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.

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%).

The Business Development Representative will generate leads, schedule meetings, manage new markets, and contribute to sales operations, with potential growth into closing new business.