The Retail Loan Originator evaluates loan applications, guides customers through the mortgage process, manages pipelines, and communicates requirements. They enhance sales through training and maintain compliance.

Provide licensed insurance customer support across phone, email, chat and text. Handle post-purchase tasks: billing, endorsements, coverage adjustments, renewals, retention and cross-sell opportunities. Navigate multiple carrier portals, collect documentation, monitor book of business, and resolve complex inquiries to reduce churn and support agents.

Sell and advise members on Life, Home, and Auto insurance via phone, email, text, and chat. Manage leads and sales pipeline, run the sales lifecycle from intake to fulfillment, identify cross-sell opportunities, and help build Protect's operational processes while collaborating with cross-functional teams.