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Fintech • Professional Services • Sales • Financial Services
Leads and supervises mortgage advisor sales agents, ensuring sales goals, KPIs, regulatory requirements, underwriting standards, and operational targets are met. Responsibilities include coaching, training, performance management, sales reporting, process improvement, delegation, and collaboration with sales support teams. The role requires mortgage sales leadership experience, active NMLS registration, applicable state licensing, and knowledge of mortgage products and underwriting guidelines.
Fintech • Professional Services • Sales • Financial Services
Reviews creditor documents, researches and updates account information, contacts creditors by phone and email, processes authorization and power-of-attorney requests, and prepares enrolled accounts for debt settlement. The role requires accurate multitasking, deadline management, attention to detail, and achievement of individual and team performance metrics while supporting multiple business units.
Fintech • Professional Services • Sales • Financial Services
Close personal loan sales from warm leads within one to two calls, manage up to 20 active transactions, identify customer needs, explain loan solutions, maintain accurate CRM records, and exceed sales targets. The role requires inside sales expertise, commission-based closing experience, weekend availability, and temporary onsite training in Tempe, Arizona. Work is hybrid in the Phoenix area and remote in Texas and Florida.
