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Fintech • Professional Services • Sales • Financial Services
Own the strategy, roadmap, and launch of Achieve’s enterprise data and agentic AI platforms. Lead data migrations, semantic-layer development, governed data products, agent orchestration, analytics, and AI workflows. Partner with engineering, security, risk, and compliance teams to establish scalable controls, evaluation, auditability, access, and cost management. Influence senior stakeholders, guide organizational change, and initially operate as a senior individual contributor before building a product leadership team.
Fintech • Professional Services • Sales • Financial Services
Leads the vision, strategy, roadmap, and execution of digital acquisition and loan servicing experiences across personal loan and HELOC products. Oversees integrated onboarding, origination, underwriting, document collection, and servicing journeys while optimizing conversion, retention, referrals, and cross-selling. Partners with engineering, analytics, marketing, risk, legal, compliance, sales, and operations. Coaches product managers and provides hands-on technical leadership during complex delivery initiatives.
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
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.
Fintech • Professional Services • Sales • Financial Services
Sell loan products to existing clients through high-volume outbound calls and persuasive consultations. Manage a pipeline of approximately 200 warm leads in Salesforce, conduct needs-based discovery, follow up consistently, and meet monthly schedule, utilization, sales, and performance goals. The role is hybrid in Tempe, Arizona, with required training onsite and office attendance several times monthly.
Fintech • Professional Services • Sales • Financial Services
Leads and supervises mortgage advisor sales agents, driving sales goals, compliance, productivity, and operational efficiency. Coaches team members, monitors KPIs and activity reports, ensures adherence to underwriting and application standards, delegates responsibilities, and partners with sales leadership on improvement initiatives. Requires active NMLS registration, mortgage licensing eligibility, extensive mortgage and consultative sales experience, call center leadership, and knowledge of underwriting guidelines and loan programs.
Fintech • Professional Services • Sales • Financial Services
Evaluate applicants’ financial, credit, and property information for mortgage eligibility; advise clients on HELOC products and applications; collect documentation; operate loan origination, CRM, credit, and related systems; communicate with applicants and vendors; and follow up throughout the mortgage process. The role requires obtaining multiple state licenses and may serve as Nevada Branch Manager or Qualified Individual.
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
The Data Test Engineer ensures data integrity across lending microservices and ETL jobs by designing and executing automated tests for APIs and data pipelines, triaging issues, collaborating with engineering and business teams, and establishing QA best practices and tooling.
Fintech • Professional Services • Sales • Financial Services
As a Call Center Mortgage Loan Officer, you'll evaluate financial status, advise clients, assist with mortgage applications, and ensure successful loan processing.
Fintech • Professional Services • Sales • Financial Services
Provide consultative residential HELOC sales: evaluate applicants financials, credit, and property; assist with applications; operate LOS, CRM, and credit systems; communicate with applicants and vendors; obtain required state MLO licenses and reactivate NMLS; pursue additional products over time.
Fintech • Professional Services • Sales • Financial Services
High-volume inside sales role using warm leads to uncover financial needs and close consultative, often one- to two-call sales. Manage a pipeline of 20–200+ leads, make up to 100+ outbound dials daily, meet sales targets, and document activity in Salesforce while balancing empathy and persuasion in sensitive financial conversations.
Fintech • Professional Services • Sales • Financial Services
The Principal Product Manager will lead SEO/AEO strategy to drive organic traffic growth, optimize platforms, analyze trends, and collaborate with cross-functional teams to meet revenue targets.
