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Fintech • Professional Services • Sales • Financial Services
Lead sourcing, structuring, and closing wholesale partnerships with independent sales organizations (ISOs). Own full deal lifecycle: prospecting, pitching, negotiating term sheets, and coordinating onboarding with Legal, Compliance, and Operations. Provide market intelligence and strategic recommendations to grow distribution.
Fintech • Professional Services • Sales • Financial Services
Sell personal loans to warm leads through phone-based consultations, closing applications within one to two calls. Manage up to 20 active transactions, identify customer financial needs, explain loan solutions, maintain accurate CRM records, and exceed sales performance targets. The role requires an eight-hour Tuesday–Saturday or Sunday–Thursday shift, including one weekend day, with remote or hybrid work and in-person training in Tempe, Arizona.
Fintech • Professional Services • Sales • Financial Services
Manages audit, regulatory examination, and due diligence requests from intake through resolution. Coordinates business partners, auditors, examiners, and regulators; tracks deadlines and remediation of findings; reviews responses for completeness; identifies and escalates risks; monitors regulatory changes; and contributes to compliance reporting and management responses.
