Experience using sales funnel analyticsExperience developing sales strategiesKnowledge of HELOC productsExperience operating within a fintechExperience implementing CRM platformsAbility to balance revenue growth
Required
7+ years of experience in consumer lending, mortgage sales, lending operations, or customer experience within financial services.
3+ years of people leadership experience managing sales, licensed lending, or customer-facing operations teams.
Experience leading teams accountable for sales conversion, loan production, or customer acquisition performance.
Experience using sales funnel analytics, conversion metrics, and operational performance data to identify and implement business improvements.
Experience developing sales strategies, lead management processes, customer engagement programs, or performance management frameworks.
Experience partnering cross-functionally with Product, Growth, Risk, Compliance, or Operations teams to improve customer-facing processes.
Preferred
Experience leading mortgage or home equity lending sales teams, including Licensed Loan Advisors.
Knowledge of HELOC products, mortgage origination processes, and applicable lending regulations.
Experience operating within a fintech, digital lending, or high-growth financial services environment.
Experience managing outsourced customer experience or sales partners.
Experience supporting white-label lending partnerships or embedded lending programs.
Advanced analytical skills with experience evaluating conversion funnels, customer behavior, and sales productivity.
Experience implementing CRM platforms, sales automation, customer engagement technology, or digital lending tools.
Ability to balance revenue growth, customer experience, operational efficiency, and regulatory compliance.
