Jobs at Setpoint

Build and lead a sales enablement function: design onboarding, training, playbooks, and tool adoption. Use Gong and win/loss data to codify top-performer behaviors, apply AI to GTM, and define metrics for ramp, certification, and knowledge retention.

Translate originator underwriting guidelines into programmatic review templates, build and maintain automated validation systems, collaborate with engineering to integrate rules into the platform, support securitization reporting, create portfolio analysis reports, and work with clients to implement guideline updates.

Partner with finance leadership and cross-functional teams to build financial models, own reporting and forecasting, prepare board-ready materials, and lead strategic projects. Drive process improvements, streamline operations, and support high-priority initiatives across sales, product, engineering, and operations.

The Capital Solutions Associate will manage client onboarding, maintain application accuracy, parse legal agreements, and ensure communication between clients and internal teams.

The Software Engineer will manage customer onboarding, improve processes, oversee multiple projects, and utilize a modern tech stack.

The Capital Solutions Manager will manage client portfolios, translate structured finance needs, oversee data accuracy, and leverage AI workflows.

The Software Engineer (Backend) will own product features, enhance developer experience, collaborate on initiatives, and adapt to customer feedback.

Drive new business development, partner with product managers, build relationships with enterprise clients, and execute strategic plans to increase revenue.

Work directly with the CEO as a strategic partner and operator: run executive cadence, drive 2–4 high-priority initiatives, manage OKRs/KPIs and internal communications, triage CEO attention, capture decisions and ensure follow-through, and temporarily lead functions as needed.

Translate originator underwriting guidelines into programmatic review templates and advanced Excel models. Design and maintain automated validation systems for client-specific lending criteria, integrate frameworks with engineering, support securitization reporting, produce portfolio analysis reports, and work directly with clients to implement and maintain guideline accuracy.

Review residential mortgage loan files for accuracy, completeness, and compliance with agency, investor, originator, and regulatory guidelines. Identify and resolve discrepancies, calculate income/debt/DTI/DSCR/assets, review entity documentation, perform quality control, support audits, maintain knowledge of industry and internal systems, and contribute to process improvements.

Lead pre-close and post-close operations for asset-backed facilities, manage custody and funding processes, coordinate lender submissions, monitor portfolio collateral and data integrity, partner cross-functionally, drive process improvements and automation using technology and AI tools.

The Capital Solutions Manager will drive tech solutions for lenders and borrowers, manage onboarding processes, and ensure the accuracy of the Capital OS application.

The Investment Analyst will analyze investment opportunities, prepare materials for stakeholders, assess performance of investments, and support asset allocation decisions.