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The Sales Representative will execute marketing projects, build client relationships, analyze marketing effectiveness, and organize promotional events for business development.

Prepare and send closing instructions within 24 hours of assignment, verify underwriting/funding conditions, review and approve final CD, ensure state and federal compliance, examine final closing documents, request wire release, upload final CD and instructions, and provide customer service to internal and external clients.

The Post Closing Specialist coordinates note transfers, processes collateral, manages note returns, and handles special projects in mortgage banking.

Provide high-level administrative support to executives: manage complex calendars and communications, coordinate meetings and travel, handle confidential information, prepare expense reports, assist with budget tracking, and serve as liaison with internal and external partners to keep leadership aligned and operations running smoothly.

The Sales Manager develops relationships with referral sources, grows the branch, trains loan officers, meets with borrowers, and analyzes loan feasibility.

Make outbound follow-up calls at 30 days, 90 days, and 1 year after loan closing to confirm satisfaction, perform mortgage checkups, document interactions in the CRM, identify re-engagement or referral opportunities, and support customer appreciation campaigns.

The HR Generalist will manage performance, employee relations, compliance, and onboarding, while providing support for HR processes and metrics analysis.

Oversee daily AI Lab operations, manage vendor contracts, track AI tool usage, maintain project inventories, support AI prioritization, and model ROI.

The Financial Analyst will pull data, build financial models, and perform analyses while supporting finance operations and collaborating with business partners.

Build and maintain financial reporting, forecasting, and budget models; advise on financial impacts of business decisions; perform ad-hoc analyses; drive P&L conversations with business partners; advise on variable compensation; ensure P&L data accuracy with Accounting and HR; serve as finance support and trusted advisor to senior Sales leaders.