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Reposted 7 Days AgoSaved
In-Office
Irvine, CA, USA
60-60 Hourly
Junior
60-60 Hourly
Junior
Financial Services
Build and manage an affiliate partner pipeline for mortgage products through daily prospecting, outreach, and onboarding. Qualify leads, coordinate compliant marketing assets, maintain CRM pipeline, report metrics, and collaborate with marketing and compliance to launch and validate partner-driven lead programs.
Top Skills: CRMLinkedInSalesforce
11 Days AgoSaved
In-Office
Country States, Pájaros Barrio, Bayamón, PRI
75K-90K Annually
Mid level
75K-90K Annually
Mid level
Financial Services
Develop and maintain Power BI reports and dashboards, migrate reporting to a centralized semantic model, monitor data quality using SQL and Power BI, implement minor semantic model changes, document reporting processes and lineage, and support business partners across sales, HR, and finance.
Top Skills: Calculation GroupsDaxPower BIPower QueryRow-Level SecuritySemantic ModelsSQLT-Sql
12 Days AgoSaved
In-Office
Country States, Pájaros Barrio, Bayamón, PRI
105K-115K Annually
Senior level
105K-115K Annually
Senior level
Financial Services
Design, build, and maintain Power BI reports and semantic models; migrate and validate reporting inventory using Valtrune; perform SQL-based data transformations; implement advanced DAX, Power Query, RLS, and calculation groups; optimize report performance; analyze KPIs and document data lineage, report purpose, and change logs to deliver actionable insights.
Top Skills: Calculation GroupsDatabricksDaxPerformance AnalyzerPower BIPower QueryRow-Level SecurityT-SqlValtrune
Reposted 12 Days AgoSaved
In-Office
Irvine, CA, USA
125K-145K Annually
Senior level
125K-145K Annually
Senior level
Financial Services
Own lifecycle and performance of AI products across voice, SMS, and agent-assist tools. Define KPIs, run performance reviews and POCs, write PRDs, author and evaluate prompts, build QA frameworks, run vendor evaluations, write production SQL for analysis, partner with engineering/data for pipelines, and ensure AI governance and compliance.
Top Skills: Conversational Ai PlatformsDatabricksDatabricks Lakehouse/MedallionElevenlabsEncompassFive9LlmsPrompt EngineeringRest ApisSalesforceSOQLSQLSQL ServerTwilioWebhooks
Reposted 13 Days AgoSaved
In-Office
Indianapolis, IN, USA
250K-500K Annually
Mid level
250K-500K Annually
Mid level
Financial Services
Manage and coach a team of Loan Originators to drive mortgage production using provided lead sources. Oversee pipeline review, ensure documentation accuracy, coordinate with processing and departments, and assist borrowers in collecting required documents. Maintain up-to-date knowledge of loan program guidelines and federal/state regulations. This is an inside sales management role focused on driving personal and team production goals.
Top Skills: EncompassVelocify (Leads 360)
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Reposted 13 Days AgoSaved
In-Office
Irvine, CA, USA
55K-65K Hourly
Mid level
55K-65K Hourly
Mid level
Financial Services
The Business Development Associate is responsible for building affiliate partnerships, executing outreach campaigns, and managing communications while ensuring compliance standards. They will also track metrics in CRM and stay updated on industry trends.
Top Skills: Salesforce
Reposted 14 Days AgoSaved
In-Office
Irvine, CA, USA
130K-150K Annually
Mid level
130K-150K Annually
Mid level
Financial Services
Own and operate the Databricks Lakehouse: run and optimize ingestion pipelines, Spark transformations, Airflow orchestration, Unity Catalog governance, MSSQL tuning, cost controls, monitoring, troubleshooting, and documentation to meet SLAs in a regulated lending environment.
Top Skills: Apache AirflowSparkAuto LoaderDatabricksDatabricks JobsDatabricks NotebooksDatabricks SqlDatabricks WorkflowsDbuDelta LakeMicrosoft Sql Server (Mssql)PysparkPythonSalesforce ApiSQLStructured StreamingUnity Catalog
23 Days AgoSaved
In-Office
Seven Hills, OH, USA
125K-200K Annually
Senior level
125K-200K Annually
Senior level
Financial Services
Handle 100% live inbound mortgage refinance leads in an in-office, high-volume call environment. Build rapport, analyze customers' financial situations, recommend appropriate mortgage solutions, negotiate terms, and close loans while coordinating with operations and processing teams. Focus on sales performance, follow-up, and daily coaching to meet targets and advance professionally.
23 Days AgoSaved
In-Office
Seven Hills, OH, USA
115K-250K Annually
Mid level
115K-250K Annually
Mid level
Financial Services
Lead, coach, and develop a team of Mortgage Consultants to meet production goals. Review pipelines and loan files for accuracy, provide call coaching and second‑voice support, and act as cross‑departmental resource while maintaining knowledge of loan programs and regulations.
Top Skills: EncompassVelocify
23 Days AgoSaved
In-Office
Seven Hills, OH, USA
500-2K Hourly
Junior
500-2K Hourly
Junior
Financial Services
Handle inbound mortgage leads by phone and email, gather borrower information, answer basic loan-process questions, support Mortgage Analysts, assist with social media outreach and past-customer follow-up. Receive training and coaching with clear growth path into Mortgage Analyst roles.
Top Skills: MS OfficeOutlook
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