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Gather and analyze stakeholder requirements for Salesforce implementations and enhancements. Document business processes, workflows, user stories, functional specifications, and acceptance criteria. Collaborate with administrators, developers, and cross-functional teams to implement and test solutions. Conduct workshops, training, and demonstrations, provide ongoing user support, and optimize Salesforce capabilities while staying current with platform updates and best practices.

The Sales Development Representative researches and qualifies prospects, conducts cold outreach, builds borrower and referral relationships, supports local marketing and networking efforts, and maintains lead and pipeline records in Salesforce and HubSpot. The role partners with an experienced lender, attends client meetings, generates opportunities, reports on conversion activity, and develops knowledge of real estate investing, lending, credit, and underwriting as a pathway toward becoming a lender.

Supports bookkeeping, daily cash and bank activity recording, accounts payable processing, vendor and expense monitoring, reconciliations, month-end close workpapers, banking transmissions, and ad hoc accounting projects. The role also assists with accounting policy implementation, financial reporting, and long-term department planning while collaborating with the Controller and cross-functional teams.

Provides legal counsel on mortgage lending, servicing, compliance, and regulatory matters. Conducts legal research, monitors federal and state regulations, tracks foreclosure and default matters, evaluates resolution processes, and develops jurisdiction-specific legal playbooks. Advises internal stakeholders on bankruptcy, title issues, guaranty enforcement, loss mitigation, receivership, arbitration, and related risks. The role requires an attorney licensed in the relevant jurisdiction, mortgage law experience, and regular in-office work in downtown Chicago.

The Production Assistant supports VP's of Lending by organizing loan files, managing documentation, maintaining client communication, and ensuring efficient processing and underwriting of loans.

The Relationship Manager drives business growth and client relationship management, oversees repeat business, and collaborates to expand revenue within a defined portfolio.

The AVP Portfolio Management oversees loan portfolio management, delinquency collections, and collaborates with stakeholders to maximize recovery of default loans.

The VP Portfolio Management will oversee servicing transferred loans, manage troubled loan situations, negotiate restructurings, and collaborate with various teams to minimize losses and ensure effective portfolio management.

The SDR will generate new borrower relationships through cold outreach, prospecting, and local networking while apprenticing alongside an in-market Lender. Responsibilities include researching prospects, executing outbound campaigns, managing leads in Hubspot and Salesforce, collaborating with marketing, attending local events and client meetings, reporting on pipeline activity, and learning lending fundamentals and underwriting with the goal of progressing to a Lender role.

The VP of Lending manages relationships with clients, builds a book of business, and ensures efficient processing of loans while providing exceptional service and mentorship.