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Originate residential mortgages nationwide by analyzing applicants' finances, credit, and property valuations; recommend suitable mortgage products; consult customers to meet financial goals; manage leads to meet conversion targets; and build relationships with real estate agent partners.

Senior quota-bearing role responsible for originating, structuring, and closing correspondent clearing relationships with broker-dealers and hybrid RIAs. Own the full sales lifecycle, serve as executive sponsor through due diligence and conversion, build and manage a pipeline, conduct in-person client engagement, represent the firm at events, and maintain Salesforce reporting.