Teams at Flourish

Manage mortgage loan pipelines for purchases, refinances, and HELOCs while advising clients and financial advisors on suitable financing solutions. Provide white-glove service throughout the loan lifecycle, especially for jumbo transactions. Collaborate cross-functionally to improve lending operations, conversion, technology, and customer experience. Maintain mortgage licensing across multiple states and support clients across U.S. time zones.

Investigate fraud and AML alerts, analyze customer and transaction activity, document findings, and escalate suspicious or time-sensitive risks. Support AML, BSA, sanctions, and financial crime compliance programs; maintain monitoring rules and controls; identify emerging risks and trends; assist with risk assessments, audits, regulatory inquiries, and examinations; and collaborate with Risk, Legal, Compliance, and business teams.

Owner of end-to-end client relationships and new business origination for RIAs; manage pipeline and CRM, drive product adoption, share client feedback cross-functionally, develop growth strategies, and travel to clients and conferences (under 50%).