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Lead analytical work to monitor loan portfolio and originations, detect credit and underwriting issues, build multivariate statistical models, analyze funnels, quantify costs/benefits, present recommendations to executives, design monitoring and controls, and drive implementation using SQL, Python, Excel, AI tools, and financial/statistical techniques.

Conduct high-volume outreach to warm leads, guide prospects through personal loan applications, manage pipelines and documentation, hit activity and sales metrics, and learn closing techniques through coaching and mentorship.

Provide consultative residential HELOC sales: evaluate applicantsfinancials, credit, and property; assist with applications; operate LOS, CRM, and credit systems; communicate with applicants and vendors; obtain required state MLO licenses and reactivate NMLS; pursue additional products over time.

High-volume inside sales role using warm leads to uncover financial needs and close consultative, often one- to two-call sales. Manage a pipeline of 20–200+ leads, make up to 100+ outbound dials daily, meet sales targets, and document activity in Salesforce while balancing empathy and persuasion in sensitive financial conversations.

The Principal Product Manager will lead SEO/AEO strategy to drive organic traffic growth, optimize platforms, analyze trends, and collaborate with cross-functional teams to meet revenue targets.