The Account Executive will manage the full sales cycle for inbound leads, serving as the primary point of contact from initial call to closing. They will coordinate with internal teams to process applications while maintaining accurate pipeline data in Salesforce.
You will act as the primary point of contact for homeowners, managing the full sales cycle from inbound lead engagement to closing. This involves coordinating with internal teams, maintaining pipeline accuracy in Salesforce, and providing expert guidance on home equity investment products.
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.
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.
