workflow configurations) during the Proof of Concept (POC) and initial deployment phases. Technical Strategy & Deal Acceleration: Act as the technical owner in sales cycles, architecting the end-to-end solution and handling technical objections, while identifying and grooming internal change agents into champions who advocate for Hyperscience across their organization. Post-Sale Technical Partnership: Collaborate with other Tech & Sales partners to drive the initial forward-deployed engagement, fine-tune models on customer data, and document the final solution for seamless handoff and optimization. Risk & Scoping Management: Define and document the precise technical scope, compute resourcing, TCO (Total Cost of Ownership), and integration strategy to mitigate deployment risk for enterprise customers. Product Feedback Loop: Actively gather and synthesize critical product feedback and emerging field intelligence, serving as the voice of the customer to internal Product and Core Engineering teams. Hands-on Engineering & Code Proficiency: 5+ years of experience in a customer-facing engineering role, with proven proficiency in Python and developing/debugging code for enterprise applications. Cloud Architecture & Deployments: Strong comprehension of modern cloud architecture (AWS, Azure, GCP) and containerized deployment patterns (Docker/Kubernetes). Technical Education & Acumen: BSc in a technical field (Computer Science, Engineering, Data Science) or equivalent hands-on engineering background. Consultative & Technical Communication: Proven ability to translate complex technology concepts (IDP, AI) into clear business value for executive, technical, and non-technical stakeholders. Exposure to IDP, RPA, OCR, or ML-based document processing/automation. Experience with Enterprise automation platforms (e.g., Microsoft Power Automate, Appian, Zapier, IFTTT, etc) Enterprise integration scoping: APIs, web services, database connectivity. Infrastructure as Code (Terraform, CloudFormation). Hyperscience is a people-first company, committed to empowering our team to make a tangible impact. Our core values, including "Innovation that Transforms," "Lead with Trust," and a "Win Together" ethos, guide our collaborative culture. As a global organization, our benefits vary by region, but we are united by a fundamental belief in work-life flexibility. We support our team with flexible PTO and work-from-home options, recognizing the importance of a healthy balance between professional and personal life. Health & Wellness: Company-covered Healthcare Coverage plans for you and your family, including HSA, PPO, Vision, Dental and Mental Health Wellness plans. Retirement & Financial: 401(k) through Empower with company match up to 6% of your annual salary. Paid Time Off (PTO): Flexible-use PTO, unaccrued and uncapped, subject to manager approval. Parental Leave: 12 weeks of paid parental leave, with an additional 4 weeks paid for birthing parents. Equity: Opportunity to own Stock Options in the company. [US Applicants] We are an equal opportunity employer. We welcome people of different backgrounds, experiences, abilities and perspectives. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. [EU Applicants] All job applications will be treated and processed with strict confidentiality and in full compliance with the GDPR provisions. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. AI Transparency Notice We use AI tools to assist our team in screening resumes for job-related skills and qualifications, though a human recruiter ultimately reviews all applications before any hiring decisions are made. In accordance with North American, United Kingdom, and European Union (GDPR) regulations,, you have the right to request a manual review of your application or a reasonable accommodation if you prefer an alternative to automated screening. For more details on the logic used or to exercise these rights, please contact _. Beware of recruitment fraud; all official Hyperscience communication is sent exclusively from the @_ domain and we never extend offers without multiple live interviews. Personal information is only requested through our secure application process or via verified background check partners during onboarding.

Responsive recruiter Benefits: • Bonus based on performance, • Opportunity for advancement, • Training & development Position: Mortgage Loan Originator (Wholesale) - FULL TIME DO NOT APPLY UNLESS YOU ARE TRULY COMMITTED TO BECOMING SUCCESSFUL. WE ARE LOOKING FOR THE BEST OF THE BEST. 📢 Watch this video before filling out our form: 👉🏻 _ 👈🏻 COMPANY: ABOUT US: At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. Our Market Service Agreements (MSAs) with Keller Williams and LIV Realty in Orlando exemplify our strategic partnerships and commitment to excellence. We offer a systematic digital experience with our proprietary Roadmap to Home Ownership, powered by advanced AI technology, to assist with your financial needs. Our AI system provides direction and clarity, while our licensed Mortgage Loan Originators guide clients through every step of the process. WHY JOIN US? • Wholesale Mortgage Lender with Competitive Rates**, • Proprietary AI Mortgage Solutions Roadmap to Homeownership®, • Same-Day Approval Process**, • 14-Day Close (Submission to CTC), • Access to over 30 Lenders, Banks, Non-Qualified Lenders, Private Money, and Hard Money options**, • Aggressive Compensation Plan**, • Access to TAG TEAM NATION Marketing Machine and Virtual Assistants**, • Company-Discounted Licensing Renewals & Continuing Education**, • Ongoing Personal and Group Training, Robust Learning Management System**, • Featured in Top Publications like Yahoo Finance and Scotsman Guide**, • Top 1% of Loan Originators Nationwide** POSITION SUMMARY: Our licensed Loan Officers receive accounts, Realtor referrals, and leads through advanced AI technology and marketing channels. They operate in a direct sales environment, engaging with clients nationwide, building relationships, analyzing financial situations, and selecting the best products to meet their needs in a dynamic, high-call volume setting. While we support Loan Officers by building their database of Realtors and organizing their portfolios, we also expect them to proactively generate their own business. RESPONSIBILITIES: • Follow our playbooks, and weekly schedules (Proprietary to our company), • Determine the best product for the client, lock the loan at the point of sale, and submit a preliminary paperless loan package., • Collaborate with several administrators and a designated underwriter to oversee work., • Focus on new loan originations while processors work on the loan., • Ensure 14-day close requirements and stipulations are met., • Manage Conventional, VA, FHA, USDA, and other loan types. REQUIREMENTS: • Current, valid NMLS license or appointment in good standing., • Minimum two years of sales experience and two years as a Mortgage Loan Originator., • If newly licensed, a minimum of five years of sales experience and willingness to undergo a month of training., • Flexibility to work approximately 40-45 hours per week., • Strong phone presentation skills and ability to build client relationships., • Experience with CRM/CMS systems, preferably HubSpot., • Ability to make sound judgments on credit decisions, funding, and post-close issues., • Excellent communication, interpersonal, and organizational skills. SELECTION PROCESS: • Phone conversation with our Recruiter**, • Assessment**, • Zoom interview with a Team Leader and Administrative Staff**, • Final interview with the CEO** TRAINING: • Mandatory two-week training period for all new hires. SCHEDULE: • Monday to Friday: 8:00 am to 6:00 pm**, • Saturday: 9:00 am to 1:00 pm**, • Closed Sundays and Holidays** SUPPLEMENTAL PAY: • W-2 only**, • Base and/or commission pay depending on the legal position** APPLY NOW! Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and take your career to the next level! Flexible work from home options available. Compensation: $42,000.00 - $250,000.00 per year Tag Lending Group is one of the most promising uprising mortgage companies in Florida, USA. The company's goal is to assist hundreds of families to achieve their goal of homeownership. Our mission is to assist and guide each and every borrower through our proprietary AI Mortgage Solutions/Platform. Our end goal is to create a Roadmap to Homeownership for everybody.

Work From Home | Flexible Schedule | Commission-Based Start 2026 with purpose and unlock your potential. The Wilson Agency is an independent life insurance agency focused on helping families protect what matters most while providing individuals the opportunity to build a flexible, commission-based career from home. This is a 1099 independent contractor position, not an hourly or salaried role. It is best suited for motivated, self-directed individuals who are comfortable working in a performance-based environment. As a Remote Life Insurance Sales Representative, you will work with families who have requested information about coverage options. You’ll educate clients, recommend appropriate solutions, and guide them through the application process — all while receiving training, mentorship, and ongoing support. Many people use the start of a new year to reset goals. If 2026 is your year to grow professionally, financially, and personally, this opportunity may be a strong fit. Meet with clients virtually (phone or Zoom) to assess insurance needs Educate families on life insurance, mortgage protection, final expense, and living benefits Follow up with leads provided through our systems Submit applications and assist clients through underwriting Participate in weekly training, coaching, and professional development 100% remote, work-from-home opportunity Flexible schedule — set your own hours Commission-based compensation with no income cap Step-by-step training and mentorship Long-term growth opportunities, including leadership paths for qualifying agents A values-driven environment focused on integrity, service, and personal growth Self-motivated individuals who want control over their schedule and income Strong communicators who enjoy helping others Individuals open to learning and following a proven system Those seeking a flexible opportunity aligned with personal growth and purpose Must be 18 years or older and authorized to work in the U.S. Reliable internet connection, computer, and phone Comfortable working independently in a remote environment Life & Health Insurance License or willingness to obtain one (guidance provided) 100% commission-based (1099) No cap on earnings Income varies based on individual effort, consistency, and time invested Earnings Disclaimer: No income is guaranteed. Results are not typical and will vary. Success depends on individual effort, ability to follow training, market conditions, and client demand. Qualified applicants will receive: Short informational videos about our agency and culture The option to schedule a brief Zoom call to determine mutual fit If you’re ready to approach 2026 with clarity, purpose, and ownership over your future, we invite you to apply and learn more.

Why you'll LOVE Sagent: You could work anywhere. We know you are talented and looking for something inspiring and impactful. A place where you will make a difference and have a great time doing it! By choosing Sagent, you can be part of our mission to make loans and homeownership simpler and safer for all consumers. Sagent powers servicers and consumers. You power Sagent! Cloud Infrastructure Engineer SR The Cloud Engineering team builds the foundation that every engineering team at Sagent runs on. We design and deliver internal platforms and products that make shipping to production fast, secure, and repeatable. Our team builds and operates shared infrastructure capabilities including a self-service Internal Developer Portal, a centralized CI/CD platform, reusable infrastructure modules, and policy-as-code enforcement that enables teams to move quickly without sacrificing safety. We are seeking a Cloud Infrastructure Engineer to support both infrastructure and application development teams working on a large-scale, event-driven microservices platform running on GKE. This role bridges platform engineering and application support: you will maintain and evolve GCP and Kubernetes infrastructure while partnering directly with development teams to unblock delivery, troubleshoot production issues, and continuously improve the paved road from code to production. • Operate and improve multi-region GKE clusters hosting hundreds of microservices across multiple environments from development through production, • Manage the Kubernetes platform layer: Istio service mesh, cert-manager, external-dns, RBAC, HPA/KEDA autoscaling, HashiCorp Vault secret injection, and Helm-based deployments, • Develop and maintain Terraform modules across multiple IaC repositories covering GKE, networking (Shared VPC, Cloud NAT, Private Service Connect), Cloud SQL, Cloud Storage, Dataproc, Cloud Composer, Vault, and web hosting, • Maintain and extend Azure DevOps CI/CD pipelines using shared Terraform templates with multi-environment deployment workflows, • Support Confluent Kafka infrastructure including Connect workers with JDBC source connectors, consumer group health monitoring, and Kafka-lag-based autoscaling with KEDA, • Manage Redis Enterprise clusters on Kubernetes with operator-managed lifecycle and replication, • Operate the observability stack: Grafana Cloud (Alloy, Loki, Mimir, Tempo, Pyroscope via Private Service Connect), kube-prometheus-stack, Google Managed Prometheus, OpenTelemetry Operator/Collector, Beyla, and Kubecost, • Harden cluster security posture: NetworkPolicies, Pod Security Standards, admission policy enforcement, CrowdStrike Falcon, Lacework, kube-bench, and cert-manager with Let’s Encrypt ACME, • Support data infrastructure including Cloud SQL (PostgreSQL), Dataproc (Spark), Cloud Composer (Airflow), Matillion CDC pipelines, Snowflake, and BigQuery, • Manage DNS across multiple providers (Azure DNS, Cloudflare, GCP Cloud DNS) via external-dns, and support Azure APIM and Cloudflare CDN/WAF, • Partner directly with application development teams to troubleshoot deployment failures, tune resource limits and autoscaling, and resolve Kafka consumer lag and connectivity issues, • Contribute to the Internal Developer Portal (Backstage) and internal CLI tooling that enables self-service for product engineers, • 5+ years of cloud or infrastructure engineering experience, including 3+ years of hands-on GCP experience, • Strong production experience with GKE, VPC networking, IAM, Cloud SQL, Cloud Storage, and Artifact Registry, • Advanced Terraform experience, including reusable module design, state management, and multi-environment patterns, • Production Kubernetes expertise: Helm chart development and management, RBAC, resource tuning, and troubleshooting workloads at scale, • Hands-on experience with Istio service mesh: sidecar injection, mTLS, VirtualServices, AuthorizationPolicies, and traffic management, • Understanding of CNI fundamentals (Cilium/Dataplane V2), east-west traffic flows, and network segmentation, • Experience with CI/CD pipeline development (Azure DevOps YAML pipelines or equivalent) and trunk-based development workflows, • Hands-on experience with secrets management, including HashiCorp Vault (Kubernetes auth, agent injection) and GCP Secret Manager, • Proficiency in scripting (Bash, Python, or Go) with the ability to write production-quality automation and tooling, • Strong security mindset with experience implementing least-privilege IAM, certificate management, and policy-driven controls, • Clear and effective communicator able to work across infrastructure and application development teams, • Experience with event-driven architectures and Apache Kafka (Confluent Platform, Connect, consumer group management, KEDA-based scaling), • Experience with Redis Enterprise on Kubernetes (operator-managed clusters, Active-Active replication), • Familiarity with Grafana Cloud observability stack (Alloy, Loki, Mimir, Tempo, Pyroscope) and OpenTelemetry, • Experience with GCP data services: Dataproc (Spark), Cloud Composer (Airflow), BigQuery, Pub/Sub, • Familiarity with OPA/Rego or Kyverno for policy enforcement, • Experience with Azure APIM, Cloudflare, or multi-cloud DNS management, • Familiarity with Matillion or similar ETL/CDC tooling and Snowflake data warehouse, • Exposure to financial services or mortgage/loan servicing domain and associated compliance requirements, • Experience with Kubecost or similar FinOps tooling for cloud cost optimization, • Experience building or contributing to an Internal Developer Portal (Backstage), • GCP Professional Cloud Architect or Kubernetes Administrator (CKA) certification You are someone who thrives at the intersection of infrastructure and application support. You understand that a platform is only as good as the experience it provides to the teams building on it, and you are energized by helping development teams ship reliably and quickly. You hold a high bar for reliability, security, and operational hygiene — you proactively identify and resolve issues before they become incidents. You are comfortable operating at scale in a complex microservices environment and can context-switch between Terraform modules, Kubernetes troubleshooting, Kafka consumer lag, and pipeline failures. You value automation, documentation, and simplicity. You are pragmatic about technical debt and know when to fix it versus when to ship. You are comfortable working on a team of senior engineers, contributing your perspective, and adjusting quickly as you gain new information. #LI-REMOTE #LI-AN Perks! As a Sagent Associate, you will be eligible to participate in our benefit programs beginning on Day #1! We offer a comprehensive package including Remote/Hybrid workplace options, Health Benefits, Unlimited Flexible Time Off, Family Planning Services, Tuition Reimbursement, Paid Family Leave, 401(k) Matching, Pet Insurance, In-person and Virtual Social Experiences, Career Pathing, Focus Time Fridays and much, much more! Why Sagent? Sagent is transforming the mortgage servicing industry by bringing the modern experience customers now expect from loan originations to loan servicing. Our platform lets customers manage their home-owing lives from anywhere while giving servicers lower costs, scale compliance and higher servicing values through full market cycles. Sagent is a joint venture that combines Fiserv Inc.'s decades of market-leading fintech expertise with Warburg Pincus' skill in growing technology companies. We hire innovators and doers to disrupt the last and most complex frontier of lending and housing. We're growing fast and need you to help shape our future. Sagent is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

About Us Thimble is a leading insurtech platform for small business customers and agents. Thimble allows customers to quickly get insurance coverage by the job, month or year using its award-winning app, website, or over the phone. Founded by serial entrepreneur Jay Bregman, Thimble works with a variety of carriers to bring the best insurance solutions to small businesses, brokers and agents. Since it was founded, Thimble has delivered more than 170,000 policies to small businesses across the United States. Thimble was acquired by Arch Insurance, a unit of Arch Capital Group Ltd. (Nasdaq: ACGL), a publicly listed Bermuda exempted company with approximately $15.6 billion in capital at Dec. 31, 2022. Arch, which is part of the S&P 500 Index, provides insurance, reinsurance and mortgage insurance on a worldwide basis through its wholly owned subsidiaries. Thimble's innovative culture and technical expertise are an incredible addition to Arch Capital’s portfolio of offerings. The acquisition expands Arch’s suite of digital solutions for small business customers and brokers. Thimble will remain a separate subsidiary, working closely with the Arch Group team. For more information, visit _. Our Values Our unique culture is built around our six core values: Think Wild, Act Tame Be relentlessly creative. Question everything. Get to know the rules so well, you can use them in new ways. Be the industry’s compliant radicals. Green Means GO Act. Move forward. Learn. You can only make a decision based on the best information you have – so make it. Own Every Detail Be ruthlessly precise. Disciplined. Sweat the small stuff. Simplify, Simplify, Simplify Get to the point. Make it crystal clear. Cut everything else. It’s our job to make insurance easy – however hard that is for us. Every Moment Counts Show up early and ready. Deliver on time or before. Make the most of your time, so others can make the most of theirs. Stay Human Treat every person, and their ideas, with respect. Cherish diversity. About the Role Thimble is seeking a Business Development Associate (BDA) for our Broker distribution channel. As a key member of the Acquisition Team, I am excited to develop and execute sales strategies to drive revenue growth and market penetration in your assigned territory through independent agents, brokers, and other distribution partners. This role encompasses overall agency management, including new partner acquisition and partner management focused on achieving metrics across KPIs, including New and Total Written Premium, new agency appointments, and visibility. We are looking for a dynamic and results-driven insurance professional with agency and/or carrier experience who is passionate about the micro-small insurance segment. Being flexible, having an innate ability to cultivate relationships, possess a deep understanding of the insurance industry, having a strong sales acumen, and excellent interpersonal skills will be paramount to this role's success. This role is a fully remote position based within the defined region, reporting to the Head of Broker Distribution with a secondary reporting line to the Regional Business Development Manager. \n Responsibilities • Own the end-to-end Thimble Broker experience for assigned agents, brokers, and other distribution partners. Act as Brand Champion and trusted advisor among agents and industry professionals., • Generate opportunities to acquire new business and re-engage dormant agencies through business development activities initiated with assigned agents and brokers., • Proactively source and launch new partnerships with independent agents and brokers., • Onboard all new organic agency partnerships within a defined region., • Partner with Regional BDM to execute tactical sales plan to achieve pre-determined goals., • Maintain a minimum of 15 high-quality, proactive agency (virtual) visits per week with key staff and agency leadership., • Successfully document and track sales activities within CRM platform (SugarCRM)., • Pipeline broker-led affinity partnerships, endorsed programs, and potential book consolidations for large-scale, strategic growth opportunities., • Leading onboarding, engagement, and product-specific webinars to regional agency plant., • Activating our broker network through account management operations such as obtaining agency intelligence and managing producer and agency code structures and hierarchies., • Collaborate with various teams to inform and influence the Commercial Insurance product and go-to-market roadmap based on a clear understanding of what brokers need from Thimble to become an even more effective partner. What We’re Looking For • Licensed Property & Casualty Producer., • CIC, CPCU, P&C License, or other industry designations preferred., • 1+ years of small commercial sales/distribution experience within the P&C insurance industry., • Proven success of virtual account management., • Business development and account management capabilities, including multi-tasking, prioritization, deadline management, and the ability to work both independently and with a team., • Comfort with ambiguity and ability to proactively structure work and problem-solve independently., • Strong interpersonal, communication, and presentation skills., • Ability to stay informed about market trends, competitor activities, and regulatory changes affecting the local and regional insurance marketplace., • Proficient Microsoft Office skills with the ability to learn new software and in-house platforms., • Stellar prospecting and networking skills., • Highly organized and self-motivated with attention to detail and operational focus., • Able to assert discretion and professionalism when given access to confidential and private information., • A bachelor’s degree or equivalent experience is required. What You’ll Do in 30 Days • Understand Thimble's company culture, insurance products, broker toolkit, systems, structures, and ways of working., • Develop relationships with key internal partners and stakeholders., • Learn CRM tools and how to manage, document, and track sales activities., • Develop a foundational understanding of your defined territory and begin scheduling sales calls and creating a webinar roadmap., • Utilize your established network of business contacts to create “buzz” in your territory with current and prospective agency partners and market access relationships. What You’ll Do in 60 Days • Begin managing pre-defined territory, achieving minimum weekly required sales calls., • Establish a presence in the territory and identify a pipeline of high-potential agency prospects., • Ensure well-defined agency code management and hierarchy in the territory, allowing for scalable growth., • Begin to prioritize territory and create a tactical strategy to achieve short and mid-term growth plans. What You’ll Do in 90 Days • Establish command over pre-defined territory, sales plan, and objectives., • Create key initiatives and tactics aligning with the annual territory sales plan., • Solidify oneself as a key member of the Acquisition Team as a valuable and effective member capable of driving results, achieving set goals, and providing valuable insights to bolster long-term success within the Broker Channel. \n Thimbler Benefits & Perks -Fully remote company -Thimble Fridays! (out of office at 12:00pm local time) -Comprehensive health, vision, and dental coverage -PTO: 20 days vacation, 8 floating days, 10 company-wide holidays, 1 VTO (Volunteer Time Off), and unlimited sick time -Parental Leave: 100% paid 12 weeks + 2 weeks gradual return -Company computer hardware of your choice -Work from home setup reimbursement -Monthly co-working space and/or child care reimbursement -Monthly ClassPass credit -Quarterly wellness reimbursement -Other health & wellness perks including: One Medical, Teladoc, Talkspace, Kindbody, and Health Advocate -Virtual events, happy hours, trivia, and fun!

*This role is open to remote or hybrid candidates (East Coast preference), with hybrid being central to our New York, NY or Charlotte area offices. Must be able to work Eastern Standard Time hours. For the Bankrate website . Curious how Bankrate fits into Red Ventures? As a Senior Product Manager, you will own major portions of the squad’s roadmap and shape its coherence. You act as the deep owner of the squad’s core domain and the creator of clarity and multi-quarter strategy. In this role, you define the "center of gravity" for major strategy components and operate with a strategic horizon of 6–18 months. Specifically, you will focus on Bankrate’s Supply platform ecosystem, with core ownership of components within Loantek (our pricing and product engine that underpins the home lending marketplace), BAP, and RMS. This is a high-impact platform role focused on reducing complexity, increasing scalability and reliability, and creating clarity across pricing, data, and advertiser workflows. You will help determine the best path forward to invest in our platform and innovate to support greater personalization and pre-qualification capabilities , ensuring the platform is resilient and prepared for future growth and expected 2026 refinance traffic surges. What You’ll Do: • Strategy & Direction: Define multi-quarter direction and measurable outcomes, synthesizing complex insights into clear direction. Articulate a cohesive modernization roadmap from a product lens to handle increased scale, complexity, and volume across the pricing engine and supporting systems., • Cross-Functional Leadership: Lead cross-functional execution across engineering, design, and data science for complex initiatives, ensuring work is delivered with clarity, quality, and measurable impact. Partner with Engineering and Design leads to ensure strong execution health, technical quality, and appropriate sequencing of foundational vs. feature work., • Roadmap Alignment: Create structure and alignment across multiple roadmap streams. Frame strategic tradeoffs explicitly and guide investment decisions using customer needs, advertiser outcomes, platform health, and business impact., • Problem Framing: Maintain appropriate distance from specific solutions as scope increases, focusing instead on underlying problems, constraints, and system behavior., • Validation & Metrics: Define success metrics tied to platform scalability, pricing effectiveness, advertiser outcomes, and system reliability. Use quantitative and qualitative insights to guide prioritization and validate outcomes., • Customer Connection: Build voice-of-customer connection by working with stakeholders to gain direct access to customers and advertisers for validation., • Domain Leadership: Develop deep mastery of the product domain, users, and underlying systems—including Loantek’s pricing logic, integrations, constraints, and operational realities—to serve as a trusted source of context. Use this judgment to anticipate implications and downstream effects. Apply this expertise to shape strategy, guide others, and inform cross-domain tradeoffs rather than to control individual solutions. What We’re Looking For: • Strategic Horizon: Demonstrated ability to manage a strategic horizon of 6–18 months owning complex, interconnected platform components rather than isolated features., • Domain Expertise: Deep experience or strong familiarity with a home lending pricing engine or PPE, ideally in mortgage or refinance contexts. Experience with platforms such as Optimal Blue, Mortech, or similar pricing engines is highly valued. Prior experience with mortgage pricing, rate logic, eligibility constraints, margins, and advertiser considerations is strongly preferred., • Platform Modernization: Demonstrated ability to modernize legacy platforms and scale systems to handle increased volume and complexity., • Complex Synthesis & Technical Background: Expert ability to synthesize complex insights into clear, actionable direction. A technical background, either as an engineer or in a product role focused on complex backend systems, is strongly preferred., • Outcome Orientation: Experience defining and driving measurable outcomes rather than just output , with a proven track record in revenue-impacting or platform-critical systems., • Stakeholder Influence: Ability to build alignment across multiple roadmap streams, stakeholders, and cross-functional partners., • Systems Thinking: Demonstrated ability to focus on system behavior, legacy complexity, and constraints rather than premature implementation details., • Adaptability: Ability to adjust the level of solution involvement based on the role and strategic horizon. Compensation: This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included below. Actual compensation varies based on location, experience, and qualifications. • Total Cash Compensation Range: $100,000 – $195,000 per year Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements. • Health Insurance Coverage (medical, dental, and vision), • Life Insurance, • Short and Long-Term Disability Insurance, • Flexible Spending Accounts, • Holiday Pay, • 401(k) with match, • Employee Assistance Program, • Paid Parental Bonding Benefit Program, • Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That’s why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service. Who We Are: Bankrate is redefining the future of financial decision-making. For nearly five decades, we’ve empowered tens of millions of consumers to make smarter financial choices and helped hundreds of leading financial institutions grow. Today, we’re evolving from a marketplace into a next-generation technology platform—underpinned by proprietary data, AI-driven innovation, and deep enterprise integrations. With our track record of delivering consumers quantifiably better offers—for example, on home loans where we lead the market—Bankrate stands at the center of the $60B U.S. financial services acquisition opportunity. As we expand through omnichannel marketing and strategic partnerships, and launch unique consumer product applications, we’re building a more efficient, personalized, and connected financial ecosystem—one grounded in trust. Join us as we transform five decades of credibility into the next era of financial technology. Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com. If you are based in California, we encourage you to read this important information for California residents linked_. #li-sf1 #br At Red Ventures, we believe in real human connection. That’s why we do not hire someone through text, social media, or email only. As part of the hiring process, you should expect live conversations with RV teammates before any offer is made. Also, keep an eye on the sender: we only use official @redventures.com email addresses at the portfolio level or business specific email addresses (e.g., @thepointsguy.com), not ones like “redventurescareer.com.” We will never ask candidates to send money, buy equipment, or share financial account info during your journey with us. You can always find our open roles on redventures.com— if you receive a message that seems suspicious, please use redventures.com to verify the opportunity. For more, the U.S. Federal Trade Commission has published helpful articles to help individuals learn more about protecting themselves from recruiter scams. If you think you’ve been targeted, feel free to report it to your local authorities. Stay safe out there! Click here for more details regarding the employee privacy policy: _ Questions about this Privacy Notice can be directed to _. Alternatively, you may raise any questions or concerns to your manager, HR Business Partner, or through the Privacy Team.

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, and credit unions. The Senior Customer Success Manager (CSM) plays a vital role in building strong, strategic partnerships between Total Expert and our enterprise customers. CSMs are trusted advisors who help customers realize maximum value and ROI from the Total Expert platform. By combining industry expertise, product knowledge, and a deep understanding of customer challenges, CSMs guide organizations toward achieving their business objectives and accelerating revenue growth. The work you do empowers tens of thousands of financial services leaders to help their customers make confident, life-shaping financial decisions. This position is remote for candidates residing outside of Minnesota. For candidates based in Minnesota, the position follows a hybrid schedule with three on-site days per week in our St. Louis Park, MN office. What You’ll Be Doing: · Champion Customer Success: Promote and communicate the full value of Total Expert’s products and services to help customers achieve measurable results. · Understand the Ecosystem: Gain deep knowledge of each customer’s tech stack, system integrations, and dependencies to optimize their use of Total Expert. · Be a Trusted Advisor: Build and maintain long-term relationships by recommending workflows, best practices, and strategic guidance tailored to each customer’s goals. · Drive Retention and Growth: Lead contract renewals and identify upsell or cross-sell opportunities within your portfolio of accounts. · Ensure Customer Satisfaction: Monitor sentiment and engagement to proactively drive retention and reduce risk. · Measure Success: Track and report progress toward the customer’s definition of success, demonstrating clear business value over time. · Develop Executive Relationships: Engage with stakeholders across all levels—including executives—to understand key objectives, challenges, and performance indicators. · Conduct Business Reviews: Lead regular strategic and operational reviews to assess outcomes, alignment, and next steps. · Optimize Processes: Partner with customers to improve efficiencies, streamline workflows, and maximize platform productivity. · Increase Adoption and Engagement: Drive active usage, deliver training, and promote adoption of new features and functionality. · Advocate for the Customer: Serve as the customer’s voice within Total Expert, collaborating cross-functionally to address needs and influence product enhancements. · Document and Report: Maintain accurate and up-to-date records of customer interactions, success plans, and engagement history within our customer success platform. · Contribute to a Growth Culture: Continuously looking for ways to enhance customer experiences and internal processes. What We Are Looking For: · Self-Starter with Growth Mindset: Ability to work independently with a strong desire to learn, adapt, and grow. · Thrives in Startup Culture: Resilient, resourceful, curious, and energized by a fast-paced, evolving environment. · Tech-Savvy and Passionate: Enthusiasm for technology, innovation, and driving success in a growing SaaS company. · Strategic Relationship Builder: Proven ability to manage complex, multi-divisional, and geographically diverse accounts. · Customer-Centric Mindset: A genuine passion for delivering exceptional experiences and measurable outcomes for customers. · Decisive Problem Solver: Skilled at analyzing complex challenges, identifying root causes, and developing strategic solutions that align with both customer and company goals. · Cross-Functional Collaborator: Experience partnering effectively with Sales, Product, Professional Services, and Support teams to drive success. · Executive Credibility: Ability to communicate and establish trust with stakeholders at all organizational levels, including C-suite executives. · Strong Multitasker: Capable of managing multiple priorities and meeting deadlines under pressure. · Positive and Energetic: High energy, flexibility, and a proactive “can-do” attitude in the face of challenges. · Excellent Communicator: Outstanding written, verbal, and presentation skills; comfortable translating technical details into business value. · Organized and Analytical: Exceptional time management, problem-solving, and analytical abilities. · Proficient in Tools: Highly skilled in MS Excel, PowerPoint, Word, Outlook, and process mapping tools. · Traveling (15-25%) to customer onsite as well as industry events. Skills and Experience that Will Help You Succeed · Experience in the mortgage industry preferred · Experience with the Total Expert platform a plus · 5+ years of experience in Customer Success, Account Management, or Management Consulting (or a similar client-facing role) · 3+ years of experience in a SaaS or technology organization · Experience in financial services, marketing automation, or CRM platforms a plus Compensation/Benefits: The anticipated base salary range for this role is $95,000 - $105,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible for variable compensation based on achievement of quota targets. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Remote (ET & CT time zones only – some travel required) Clasp is a venture-backed, mission-driven startup transforming access to education and career pathways. We are revolutionizing the way employers attract and retain critical talent and the way colleges and universities support their students through education financing — all while tackling the student debt crisis. (Yep, we think BIG.) We like to think of ourselves as more than a fintech; we're a catalyst for economic mobility. A Forbes Fintech 50 company, portfolio company of SHRM (Society of Human Resource Management — the largest HR organization out there!) and recipient of "Startup of the Year" by StartUp Boston, Clasp is driven by our commitment to social impact and innovation. Clasp Talent helps healthcare employers attract and retain critical talent by connecting them with diverse candidates and using student loan repayment as a powerful recruiting and retention tool. We meaningfully connect employers, educational institutions, and learners to drive mutual benefit. Clasp Finance equips colleges and universities with lending technology to launch and operate their own private student loan programs, enabling schools to step in and support their students directly with financial aid. Recent federal financial aid changes are reshaping how institutions think about supporting their students, and Clasp Finance is poised to meet this moment. Join us on our journey to give power to learners and unlock fulfilling careers that drive positive change in their communities and beyond. Clasp is looking for a Senior Product Manager to drive product experiences for our student lending business (Clasp Finance) as our business experiences unprecedented growth. Clasp Finance is the platform we sell to colleges and universities so they can stand up and operate their own private student loan programs — supporting their students with institutional financial aid at a time when federal aid alone is no longer enough. In this role, you will own the product strategy and roadmap for Clasp Finance, including our in-house loan origination system, our proprietary credit models and the tooling we use to monitor and report on the servicing of our loans. You will inherit a platform that has earned real traction with schools and is actively powering Clasp Finance's growth. Your charge is to take it to the next level — deepening the feature set, scaling its foundations, and shaping the enterprise-grade system that will anchor Clasp Finance's continued expansion. You will report to the Director of Product, who oversees both Clasp Talent and Clasp Finance product areas and work closely with the General Manager of Clasp Finance. Own the Clasp Finance Roadmap: Set and drive the product strategy for Clasp Finance, partnering with engineering, sales, lending operations, credit, and compliance to deliver a platform that meets the needs of school customers and the borrowers they serve. You will be accountable for both the borrower-facing application experience and the school-facing administrative tooling and reporting. Scale to Enterprise Grade Reliability: Partner with engineering to define reliability and scalability requirements, and help prioritize technical investment against customer and business needs. Engage Schools as Customers: Work directly with financial aid offices, bursars, treasury teams, and IT leaders at colleges and universities to understand how they want to operate their loan programs. Translate those needs into product requirements that work across diverse institution types — from large state universities to small private colleges to professional schools. Own the Borrower Experience: Design application flows, underwriting decisioning experiences, disclosures, co-signer flows, identity verification, and funding and disbursement processes that are both compliant and intuitive for students and their families. Establish Servicing Oversight Tooling: While Clasp does not service its loans directly, we are accountable to our school customers for how that servicing performs. Define the monitoring, reconciliation, and reporting tools that give Clasp and our schools clear visibility into portfolio performance, borrower outcomes, and servicer SLAs. Partner with Compliance and Legal: Treat regulatory requirements as a design constraint from the outset. Work closely with legal and compliance on TILA, ECOA, state licensing variation, adverse action handling, fair lending, and the full range of obligations that come with originating consumer credit. Deliver Reporting that Schools Can Act On: Design the dashboards, exports, and ad hoc reporting that school CFOs, financial aid leaders, and boards need to understand how their loan programs are performing — across vintages, approval rates, charge-offs, repayment trends, and other key portfolio metrics. Experience: 5+ years in product management, with meaningful time spent on lending, credit, or loan origination products. You have shipped in regulated domains. Lending Domain Depth: Direct experience with origination flows, underwriting, decisioning, identity verification, disclosures, e-sign, and funding. Student lending experience is a strong plus, but consumer lending experience across personal loans, auto, mortgage, or BNPL with underwriting translates well. Pattern Recognition Across Stages: You have taken a lending product from early-stage to enterprise grade, or you have worked at a lender that made that transition and you understand what it required. You are comfortable with ambiguity and recognize what excellence looks like at scale. Regulatory Instinct: You have a deep respect for compliance and have partnered closely with legal and compliance teams on consumer credit products. You understand state-by-state licensing variation, fair lending considerations, and how to design products that hold up under scrutiny. Data Fluency: Loan origination is a data-heavy product. You are conversant in credit bureau data, decisioning logic, vintage analysis, and portfolio performance metrics, even if you are not the one building the underlying models. Cross-Functional Leadership: Demonstrated ability to align engineering, compliance, sales, and operations partners around a shared roadmap and drive execution across functions. B2B and B2C Sensibility: You can hold both the borrower and the institutional customer in your head at once. You have either sold to or built for institutional customers before, or you have a strong instinct for how it differs from pure consumer product work. Communication Skills: Strong verbal and written communication, with the ability to explain complex ideas to both technical and non-technical stakeholders, including executive leadership and external school customers. Strategic Thinking: Ability to leverage both qualitative and quantitative data to inform product decisions, and to make confident calls under uncertainty. Competitive cash and equity compensation Health benefits (health, dental, & vision) Student loan repayment benefits 401k matching Commuter benefits Flexible PTO policy Opportunities to grow and perform in a fast-paced environment alongside a stellar team. The salary range for this position is competitive and will be commensurate with the candidate's experience, qualifications, and industry knowledge, ranging between $140,000 to $170,000 annually. In addition to the base salary, we offer an attractive equity component as part of our compensation package, providing an opportunity for eligible employees to share in the success and growth of our company. We are committed to offering competitive compensation and benefits packages to attract and retain top talent. If you are a driven product leader with deep lending expertise and a passion for building systems that meaningfully serve the people who rely on them, we want to hear from you. Join us in reshaping how schools support their students and making a lasting impact on the future of higher education financing. Apply now to be part of our growing team! To ensure smooth collaboration with the Boston-based team, we are limiting to Eastern/Central timezones with the expectation that it will be Boston hours. Additionally, they must be within 1 hour of a medium hub/ large airport with multiple daily flights to Boston. We are targeting the broader New England area to start as we expect that the candidate to have frequent travel to Boston for onboarding and ongoing collaboration. We are committed to creating a diverse and inclusive workplace where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents. Clasp is an equal opportunity employer and prohibits discrimination and harassment of any kind. We embrace diversity and are dedicated to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.

BlueHub Loan Fund (BHLF), an affiliate of BlueHub Capital (BlueHub), seeks a Construction Loan & Closing Specialist (CLCS) to support our community development lending program to a diverse set of borrowers. These include real estate developers, charter school and community health center operators, and non-profit and social enterprises serving low-income families and communities. BHLF currently has a loan portfolio of approximately 165 borrowers with aggregate outstanding balances of over $220 million. This person will join the Portfolio Management team, which plays an integral role in loan closings, loan administration, loan disbursements and loan operations and report to the Director of Construction Loan Management. The CLCS will manage and maintain procedures and internal controls related to a complex set of commercial transactions in accordance with BHLF’s Loan Policies and Procedures. This newly created position requires a highly motivated person with a commitment to community development finance and, ideally, a background in construction management and monitoring, loan closing, or portfolio management. This person will be responsible for closing and funding loans in coordination with Loan Officers, the Portfolio Management Team, the Finance Department, outside consultants and legal counsel. They will also be responsible for reviewing construction requisitions, closing, disbursing and monitoring construction loans. This person will support portfolio reporting responsibilities on a monthly and quarterly basis. The candidate must be a self-starter, have the demonstrated ability to work independently and effectively on several tasks in a fast-paced environment, and have strong quantitative skills as well as strong written and verbal communication skills. The candidate must be able to work collaboratively across departments within BlueHub and externally with borrowers and consultants. Work Arrangements: This position is Boston-based. BlueHub staff are working a hybrid schedule of three days of work in the office (Tu-Th) and two days of remote work (M & F). Background: BlueHub Capital is a mission-driven, nonprofit community development financing organization focused on building healthy communities where low-income people live and work. We use innovative financial tools and deploy capital to support projects that make communities more vibrant places to live. BlueHub has four distinct programs: BlueHub Loan Fund (community development financing), BlueHub SUN (foreclosure relief), BlueHub Energy (clean energy access) and One Percent for America (citizenship financing). Since our founding in 1985, BlueHub has invested over $3.1 billion (and leveraged over $16.1 billion) to finance: • Affordable housing, school facilities, child and youth development programs, community-based health centers, grocery stores, and community gathering places, • Reducing financial barriers to US citizenship, • Clean energy enhancements that expand access to solar and other renewable sources for people with low incomes, • Mortgage lending for families facing foreclosure Increasing economic opportunity is at the heart of why BlueHub exists and why we do the work we do. Our investments focus on communities that have been systematically denied access to capital. Our offices are located in the Roxbury neighborhood of Boston, MA. To learn more about BlueHub Capital, please visit, www.bluehubcapital.org. Essential Duties and Responsibilities: Construction Loan Management (50%) • Build and maintain construction cash flow spreadsheet for each construction loan, tracking closing budget, change orders and disbursements throughout the construction loan., • Manage capitalization of construction loan interest., • Identify construction loan problems and recommend solutions to the lending and portfolio management team., • Maintain and ensure electronic and database files are kept organized, maintaining an audit trail of all disbursements., • Review and approve construction requisitions., • Coordinate lender inspector site visits and review site observation reports., • Coordinate funding with loan officers and the finance team., • Manage ongoing construction disbursements: request and review title insurance updates, track and ensure receipt of lien waivers, monitor hard and soft cost budget items, contingencies and invoices., • Manage funding of requisitions internally and with other project lenders. Loan Closing (30%) • Work closely with loan officers to prepare, collect and process due diligence items and documentation related to loan closings. Identify and help resolve potential barriers to closing., • In conjunction with loan officer and outside legal counsel, oversee preparation and manage completion of loan closing checklists to ensure that all loan closing conditions have been met and approved by authorized parties., • Maintain working knowledge of BHLF’s Loan Policies and Procedures to ensure compliance with internal approval and closing requirements, including Know Your Customer and Office of Foreign Assets Control policies. Recommend updates to policies as needed., • Set up new loans in BHLF’s loan administration systems, including Salesforce and TEA., • Support the closing and funding process in conjunction with other transaction parties and internally with loan officers, the Finance team and our legal counsel., • Manage loan closing and closing disbursement funding process for construction loans., • Assemble and construct closing requisitions. Review and approve closing requisitions when BHLF is participant lender., • Review and approve settlement statement for closing in coordination with the title agent., • Participate in pre-construction calls with BHLF Borrowers, peer funders and development consultants., • Support the opening of controlled bank accounts required by certain loan transactions., • Coordinate with BlueHub’s Communications Team, borrowers and other transaction parties to ensure BHLF is acknowledged in press materials and on construction site signage for the projects we support, and that we are invited to participate in ground breakings, ribbon cuttings and similar in-person and virtual events. Portfolio Reporting (20%) • Manage development of monthly, quarterly, and annual reports for internal and external stakeholders., • Upload data from our accounting software (TEA) into Salesforce (SF) on a monthly and quarterly basis., • Generate and format TEA and SF reports on a monthly and quarterly basis., • Reconcile SF reports to TEA to ensure material loan terms match across platforms., • Manage TEA and SF ad hoc reporting for BHLF. Other duties as assigned. Essential Job Requirements: • 4-5 years of loan closing, construction loan management or related experience in community development, real estate transactions or commercial lending., • Proficiency with MS Office Suite is required., • Experience with databases and CRM platforms; experience with Salesforce and/or TEA preferred., • Excellent quantitative, written and verbal communication, and organizational skills. Must demonstrate a high level of attention to detail and commitment to accuracy., • Excellent judgment and prudent decision-making abilities., • Able to build relationships internally and work in a cooperative and diverse team environment., • Able to build relationships externally and elicit confidence through a commitment to accuracy, timeliness and professionalism. Additional Desired Qualifications: • Experience with or understanding of the New Markets Tax Credit (NMTC) program, Low-Income Housing Tax Credit (LIHTC) and Historic Tax Credit (HTC) programs, and/or charter school facility operations or financing., • Experience with community development real estate developers and nonprofit community-based organizations., • Candidates who reflect the diversity of the communities we serve or have a keen interest in advancing economic development for those communities are strongly encouraged to apply for this position. Salary and Benefits: Salary is competitive and commensurate with experience within the guidelines of BlueHub Capital’s salary scale. As a “life cycle employer,” BlueHub invests in the benefits, training, growth opportunities and infrastructure that let you envision a career here. Benefits for full-time employees include: • Generous insurance benefits: Health, dental, vision, life and disability insurance, including additional reimbursement for out-of-pocket healthcare expenses, • Retirement benefits: Competitive 401(k) matching, • Unique BlueHub benefits and stipends that support employee wellness, sustainable practices and charitable gift matching, • Excellent package of vacation time and paid leave, as well as generous roll-over policies Application: Please submit a resume and cover letter online via our application portal. You may direct your cover letter to Shannon Weiss, Talent Acquisition Specialist. No calls please. Due to the high volume of applications, BlueHub Capital cannot return phone calls about the position and, regrettably, cannot notify applicants of the status of applications unless an interview is requested. BlueHub Capital is an Equal Opportunity Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, age, national origin, ancestry, active military or veteran status, physical or mental disability, medical condition, pregnancy (which includes pregnancy, childbirth, medical conditions related to pregnancy and childbirth, and breastfeeding and expressing breast milk), genetic information, or other protected status in accordance with applicable federal, state and local laws. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individual’s qualifications for a specific job opening.

What we're doing Owning a home is a foundational part of building financial security and wealth in America. However, the tools and technology that support homeownership are antiquated, dependent on things like fax machines, handwritten documentation, and hours of manual review. We're here to change it. Vesta is the next-generation system of record to power the multi-trillion mortgage market. We believe that we are overdue for a core transformation – that in order to build a fully automated process and fully digital customer journeys, lenders will have to adopt a system of record platform that is modern, open, and orchestrated by best-in-class software workflows. Who we are Our founding team is no stranger to the complexities of the financial industry. As early employees at Blend, they spent years together focused on creating modern cloud infrastructure for banks. Now, with Vesta, they are transforming the mortgage industry by creating the most flexible, open, and automated origination experience, benefitting financial institutions and their customers. And, we're not alone. We've raised $55M from top tier investors, including Andreessen Horowitz, Bain Capital Ventures, Conversion Capital, Zigg Capital, and Index Ventures. We believe that our team is our greatest competitive advantage and take pride in having a team of exceptional humans. As a team, we value humility, empathy, self-awareness, and an orientation towards action. If this sounds like you and you're excited by the idea of getting in at the ground level to be part of building the infrastructure that will power the future of the finance industry, we would love to hear from you! Who you are An ideal candidate is a product-minded engineer who wants to understand the business, the product, and the best ways to deliver value to our customers. You are someone who loves building software that delights users and may be interested in founding a company of your own some day. You understand the balance of when to build quickly to deliver value sooner, but also when to build meticulously for mission-critical projects. You are someone who your teammates can depend on to get things done and take responsibility for your commitments. You love working alongside smart and talented people who are execution oriented. About your role You will work on a product-oriented team with a focus on building, delivering, and maintaining functionality in areas where the business needs are strongest. You will be a expected to be an owner of these product areas and use your experience to help Vesta create as much value as possible for our customers. Because we try to tailor the role to the strengths of every team member, most items listed are not hard requirements, but some areas of experience that may be relevant are listed below: \n • 4+ years of experience building web applications, • PostgreSQL or other relational database, • C# or other statically typed language (Kotlin, Go, Java, etc), • React (required experience) and TypeScript, • AWS, Kafka, Redis, • Working in an environment with complex data models Perks + Benefits • Robust medical, vision, & dental coverage (~100% of employee premiums covered), • FSA plan offering, • 401(K) plan offering, • Meaningful parental leave - 16 weeks fully paid for all new parents, birthing & non-birthing parents (applies to adoptions as well!), • Remote-first culture with a physical hub in the bay area!, • Generous Work From Home & Wellness Benefits, • Monthly cell & wifi stipend, • Monthly Doordash benefits, • Open & encouraged flexible time off, • Company offsites to get to know the team! \n Our cash compensation amount for this role is targeted at $170,000 - $220,000/yr. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. At Vesta, we believe that the only way we can tackle the challenging problems in front of us is by having diverse perspectives and an environment that promotes inclusivity. We’re committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. As part of our onboarding process, we participate in the E-Verify program.

We are seeking motivated individuals for a full-time remote Entry Level Sales Manager position. This role combines operational oversight, leadership development, and client-focused service. You will help manage daily team functions, support performance goals, and uphold organizational standards while developing the skills needed to advance into higher leadership roles. This position is ideal for individuals who want a structured path into management, hands-on mentorship, and the opportunity to grow within a proven system. Responsibilities • Oversee daily team operations and ensure alignment with organizational goals, • Coordinate tasks and workflows among team members, • Provide training, coaching, and guidance as needed, • Conduct virtual appointments with clients to assess needs and present coverage options, • Help families protect income, mortgage, and final expenses, • Implement strategies to improve efficiency and team performance, • Communicate progress, challenges, and insights to upper management, • Participate in ongoing leadership and professional development, • Mentor and support new agents as you progress into leadership roles Compensation • Typical first-year earnings: $50,000–$70,000, • Weekly pay with performance-based bonuses, • Higher earning potential for top performers and those promoted into leadership Career Growth & Leadership Track This role is designed for individuals who want more than just a job. • Clear, structured promotion benchmarks, • Leadership training from day one, • Opportunities to advance into trainer, manager, and agency leadership roles, • Long-term income growth tied to performance and leadership—not seniorityQualifications, • Strong organizational and time management skills, • Excellent leadership and interpersonal abilities, • Effective written and verbal communication, • Basic understanding of operational systems and processes, • Analytical thinking and adaptability in problem-solving, • Proficiency with productivity tools and remote work platforms, • Previous experience or internships in management, administration, or related fields is a plus, • Coachable, self-motivated, and able to work independently, • Willingness to obtain a state insurance license (guidance provided)What We Offer, • 100% remote work from anywhere in the U.S., • Comprehensive training and ongoing mentorship, • Proven sales system and consistent lead flow, • No experience required — we train the right people, • Real advancement opportunities backed by a supportive leadership team

Job Title: Customer Service Representative Location: Henderson, NV (Remote work available in NC, SC, AL, and GA) Job Type: Full Time / Part-time Company: Village Capital & Investment LLC About Us: Village Capital & Investment LLC is a well-established mortgage company committed to delivering a quick, efficient, and quality mortgage loan process to our customers and business partners. We are a nationwide mortgage lender specializing in FHA, VA, and USDA loans. Our headquarters are located in Henderson, NV. As a lender/servicer, we work with loan originators, brokers, and correspondents to offer our customers competitive rates and excellent terms. Position Summary: We're looking for a motivated and detail-oriented Customer Service Representative to join our growing team. In this role, you'll serve as the primary point of contact for our customers, assisting with inquiries, resolving issues, and ensuring each interaction reflects our commitment to outstanding service. This position is based in Henderson, NV, but we are also hiring remote team members who reside in North Carolina, South Carolina, Alabama, or Georgia. Duties and Responsibilities: • Receiving inbound calls from current and potential clients, • Place outbound calls to follow up with clients on a resolution to their issue, • Assisting with their basic mortgage needs to achieve one call resolution, • Engage in a meaningful conversation in order to build rapport and assist the client with all aspects of their mortgage., • Partner with internal and external departments to resolve client issues Benefits: • Competitive Starting Wage, • Great Health Benefits package including Medical, Dental, Vision, • 401(k), • 1 week of paid training. We are invested in your success and development., • Daytime hours from 5:00 am to 7:00 pm, Monday - Friday, • Full-Time or Part-Time consistent schedules and hours you can count on every week with overtime opportunities available REQUIREMENTS: • High school or equivalent (Preferred), • Computer skills: 1 year (Preferred), • Customer Service Experience, • Excellent Phone Etiquette, • Keeping composure during stressful predicaments, • Possess a strong work-ethic, • Must be attentive to detail, • Must be computer proficient (Excel, Word, Gmail, Google, etc.), • Teachable, • Personable, • Outgoing, • Dependable, • Always seeking to improve, • Commitment to confidentiality, • Essential organizational skills, • Exceptional verbal and written communication Shift: • 4 hour shift, • 8 hour shift, • Day shift, • Evening shift, • Morning shift Education: • High school or equivalent (Preferred) Experience: • Customer Service: 1 year (Preferred) Employment with Village Capital & Investment is contingent on the successful completion of a background check. This process may include, verification of employment history, educational background, criminal records, and credit checks where applicable. Any discrepancies or findings may affect employment eligibility. By applying for this position, candidates consent to the background check process in accordance with applicable laws and regulations.

Orchard Mortgage is an affiliate of Orchard, fully dedicated to offering mortgage services to Orchard’s real estate customers to provide a seamless and delightful home buying transaction. Orchard Mortgage is an innovative environment, with a focus on constant improvement, transparency, and teamwork. We will provide you with leads from top producing agents in our markets. Your job will be to build excellent relationships with both Orchard Agents and Orchard customers, to win their future loan business through the services and offerings we provide (such as free refinances for life). You are not expected to bring your own leads but are welcome to bring your own leads and relationships as well and offer the same unique products and services we provide. This is a full time role that will report into the Mortgage Sales Manager. This is a remote position that will be expected to be based in either the Greater Denver, CO area, the Greater Seattle, WA area or the Greater Atlanta, GA area and available to attend agent networking events such as Orchard happy hours and agent training once a month. What You’ll Do Here • Consult with clients about current needs and financing solutions to help them achieve their financial goals including Orchard Mortgage’s unique offerings such as our Equity Advance loan, • Build great relationships with Orchard’s real estate agents and collaborate with them to create a great home buying experience for our customers, • Be “go to person” for all home financing related needs that our customers or agents have including being the expert on our Equity Advance loan and Move First offering, • Close a high percentage of captive leads and manage pipeline of at least 10-15 loans per month, primarily purchases with some refinances, • Work collaboratively with other teams across the Orchard ecosystem in Real Estate and Title Operations to provide the best customer outcomes, • Support weekend coverage once per month to ensure customers have the support they need even on weekends Compensation Range: The average full-time fully ramped Loan Officer earns $110-225K per year depending on performance. The structure is a draw against commission with a 3 month ramp period for new hires. The role also comes with benefits and equity in the company. We’d Love to Hear From You if You Have: • At least 3+ years experience with lending experience and an active NMLS license or registered (Georgia, Washington or Colorado required), • Strong consultative sales skills to get our customers the best financial outcome and help them understand the programs available to them, • A passion for customer service and relationship building with keeping both our customers and agents in the loop on what is going on, even if that is after hours or on a weekend., • Deep knowledge of guidelines pertaining to Fannie Mae, Freddie Mac, FHA, VA with the ability to provide high quality pre-approvals/pre-qualifications (bonus if you also are familiar with common non-QM programs and reno/construction loans), • Technology savvy with the ability to learn and work with new systems especially as the mortgage world progresses. Preference for experience with Blend and Byte (or similar systems). #LI-Remote Orchard is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.

Responsive recruiter Compensation and Benefits • Competitive, volume-based commission structure, with enhanced rates for self-sourced business • Quarterly bonus opportunities• Anticipated annual earnings range from $100,000 to $300,000+, depending on production• 401(k) with company matching• Dental, health, and vision insurance• Life and accident insurance• Paid time off (PTO) We have more clients than we can currently serve with our standard of world-class excellence, which is why we’re bringing a couple of all-star mortgage professionals on board. This is truly the single most unique and compelling mortgage opportunity in Colorado, thanks to an ownership structure led by passionate real estate professionals who insist on unforgettable client experiences—and they bring their own clients straight to us. We’re seeking experienced mortgage originators, or high-performing LOAs ready to transition into the role, who are relentlessly service-focused and meticulously detail-oriented. You’re analytical, quick to act, and while traditional business development may not be your passion, you thrive at partnering with real estate professionals and guiding clients on their journey to homeownership. Compensation ranges from $100,000 to $300,000+, depending on experience and how effectively you deliver results. First step: complete our application and upload your résumé. More details on the position below. Who We Are Modern Mortgage is a dynamic, young mortgage banking company with a strong identity and a solid reputation, driven by a mission to empower people. We see a mortgage as more than just a loan—it’s a vital step toward achieving bigger life goals. What others might view as a daunting process, we see as an incredible opportunity and privilege to guide people through. Our commitment to excellence runs deep, and we know we can serve our clients and partners best when we work together as a cohesive team. We’re grounded, honest, and approachable—and, let’s be real, we’re pretty entertaining, too. Growth is on the horizon, and we’re ready for what’s next. But we can’t get there without the right people—people like YOU—joining us on this exciting journey. You and This Position · You’re a proactive, people-first person who excels at building connections and solving problems.· Your intuitive and approachable communication style helps you connect easily with others.· You believe client experience is paramount and that it’s driven by thoroughness and precision.· You move quickly, juggle tasks efficiently, and stay analytical, all while keeping the bigger picture in focus.· With substantial experience in the mortgage business, you see homebuying, refinancing, and real estate investment as pivotal life events, not just financial transactions.· You’re frustrated by outdated systems, unreliable agent relationships, or higher-than-market rates that hinder your ability to serve clients effectively.· You want to join a team that puts people first, operates with clarity, and is excited to move forward together.· You’re ready for a new chapter - one where you can be empowered to make a lasting impact and grow alongside a team that shares your vision. What You’ll Do · Nurture and maintain relationships with both existing and new agent partners introduced to you.· Guide clients and partners through the mortgage process with clear, proactive, and strategic communication.· Complete income reviews, credit evaluations, and provide payment estimates and strategic scenarios to support home searches and offers.· Align loan structures with client goals, collaborating with the processing team to ensure smooth loan progression.· Originate loans in compliance with all regulatory and company guidelines, leveraging our provided systems and tools.· Proactively monitor past client database for refinance opportunities and present them to clients.· Attend closings and elevate the experience with thoughtful gestures, such as handwritten notes and thank-you gifts.· Participate in company and industry events. Qualifications: • 3+ years as a loan officer (or highly independent LOA) preferred, with deep knowledge of conventional, FHA, and VA loans• NMLS license required• Proven ability to proactively solve problems, anticipate challenges, and resolve issues efficiently• Organized and detail-oriented• Excellent written and verbal communication and interpersonal skills• Proficiency in Microsoft Office, plus familiarity with Arive LOS or Jungo CRM a bonus• Based in Denver Metro or Colorado Springs with flexibility for a hybrid work schedule (partial in-office time required, and ability to attend closings, meetings, and company events) What’s Next? If you see yourself in this description, we’d love to talk! We’ve partnered with our affiliate, Colorado Home Realty, to manage the first part of our hiring process, so don’t be surprised to see their name. Flexible work from home options available. Compensation: $100,000.00 - $300,000.00 per year There is a difference in people who want to join something and people who want to build something. Everyone at Modern Mortgage is a builder, helping you reach your goals and build your future. We’re in the ‘give clients great experience’ business. The pursuit of excellence is in our bones. We believe in the powers of small actions, wise decision-making, and residential real estate. And we take a serious approach to business without taking ourselves too seriously. Spurred by hardship in his upbringing, Modern Mortgage founder Adam Hebener has always sought wisdom to help him make the best possible choices for himself and his family. He firmly believes that there is a “best way” to do things and that seeking and applying wisdom in decision-making is key to overcoming obstacles and building an “anti-fragile” life. Committed to applying those principles to his own life, Adam is an avid consumer of information and challenger of status quos. After nearly 20 years of experience and a top-producing track record in mortgage banking, Adam began to see cracks in the existing mortgage banking model and decided to challenge it. Modern Mortgage was born in December 2018. With a methodology that educates and empowers borrowers to make wise choices, an unconventional approach to mortgage shopping that can save borrowers tens of thousands of dollars, and operational excellence that fosters a faster and cleaner experience, Adam, CEO Virginia Shank, and the Modern Mortgage team are challenging the status quo in mortgage banking with mortgages for the modern world.

Employment: Full-Time Work Location: U.S.-Based (availability varies by state; some roles may require local market coverage) Compensation: Production-based (details provided by recruiter) Client: Confidential lender partner (hiring through The Mortgage Talent Network) The Role The Mortgage Talent Network is working with a lender partner to hire a Mortgage Loan Originator focused on residential lending. This role is for a relationship-builder who can generate business through referrals and community connections, consult with borrowers, and manage loan files through a compliant, well-communicated process. What You’ll Be Responsible For Build and maintain a consistent pipeline through referral relationships, community networking, and self-generated outreach Consult with borrowers to understand goals and recommend appropriate loan options Complete mortgage applications and collect supporting documentation Coordinate the loan file with internal operations partners to ensure smooth progression from submission through closing Review files for completeness and proactively resolve missing or inconsistent information Track key dates, set expectations, and provide timely status updates to borrowers and partners Follow all required compliance and regulatory standards applicable to mortgage origination Complete any required training/education and participate in team meetings as assigned What We’re Looking For 2 + years experience originating residential mortgage loans (required) Strong written/verbal communication and a consultative approach Detail-oriented, organized, and comfortable managing multiple active files Demonstrated accountability, follow-through, and ability to work independently Familiarity with common mortgage systems (LOS/AUS/CRM tools) is helpful Active NMLS registration or ability to meet NMLS requirements as applicable Education / Experience (Preferred) Bachelor’s degree or equivalent experience Your application has been successfully submitted! _

Job Type Full-time Description Are you an established Real Estate Investment Loan Originator? Then we want you on our team. In this role, you won’t be limited to your local region, we want you to lend nationwide, while also establishing yourself as the go-to person for funding in your region. In this key Outside Sales position, you will have access to selling the entire Lima One product suite of Fix and Flip Loans, New Construction Loans, and Rental Property Loans by growing business partner relationships, tapping into your network, and ultimately sourcing and developing relationships with successful real estate investors. We're expanding our Central USA sales team! This is a remote position, open to applicants based in the Central USA. While we have targeted markets listed below, we're open to talent across the region. **Target Markets: Dallas, TX | Denver, CO | Chicago, IL What We’ll Provide: • Best-In-Class Support: Search Engine Optimization, conferences, & individual branding to support our Regional Loan Officers. You’ll have dedicated partners with account managers, sales development reps, and a Deal Desk to enable quick upfront deal analysis and pre-screening. Plus, a marketing team that’s laser-focused on driving your success., • Diverse Portfolio: From $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, New Construction, and Rental, you will have the tools to serve clients and dominate the market., • Excellent Training: An engaged Learning & Development team with a dedicated Sales Training Specialist offering hands on support as you ramp up and learn our products., • Customer experience: From first call to final payoff. We are a vertically integrated lending process. Your borrowers will experience in-house sales consultants, white glove underwriting, appraisal management, servicing, and construction draws - making relationship selling easy., • Innovation: With tools like Salesforce, Gong, Forecasa, and our Retail Portal, our technology is constantly evolving to help you close more deals. Combine that with state-of the-art lead generation tools and you’ll have everything you need to own your pipeline and drive results., • Engaged Leaders: Our fully dedicated executive team is willing to help with client relationships, product development & pricing., • Recognition & Reward: Our “Circle of Excellence” award offers you the opportunity to travel to pristine locations and for you and a significant other to be treated and rewarded as a top producer should be. What You’ll Do: • Sales Production: Take full ownership of sales by personally sourcing & funding $2-3+ Million in closed loans per month. You'll build direct to sponsor and broker relationships, prospect for new business opportunities, and develop connections with key industry players to create a steady pipeline of loans., • Originate Diverse Loan Products: Use your industry knowledge to structure and originate a range of loan products, from $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, Ground-up Construction, and DSCR, you’ll have the products to serve clients and dominate the market., • Manage the Entire Loan Process: Be the driving force behind every deal, from initial outreach to loan structuring, underwriting, approval, and closing. You'll work closely with internal teams to facilitate smooth and timely loan processing., • Consult and Advise Clients: Educate business partners, referral sources, brokers, and investors on the Lima One value proposition, and become a trusted advisor in your markets for all things real estate investment property finance., • Enhance Your Community Presence: Strengthen your presence in the real estate investor community by speaking at industry events, leading roundtable discussions, and building strong partnerships. By consistently striving to exceed expectations, you'll cement your reputation as an expert and unlock new opportunities. Requirements • Bachelor’s degree preferred, • Active current NMLS license or ability to obtain within 90 days of hire, • Book of Business or Investor Network that compliments Lima One’s loan product suite of Fix and Flip, New Construction, Rental Property (DSCR), and Bridge loans, • 2+ years’ experience in the Private Lending industry (FNF, Bridge, New Construction and/or Perm Debt) in single family and multifamily asset classes, • Understanding of the real estate investment property industry and ability to effectively communicate how the Lima One product set can help our clients grow and prosper, • Excellent communication and presentation skills, • Proven ability to creatively source and develop new business, • Energetic and passionate about providing the best customer experience in the industry What We Offer: • Top-Tier Compensation: A base salary that’s top of the industry, with uncapped commission potential. First year income $100k-$300k with top performers earning well over $500k annually., • Bonus Opportunity: Performance-based incentive program during your first 6 months, with additional bonus potential for high performing loans., • Industry Leading Benefits:, • Medical, Dental and Vision Insurance, • Life Insurance, Short-Term Disability, and Long-Term Disability, • Hospitalization and Accidental Insurance, • Flexible Spending Accounts – Health and Dependent Care, • Health Savings Account, • Safe Harbor 401K with company match, • Growing Families Support (including paid parental leave, infertility support and assistance, childcare reimbursement, and elder care), • Pet Insurance, • Work Life Balance: 12 paid time off days and 5 sick days, in addition to 12 paid holidays – that’s about a month of time to rest, relax, and recharge every year., • Career Development: We prioritize the growth and success of our team members. You'll benefit from continuous learning opportunities, dedicated mentorship, and the chance to refine your skills and advance your career. Why Lima One? At Lima One Capital we’re relentlessly focused on a simple but powerful goal: to be the nation’s premier lender for real estate investors. Inspired by that vision, every member of our team is driven by our mission to create opportunities for our customers and employees by educating, empowering, and financing real estate investors who are building, improving, and stabilizing their neighborhoods and communities nationwide. • Loans Funded: $10+ billion in loans funded, 30k loans closed since 2010, • Geography: 46 states + D.C. where we revitalize neighborhoods, • Employees: ~300 employees with competitive benefits and perks, • Stability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven success, • Veteran Founded: Founded by 2 US Marine Corps veterans, we proudly approach every deal and decision with grit, determination, boldness, and integrity Recognized by the Inc.5000 as one of America’s fastest growing companies, Lima One specializes in providing real estate investors with financing for their rental, fix-and-flip, and new construction projects. The company is distinguished as one of South Carolina’s Best Places to Work and Top Workplaces. Lima One is headquartered in downtown Greenville, South Carolina. Learn more about us at limaone.com. Notice to Third Party Recruiters and Agencies Lima One Capital does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of a fully executed agreement for a specified position, Lima One Capital has no obligation to pay any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Lima One Capital explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Lima One Capital. If you or your agency would like to be considered as a future recruiting partner, please email employment@limaone.com (Subject: Agency Partner Request).

This is a job that Jill, our AI Recruiter, is recruiting for on behalf of one of our customers. She will pick the best candidates from Jack's network The next step is to _. Job Title: Founding Engineer - Backend & Data Platform Salary: $175,000 - $225,000 + Equity Company Description: Greenline - Fast-growing fintech startup Job Description: As a Founding Engineer, you will architect the foundational data platform that unlocks mortgage lending for 16.5 million self-employed Americans. You'll build resilient ingestion pipelines for banking and tax data, design scalable microservices in Postgres, and enable ML-driven insights that transform hours of manual review into minutes of automated processing. Location: San Francisco, Austin, NYC, or Remote, USA Why this role is remarkable: Take 0→1 ownership of a greenfield data backbone at a nimble, high-agency startup composed of former Airtable and Opendoor engineers. Directly impact the lives of millions of underserved borrowers by automating complex non-QM mortgage underwriting through innovative AI-driven infrastructure. Receive a founding team title with an aggressive equity package and high architectural influence over the entire product lifecycle and technical roadmap. What you will do: Design and implement robust data ingestion and normalization pipelines for third-party financial sources like Plaid, the IRS, and accounting platforms. Architect performant backend systems for asset serving, authentication, and complex relational data modeling using Postgres and GraphQL. Productionize ML-driven signals by implementing feature extraction pipelines and integrating classification and anomaly detection models into core workflows. The ideal candidate: Proven experience building and operating event-driven data systems and complex APIs at early-stage startups where they wore many hats. Expert-level proficiency in relational database design and a deep understanding of data correctness, auditability, and long-lived data contracts. Practical familiarity with ML fundamentals including feature engineering and model evaluation, with the ability to consume and debug ML-driven systems effectively. Who are Jack & Jill? Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support. And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate. Next steps Step 1. Visit _. Step 2. Click 'Talk to Jack'. Step 3. Talk to Jack so he can understand your experience and ambitions. Step 4. Jack will make sure Jill (the AI agent working for the company) considers you for this role. Step 5. If Jill thinks you're a great fit and her client wants to meet you, they will make the introduction. Step 6. If not, Jack will find you excellent alternatives. All for free. We never post fake jobs This isn't a trick. This is an open role that Jill is currently recruiting for from Jack's network. Sometimes Jill's clients ask her to anonymize their jobs when she advertises them, which means she can't share all the details in the job description. We appreciate this can make them look a bit suspect, but there isn't much we can do about it. Give Jack a spin! You could land this role. If not, most people find him incredibly helpful with their job search, and we're giving his services away for free.

Job Type Full-time Description Are you an established Real Estate Investment Loan Originator? Then we want you on our team. In this role, you won’t be limited to your local region, we want you to lend nationwide, while also establishing yourself as the go-to person for funding in your region. In this key Outside Sales position, you will have access to selling the entire Lima One product suite of Fix and Flip Loans, New Construction Loans, and Rental Property Loans by growing business partner relationships, tapping into your network, and ultimately sourcing and developing relationships with successful real estate investors. We're expanding our West Coast sales team! This is a remote position, open to applicants based in the Western USA. While we have targeted markets listed below, we're open to talent across the region. **Target Markets: San Francisco, CA | San Jose, CA | Los Angeles, CA | San Diego, CA | Orange County, CA What We’ll Provide: • Best-In-Class Support: Search Engine Optimization, conferences, & individual branding to support our Regional Loan Officers. You’ll have dedicated partners with account managers, sales development reps, and a Deal Desk to enable quick upfront deal analysis and pre-screening. Plus, a marketing team that’s laser-focused on driving your success., • Diverse Portfolio: From $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, New Construction, and Rental, you will have the tools to serve clients and dominate the market., • Excellent Training: An engaged Learning & Development team with a dedicated Sales Training Specialist offering hands on support as you ramp up and learn our products., • Customer experience: From first call to final payoff. We are a vertically integrated lending process. Your borrowers will experience in-house sales consultants, white glove underwriting, appraisal management, servicing, and construction draws - making relationship selling easy., • Innovation: With tools like Salesforce, Gong, Forecasa, and our Retail Portal, our technology is constantly evolving to help you close more deals. Combine that with state-of the-art lead generation tools and you’ll have everything you need to own your pipeline and drive results., • Engaged Leaders: Our fully dedicated executive team is willing to help with client relationships, product development & pricing., • Recognition & Reward: Our “Circle of Excellence” award offers you the opportunity to travel to pristine locations and for you and a significant other to be treated and rewarded as a top producer should be. What You’ll Do: • Sales Production: Take full ownership of sales by personally sourcing & funding $2-3+ Million in closed loans per month. You'll build direct to sponsor and broker relationships, prospect for new business opportunities, and develop connections with key industry players to create a steady pipeline of loans., • Originate Diverse Loan Products: Use your industry knowledge to structure and originate a range of loan products, from $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, Ground-up Construction, and DSCR, you’ll have the products to serve clients and dominate the market., • Manage the Entire Loan Process: Be the driving force behind every deal, from initial outreach to loan structuring, underwriting, approval, and closing. You'll work closely with internal teams to facilitate smooth and timely loan processing., • Consult and Advise Clients: Educate business partners, referral sources, brokers, and investors on the Lima One value proposition, and become a trusted advisor in your markets for all things real estate investment property finance., • Enhance Your Community Presence: Strengthen your presence in the real estate investor community by speaking at industry events, leading roundtable discussions, and building strong partnerships. By consistently striving to exceed expectations, you'll cement your reputation as an expert and unlock new opportunities. Requirements • Bachelor’s degree preferred, • Active current NMLS license or ability to obtain within 90 days of hire, • Book of Business or Investor Network that compliments Lima One’s loan product suite of Fix and Flip, New Construction, Rental Property (DSCR), and Bridge loans, • 2+ years’ experience in the Private Lending industry (FNF, Bridge, New Construction and/or Perm Debt) in single family and multifamily asset classes, • Understanding of the real estate investment property industry and ability to effectively communicate how the Lima One product set can help our clients grow and prosper, • Excellent communication and presentation skills, • Proven ability to creatively source and develop new business, • Energetic and passionate about providing the best customer experience in the industry What We Offer: • Top-Tier Compensation: A base salary that’s top of the industry, with uncapped commission potential. First year income $100k-$300k with top performers earning well over $500k annually., • Bonus Opportunity: Performance-based incentive program during your first 6 months, with additional bonus potential for high performing loans., • Industry Leading Benefits:, • Medical, Dental and Vision Insurance, • Life Insurance, Short-Term Disability, and Long-Term Disability, • Hospitalization and Accidental Insurance, • Flexible Spending Accounts – Health and Dependent Care, • Health Savings Account, • Safe Harbor 401K with company match, • Growing Families Support (including paid parental leave, infertility support and assistance, childcare reimbursement, and elder care), • Pet Insurance, • Work Life Balance: 12 paid time off days and 5 sick days, in addition to 12 paid holidays – that’s about a month of time to rest, relax, and recharge every year., • Career Development: We prioritize the growth and success of our team members. You'll benefit from continuous learning opportunities, dedicated mentorship, and the chance to refine your skills and advance your career. Why Lima One? At Lima One Capital we’re relentlessly focused on a simple but powerful goal: to be the nation’s premier lender for real estate investors. Inspired by that vision, every member of our team is driven by our mission to create opportunities for our customers and employees by educating, empowering, and financing real estate investors who are building, improving, and stabilizing their neighborhoods and communities nationwide. • Loans Funded: $10+ billion in loans funded, 30k loans closed since 2010, • Geography: 46 states + D.C. where we revitalize neighborhoods, • Employees: ~300 employees with competitive benefits and perks, • Stability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven success, • Veteran Founded: Founded by 2 US Marine Corps veterans, we proudly approach every deal and decision with grit, determination, boldness, and integrity Recognized by the Inc.5000 as one of America’s fastest growing companies, Lima One specializes in providing real estate investors with financing for their rental, fix-and-flip, and new construction projects. The company is distinguished as one of South Carolina’s Best Places to Work and Top Workplaces. Lima One is headquartered in downtown Greenville, South Carolina. Learn more about us at limaone.com. Notice to Third Party Recruiters and Agencies Lima One Capital does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of a fully executed agreement for a specified position, Lima One Capital has no obligation to pay any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Lima One Capital explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Lima One Capital. If you or your agency would like to be considered as a future recruiting partner, please email employment@limaone.com (Subject: Agency Partner Request).

Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are affordable, well-built, eco-friendly, and stylish, but finding a lender who understands this market can be challenging. That’s why Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience. Headquartered in Dallas, TX, with an office in Tempe, AZ, Zippy provides home loans and insurance to manufactured home buyers throughout the United States. Our remote-first team is spread across cities like Dallas, Houston, Knoxville, Omaha, Philadelphia, Phoenix, and several other states and cities. Backed by institutional investors, we offer competitive pay, stock options, and excellent benefits. At Zippy, we pride ourselves on our commitment to finance happiness through the power of home. We are dedicated to enhancing consumers' financial outcomes and tackling the affordable housing crisis through cutting-edge technology and innovative solutions. The Role The Community Guide (CG) owns revenue growth, market share performance, and partner success within their assigned portfolio. This role is responsible for identifying and capturing revenue opportunities across existing accounts by increasing applications, funded loans, and average loan size. The CG diagnoses performance gaps, removes growth barriers, and drives cross-functional alignment to unlock results. As the primary owner of each client relationship, the CG represents Zippy’s interests first while building trusted, long-term partnerships. They ensure partners are operationally aligned, commercially engaged, and fully enabled to deliver a seamless borrower and retailer experience. Success in this role requires strong business judgment, commercial instinct, operational fluency, and disciplined performance management. What You’ll Do Revenue & Market Share Ownership Own the full revenue metrics and market share position of your assigned portfolio. Drive measurable growth in applications, funded loans, and average loan size. Identify, quantify, and execute against performance gaps and revenue opportunities within each account. Diagnose structural growth blockers (e.g., product gaps, pricing, state limitations, operational friction) and escalate quantified impact to leadership. Forecast performance trends and proactively build action plans to achieve growth targets and defend share among assigned accounts. Relationship Ownership & Business Development Serve as the primary relationship owner and trusted advisor for assigned clients. Build strong, credible relationships with operators and key stakeholders. Expand revenue through strategic account development, onboarding new locations, and deepening product adoption. Lead proactive growth conversations rather than reactive support interactions. Portfolio Management Operate as the manager of your portfolio, accountable for growth, retention, and performance of assigned accounts. Maintain deep visibility into pipeline activity, funding trends, conversion rates, and unrealized potential. Develop and execute strategic account plans aligned to each partner’s opportunity. Partner Enablement & Operational Alignment Ensure partners are fully trained and aligned on Zippy’s end-to-end process (marketing through funding). Drive operational discipline to improve pull-through, speed, and borrower experience. Collaborate cross-functionally to resolve systemic issues and file-level friction impacting performance. Performance Tracking & CRM Discipline Track and report on key performance indicators including market share, application volume, funded volume, and revenue trends. Maintain accurate, actionable account and contact data in Salesforce. Use data to inform strategic decisions and prioritize time allocation. Internal Leadership & Advocacy Represent client insights internally while protecting Zippy’s commercial interests. Provide structured feedback on product gaps, operational inefficiencies, and revenue opportunity. Influence cross-functional teams to prioritize initiatives that unlock portfolio growth. Subject Matter Expertise Maintain deep knowledge of Zippy’s loan process, underwriting standards, technology, and funding requirements. Serve as a trusted expert for both clients and internal stakeholders. Continuously seek learning to strengthen commercial and operational effectiveness. What You’ll Need Strong ownership mentality with comfort being accountable for revenue and performance metrics. Commercially driven with a sales-oriented mindset. High curiosity and strong diagnostic problem-solving skills. Naturally personable, friendly, and able to build trust quickly with a wide range of stakeholders. Strong interpersonal and communication skills, with the ability to navigate complex or difficult conversations constructively. Confidence operating with operators, owners, and senior stakeholders. Strong Salesforce/CRM proficiency and disciplined data management habits. Detail-oriented with strong follow-through and execution discipline. Ability to balance partner advocacy with Zippy-first business priorities. Experience in tech-forward, mortgage, fintech, or enablement environments preferred. SaaS experience and ability to articulate product value is a plus. Familiarity with the manufactured housing industry is a plus. Important Applicant Information While many of our interviews are conducted virtually, all applicants should be prepared to potentially meet in person as part of the process. As a participating employer, we will use E-Verify to confirm employment eligibility. Please note that we are currently only hiring candidates who reside in the following states: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Wisconsin. Applicants that do not reside in the bolded states will be rejected. Total Rewards At Zippy, we're passionate about creating a workplace where people love to work. We put a lot of heart into building and nurturing a company culture that not only supports our team but also inspires them to do their best work. Our benefits and perks are always evolving, but here’s what we offer right now: Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience. Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy. Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment. Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family. Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses. Training & Licensing Support: We invest in your professional growth with resources for training and licensing. Paid Time Off: We offer generous PTO—and we encourage you to use it! Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs. Parental Leave: We provide paid parental leave to support you and your growing family. No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge. Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more. Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us. Beyond the tangible benefits: Core Values: At the heart of everything we do are our core values: Lead with Passion, Own It, Build a Better Way, Results Driven, and The Golden Rule. These values guide our decisions, shape our culture, and inspire us to achieve our best every day. Join a Growing Team: Be part of a dynamic team at a pivotal moment in Zippy’s growth, where every contribution makes a significant impact. Innovative Work: Collaborate with sharp, passionate teammates to tackle unique challenges in the Manufactured Housing market, positioning our product as a top-tier lending solution. Supportive Culture: You’ll be welcomed into a collaborative environment that fosters camaraderie, respect, and a deep sense of belonging. Diversity & Inclusion: We’re committed to empowering a diverse and inclusive workforce, celebrating our differences, and ensuring everyone feels safe to bring their whole selves to work. Inspirational Leadership: Work alongside leaders who are not only approachable but also dedicated to providing guidance, mentorship, and support to help you succeed. Meaningful Impact: Be part of a mission-driven team that’s making housing more affordable for everyone, helping prospective buyers secure fast and simple online loans to purchase manufactured homes. By joining Zippy you will help improve the lives of over 22 million Americans who live in manufactured homes today. Zippy is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.

Loan Officer / Mortgage Retail Sales Manager – Remote, Hybrid, or In-Office About the Opportunity Our client is a nationally recognized mortgage lender offering a platform designed to support mortgage originators through operational infrastructure, technology tools, and a broad range of loan products. The organization provides multiple work arrangements, including remote, hybrid, and in-office options (based on location and business needs). Role Overview The Loan Officer / Mortgage Retail Sales Manager is responsible for originating residential mortgage loans, developing referral relationships, and guiding borrowers through the loan process in accordance with federal, state, and company policies. This position may include individual production and/or team leadership responsibilities depending on experience and assigned scope. Platform Highlights Multiple lending channels: Options may include retail, wholesale, and broker capabilities (subject to eligibility and company guidelines). Operational support: Centralized/local processing and underwriting resources to assist with loan pipeline management. Product availability: Conventional, Jumbo, FHA, and VA financing, as well as select specialty programs that may include down payment assistance (DPA), physician, construction, renovation, reverse mortgage, HELOC, and Non-QM (availability varies by state, borrower qualifications, and investor guidelines). Technology tools: CRM and workflow tools intended to support communication, pipeline tracking, and documentation. Innovative marketing engine: A tech-forward suite built for originators—personal branding tools, digital campaigns, and social content designed to keep you visible, consistent, and top-of-mind. Compensation Compensation is competitive and may include commission-based earnings and/or other incentives, based on role scope, experience, and applicable plans. Details will be provided during the interview process. Job requirements Active NMLS license (required) 2+ years of recent mortgage origination experience (preferred) Demonstrated ability to develop referral relationships and maintain a client-focused approach Strong communication, organization, and time-management skills Ability to comply with applicable federal and state regulations, as well as company policies and procedures Your application has been successfully submitted! _