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Business Operations & Strategy Manager - Mortgage Lending

Roles & Responsibilities

  • 4-7 years in strategy, operations, product ops, or biz ops at a digital mortgage company, fintech lender, or real estate tech platform
  • Deep knowledge of the mortgage stack and LOS platforms (Encompass, ARIVE, Blue Sage) and TRID timelines
  • Strong analytical instincts with experience building dashboards and a clear reporting framework that translates into actionable leadership decisions
  • Experience launching initiatives in a regulated lending environment and delivering compliant results

Requirements:

  • Deploy AI tooling to automate repetitive workflows and scale ops capacity without adding headcount
  • Build and own the reporting infrastructure, including pipeline dashboards, funded volume, gain-on-sale, and funnel analytics for real-time visibility
  • Lead LOS and PPE platform evaluation and implementation by translating officer, processor, and compliance needs into build-ready specifications
  • Own operational readiness for new product launches, including pricing ops and channel strategy to ensure readiness before first file

Job description

We're building a specialty mortgage company from the ground up — DSCR, Non-QM, Bridge lending — and we're moving fast. We need someone to own how the operation runs and help us scale it intelligently. This is a rare seat. You'll have influence over the systems we build, and the workflows that power every loan we close. You'll bring AI into the fold to eliminate the manual grind, build reporting that actually reflects reality, and own our LOS/PPE stack end to end. We're at the stage where the decisions you make now will shape how this company operates for years. If that sounds exciting rather than stressful, keep reading.

What You'll Do

  • Deploy AI tooling to automate repetitive workflows and scale ops capacity without just throwing headcount at problems
  • Build and own our reporting infrastructure — pipeline dashboards, funded volume, gain-on-sale, funnel analytics — so leadership has real-time visibility into what's working and what isn't
  • Lead LOS and PPE platform evaluation and implementation; translate what loan officers, processors, and compliance actually need into specs that get built
  • Own operational readiness for new product launches — pricing ops, channel strategy, making sure the machine is ready before the first file drops
  • Hunt down friction in the origination-to-close workflow and eliminate it — through automation, process redesign, or rallying the right people to make a call
  • Write the playbooks, training docs, and process guides that keep a fast-moving team aligned as we grow into new products and channels

Who We're Looking For

  • 4–7 years in strategy & ops, product ops, or biz ops at a digital mortgage company, fintech lender, or real estate tech platform
  • You know the mortgage stack cold — LOS platforms (Encompass, ARIVE, Blue Sage), TRID timelines, what a change of circumstance actually means for the ops team
  • Strong analytical instincts — you can build a dashboard, design a reporting framework, and turn it into a clean recommendation leadership will act on
  • You've launched something in a regulated lending environment and know what it takes to do it right
  • You're energized by ambiguity — you'd rather write the playbook than wait for one

Nice to Have

  • Hands-on experience with Non-QM, DSCR, or specialty lending products
  • You've led or been close to an LOS evaluation or full implementation
  • Exposure to warehouse lending, correspondent channels, or secondary market ops

We provide

  • A collaborative, people-first culture with a passion for doing good and enjoying doing it
  • A unique opportunity to build our brand in the early stages
  • Competitive benefits and compensation, including 401(k) w/match
  • Choice between hybrid and fully remote work
  • Flexible PTO 
  • 11 paid holidays

 

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