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Perform general and non-routine accounting tasks including month-end closings, account analyses, monthly Borrowing Base and fixed fee calculations, client rebate computations and payments, Concur T&E and P-card processing, audit support, and special projects for US Controller and VP of Finance.

Provide sales and administrative support to Destination Managers to increase closed loan production. Manage calendars, borrower communications, document collection and compliance checks, track pipelines in Surefire CRM, liaise with title/real estate/underwriting teams, prepare marketing and client communications, and perform general office duties to support loan fulfillment.

Provide day-to-day administration and optimization of the EPIC agency management system and lead management system, manage releases and feature rollouts, support users and logins, maintain documentation, assist with data integration and reporting, liaise with corporate IT, and support IT/cybersecurity compliance efforts.

Provide administrative and customer support to Account Executives and Managers for personal lines insurance (home, auto, flood, umbrella). Prepare and send applications, binders, ID cards, invoices, obtain quotes, confirm closings, issue policies, coordinate with carriers and third parties, maintain quality-control checklists, and follow agency procedures.

Originates residential mortgage loans by developing relationships with customers, realtors, and referral partners. Prequalifies prospects, issues pre-approvals, completes accurate loan applications, communicates loan status to stakeholders, and ensures compliance with federal/state regulations and investor guidelines. Maintains CRM and lead portals while providing excellent customer service through closing.

Build and maintain a pipeline of experienced real estate agents through phone and in-person prospecting, partner with sales leaders to convert hires, deliver presentations, schedule appointments, track and report recruiting metrics, use Microsoft/Zoom/CRM tools, act as a brand ambassador, and perform administrative recruiting duties.

Provide sales and administrative support to Destination Managers to drive loan closings. Manage calendars, communications, and CRM pipeline; collect and review borrower documents; liaise with title, real estate, underwriting and processing teams; prepare marketing and client communications; ensure regulatory compliance checks; support trainings and general office tasks to meet production goals.

Recruit and hire new and experienced Sales Associates for regional real estate offices. Prospect, secure appointments, conduct interviews, manage candidate pipelines, attend events and career fairs, promote offices, run analyses, submit reports, and meet an annual target of 48 hires.

Sell title insurance by securing orders from realtors, attorneys, lenders and buyers; manage the order pipeline from entry to closing; build and maintain client relationships through networking and presentations; meet monthly and annual sales targets; coordinate with operations and branch management; maintain accurate records and follow company workflows.

Originates residential mortgage loans by developing relationships with customers, realtors, and referral partners; prequalifies prospects, issues pre-approvals, submits complete loan applications, communicates status to stakeholders, ensures regulatory compliance, and updates CRM and tracking systems until closing.