The Underwriting Manager will oversee daily operations of the underwriting team to ensure productivity, accuracy, and adherence to investor guidelines. They will also partner cross-functionally with Sales, Processing, and Closing teams to evaluate applications and mitigate underwriting risks.
The Account Executive serves as the primary point of contact for homeowners, guiding them from the initial lead stage through the application and closing process. They manage a full sales pipeline using Salesforce and coordinate with internal teams to ensure efficient investment processing.
The Sales Consultant manages the full sales cycle for homeowners, from initial inbound lead engagement to closing the home equity investment. They coordinate with internal processing and underwriting teams while maintaining a high volume of daily calls and updating the pipeline in Salesforce.
Act as the primary point of contact for homeowners from initial lead engagement through the closing of home equity investments. Manage a full sales pipeline and coordinate with internal processing and underwriting teams to ensure a smooth application process.
Lead the corporate accounting function, managing the accounting team and overseeing financial reporting, internal controls, and audit processes. Collaborate cross-functionally to provide financial insights and resolve technical accounting issues related to GAAP standards.
Manage the full sales cycle for inbound leads, guiding homeowners through the home equity investment application process. Coordinate with internal teams and use Salesforce to maintain an organized pipeline and meet sales targets.
Serve as the primary legal partner for vendor relationships, technology agreements, and commercial transactions to support business scaling. Collaborate with cross-functional teams to manage legal and regulatory risks while providing day-to-day operational legal advice.
The Underwriter analyzes homeowner applications and property information to assess risk profiles and make investment eligibility recommendations. They review appraisal reports and collaborate with Sales and Operations teams to ensure accuracy and compliance with guidelines.
Own the tax compliance and reporting function, managing federal and state filings for partnership and corporate entities. Serve as the primary contact for third-party tax preparers and handle investor communications regarding K-1s.
Act as the single point of contact for homeowners in default and monitor the investment portfolio for default events. Perform due diligence, review legal documents, and ensure compliance with state and federal guidelines.
