The Account Executive is responsible for engaging potential clients, maintaining broker relationships, tracking pipeline activity, and providing support throughout the loan process while driving production and ensuring compliance with guidelines.

Monitor pricing across pricing engines, run and analyze pricing scenarios, recommend and implement intraday price changes, create automation to streamline pricing routines, prepare reports, and communicate recommendations to sales, operations, vendors, and senior management.

Prepare, review, and finalize mortgage closing documents; audit files for completeness and compliance; coordinate with brokers, settlement agents, and title/escrow; prepare funding figures and manage LOS and records while providing customer service.

The Jr. Account Manager supports Account Managers and brokers by providing customer support, managing pipelines, and assisting in standard tasks. They serve as a liaison between sales and operations teams and shadow Account Managers for training on loan processes.

The Financial Analyst will manage budgets, perform forecasts, conduct variance analysis, and track operational efficiency across departments to support business growth.

Lead HR operations and employee lifecycle: employee relations, compliance, benefits administration, recruitment/onboarding, policy development, HRIS reporting, and workforce analytics to drive people strategy and performance.

Coordinate high-volume recruiting activities: schedule interviews, manage candidate communication and ATS hygiene, track pipeline activity, assist with reference checks and requisition follow-up to keep hiring moving.

Manage operations of a team by establishing goals, overseeing staffing, ensuring compliance, and supervising daily activities to achieve company objectives.

Manage pipeline for Account Executives, perform pre-underwriting, review loan conditions, and liaise between sales and operations. Meet closing goals.

The Staff Accountant will handle loan-level accounting, reconcile mortgage banking activities, support financial reporting, and assist with audits.

The Post Closer ensures completion of loan documentation after closing by organizing and tracking trailing documents, resolving discrepancies, and maintaining electronic records.