Fall Peak, Document Processor Night Shift Alicia CoronaFall Peak, Document Processor Night ShiftIrving, Texas$18 / hourWe are building our training class roster for the Fall peak season and looking for detail-oriented candidates ready to grow their skills in bank operations. As a Document Processor, you will review and audit documents and applications, create electronic files, and perform data entry using the latest technology.
Mortgage Lending Officer Safe Act - Pasadena Citigroup Inc.Mortgage Lending Officer Safe Act - PasadenaPasadena, TX$60,000–$175,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Senior Consumer Real Estate Processor First Financial Bankshares IncSenior Consumer Real Estate ProcessorAbilene, TXHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. SCOPE/RESPONSIBILITIES: • Incumbent has limited contact with lending staff and frequent contact with regional loan officers, lending assistants, other departments, title companies, etc.
Senior Commercial Doc Prep Processor First Financial BanksharesSenior Commercial Doc Prep ProcessorAbilene, TXHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. The incumbent will be required to work commercial (real estate and non-real estate) and consumer non-real estate loans independently without much direct supervision.
Mortgage Development & Originator Home Bancshares, Inc.Mortgage Development & OriginatorBedford, TXThe position may require the use of a vehicle to service customers, administer or participate in civic events, commute to company-owned properties, commute to company-related places of business, or any other purpose considered necessary to the job. Equivalent to a four year college degree, plus 4 years related experience and/or training, and 2 years related management experience, or equivalent combination of education and experience.
Mortgage Disclosure Specialist I Home BancShares IncMortgage Disclosure Specialist ITXWhile performing the functions of this job, the employee is continuously required to talk or hear; regularly required to sit, use hands to finger, handle, or feel, reach with hands and arms; occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl. Monitor, identify, and validate Change of Circumstance documents, and if needed, re-disclose Loan Estimates and Change of Circumstances within 3 days of revisions.
Mortgage Sales Manager Susser Bank Holdings LLCMortgage Sales ManagerArlington, TXThe position is a producing manager role and is responsible for the recruitment, hiring, development and retention of the Mortgage Loan Officers (MLO's) of Susser Bank Mortgage for assigned territories. Meet with borrowers during the application process to determine financial objectives, take complete and accurate loan applications, and recommend appropriate mortgage solutions.
Community Loan Originator Hancock Whitney BankCommunity Loan OriginatorMesquite, TexasEvaluates current loans and new loan proposals considered under a variety of community development programs; Specializing in loan programs designed for First-time Homebuyers and low to moderate income borrowers; Coordinates all loan proposals with appropriate lending groups. Develop and maintain ongoing relationships with Non Profit Housing groups, realtors, and other community organizations that support First Time Homebuyers and low to moderate income borrowers.
Community Loan Originator Hancock Whitney CorpCommunity Loan OriginatorMesquite, TXJOB FUNCTION / SUMMARY: Evaluates current loans and new loan proposals considered under a variety of community development programs; Specializing in loan programs designed for First-time Homebuyers and low to moderate income borrowers; Coordinates all loan proposals with appropriate lending groups. Develop and maintain ongoing relationships with Non Profit Housing groups, realtors, and other community organizations that support First Time Homebuyers and low to moderate income borrowers.
Mortgage Production Associate Cornerstone Capital BankMortgage Production AssociateDallas, TexasCornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, on-time closings, employee retention, and happiness. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
Home Loan Officer Rally Credit UnionHome Loan OfficerHarlingen, TXDevelop and maintain successful business referral sources including existing and prospective Rally CU members, Rally CU Branch Peers, Realtors, Builders, Business Partners that serve as a recurring source of referrals for new home loan opportunities. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public.
Loan Officer Assistant (Licensed) LowerLoan Officer Assistant (Licensed)TexasWe combine innovative technology with a personalized, local lending approach, giving our branches and loan originators the tools, speed, and support to deliver an exceptional experience for borrowers and referral partners. We are seeking a highly experienced Licensed Loan Officer Assistant (LOA) to support a top-producing Mortgage Loan Originator in the Houston market.
Loan Officer Guild Holdings CompanyLoan OfficerFort Worth, TX$7.25–$30 / hourRegularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may contribute insights and ideas on policies, processes, procedures, and efficiency; may recommend changes and enhancements based on analysis.
Loan Officer Assistant (Hybrid) FocusOneLoan Officer Assistant (Hybrid)Houston, TXMortgage Loan Officer Assistant – Spanish/English Preferred FocusOne Mortgage | Northwest Houston | Full-Time | Hybrid About the Opportunity FocusOne Mortgage is growing, and we're looking for an experienced Loan Officer Assistant to join our team in Northwest Houston. Experience as a Loan Officer Assistant, Loan Partner, Junior Processor, Loan Setup Specialist, Mortgage Processor, Escrow Officer, Title professional, or Mortgage Call Center Specialist is highly valued.
Loan Officer Assistant (Licensed) Lower Holding CompanyLoan Officer Assistant (Licensed)TXWhat you''ll do:Serve as the primary operational support for a high-producing Loan OriginatorTake complete loan applications and manage files from initial disclosure through closingAnalyze borrower documentation (income, assets, credit, guidelines) for accuracy and completenessStructure and package loans across Conventional, FHA, VA, and Non-QM programsCommunicate directly with borrowers, real estate agents, processors, underwriters, and title companiesEnsure compliance with federal, state, and investor guidelinesProactively identify and resolve issues that could delay approval or closingMaintain pipeline reports and ensure deadlines are consistently metDeliver a white-glove borrower experience that supports referral-based growthWho you are:Active NMLS license (Texas required)Minimum of 3 years' experience as a Loan Officer Assistant or Loan OfficerSignificant hands-on experience with:ConventionalFHAVANon-QM loan productsStrong understanding of underwriting guidelines and loan structuringProven ability to manage a high-volume pipeline with precision and urgencyExceptional communication and organizational skillsHigh level of professionalism, accountability, and discretionPreferred Qualifications:Experience supporting a top-producing or high-volume originatorNon-QM expertise beyond bank statement loans (DSCR, asset-based, etc.)Tech-savvy with Encompass experienceSelf-starter mindset with the ability to anticipate needs and take ownershipWhy you'll love it:You'll feel rewarded for your work-both financially through uncapped commission and through knowing you've made a difference to your customers by helping them with one of the most important life decisionsSupport a top producer with a consistent, high-quality pipelineLong-term growth opportunity with a stable, successful originatorHigh autonomy and trust-your expertise will be valued and utilizedFast-paced, rewarding role with meaningful impact on production and client satisfactionWhen you join:You'll join a locally and nationally recognized best place to work that values promotion from within. We combine innovative technology with a personalized, local lending approach, giving our branches and loan originators the tools, speed, and support to deliver an exceptional experience for borrowers and referral partners.
Originating Loan Officer Assistant (L2c) Guild Holdings CompanyOriginating Loan Officer Assistant (L2c)Southlake, TXThe Originating Loan Officer Assistant (L2C) plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. Per GUILD company policy and in accordance with investor underwriting guidelines, this role is prohibited from submitting documents to underwriting and ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances.
Loan Officer Associate LennarLoan Officer AssociateSan Antonio, TexasLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. The Loan Officer Associate will complete various on-line and classroom educational sessions while receiving operational and hands-on training by assisting the Loan Officer and Division Managers.
Sr. Loan Officer Broker Solutions, Inc.Sr. Loan OfficerDallas, TXPrimary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. You''ll work in a fast-paced environment where you can focus on what you do best: closing loans, building relationships, and helping clients achieve their homeownership goals.
Loan Officer Trainee Cavco Industries IncLoan Officer TraineePlano, TXCountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Loan Officer Trainee to help grow our Originations Department. As a Loan Officer Trainee, you will collaborate with Loan Officers, Loan Processors, Lending Associates, Underwriting, Compliance team and other essential departments.
NewSenior Loan Officer Cavco Industries IncSenior Loan OfficerPlano, TXCountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Senior Loan Officer to help grow our Originations Department. The ideal candidate will have excellent customer service skills, a deep understanding of lending products, and the ability to guide borrowers through the loan process with professionalism and care.
Sr. Loan Officer New American FundingSr. Loan OfficerAustin, TexasFull timePrimary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. You'll work in a fast-paced environment where you can focus on what you do best: closing loans, building relationships, and helping clients achieve their homeownership goals.
Senior Loan Officer Assistant CrossCountry Mortgage LLCSenior Loan Officer AssistantDallas, TXThe collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico.
Senior Loan Officer Assistant (Hybrid) CrossCountry MortgageSenior Loan Officer Assistant (Hybrid)Dallas, TXThe collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico.
Senior Mortgage Underwriter - (Remote) National Bank of ArizonaSenior Mortgage Underwriter - (Remote)The Woodlands, TXRemote$39.56–$58.03 / hourAnalyze income, assets, credit documentation, employment history, credit reports, debt ratios, and loan-to-value (LTV) metrics to determine borrower creditworthiness. Proficiency with mortgage software and related tools, including Encompass 360 (LOS), Desktop Underwriter (DU), and Loan Product Advisor (LPA).
Loan Originator Assistant Unlicensed D.R. Horton, Inc.Loan Originator Assistant UnlicensedRichmond, TXThe right candidate will support the Mortgage Loan Originator (MLO) so that the MLO can focus on producing more volume and provide a higher level of customer service. Monitor pipeline reports daily for status of applications and communicate with processors weekly/daily to make sure all loans are moving through the approval process.
Loan Officer Benchmark MortgageLoan OfficerHarker Heights, TexasEssential Functions of the Role : Establish and maintain relationships through frequent travel with individuals including existing clients, past clients, and real estate professionals to generate business referrals. Ideal candidates for this position have a strong service-oriented mindset with prior loan sale experience, excellent communication skills, and proven knowledge of mortgage lending compliance and regulatory requirements.
Licensed Loan Advisor CrossCountry MortgageLicensed Loan AdvisorSan Antonio, TexasThe Licensed Loan Advisor works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings. CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico.
Loan Officer Assistant CrossCountry Mortgage LLCLoan Officer AssistantSan Antonio, TX$17.30–$19.71 / hourThe Loan Officer Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings. Position Overview: The Loan Officer Assistant provides support to CrossCountry Mortgage, LLC's ("CCM") mortgage loan officers in their daily duties to increase loan production levels.
Sr Loan Officer SWBC Mortgage CorporationSr Loan OfficerDallas, TexasAssists prospective borrowers in the proper completion of loan applications, provides required disclosures, collects funds for services to be ordered and gathers necessary support documents from prospective borrowers. SWBC is seeking a talented individual to be responsible for the solicitation of mortgage loans and provides the customer assistance in selecting best-fit loan programs and completing loan applications.
Senior Mortgage Underwriter - (Remote) California Bank & TrustSenior Mortgage Underwriter - (Remote)The Woodlands, TXRemote$39.56–$58.03 / hourAnalyze income, assets, credit documentation, employment history, credit reports, debt ratios, and loan-to-value (LTV) metrics to determine borrower creditworthiness. Proficiency with mortgage software and related tools, including Encompass 360 (LOS), Desktop Underwriter (DU), and Loan Product Advisor (LPA).
NewFirst Lien Loan Originator First Merchants CorpFirst Lien Loan OriginatorTXInterview loan applicants, collect and review financial and related information, determine the general creditworthiness of the prospect and the specific merits of the loan request for purchase, refinance and/or construction loan on residential real estate property. A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations.
NewSenior Mortgage Underwriter - Vice President Morgan StanleySenior Mortgage Underwriter - Vice PresidentDallas, TexasMorgan Stanley Private Bank, National Association (“MSPBNA”), as part of Wealth Management, offers banking and credit products and services, including securities-based lending, mortgage loans and home equity lines of credit primarily to Morgan Stanley Wealth Management’s high net worth clients. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Senior Mortgage Underwriter - (Remote) Zions Bancorporation NASenior Mortgage Underwriter - (Remote)The Woodlands, TXRemote$39.56–$58.03 / hourAnalyze income, assets, credit documentation, employment history, credit reports, debt ratios, and loan-to-value (LTV) metrics to determine borrower creditworthiness. Proficiency with mortgage software and related tools, including Encompass 360 (LOS), Desktop Underwriter (DU), and Loan Product Advisor (LPA).
Mortgage Underwriter First Horizon CorpMortgage UnderwriterPlano, TXEssential Duties and Responsibilities: Independently evaluate a variety of complex residential mortgage credit applications, credit bureau information, collateral valuation, complicated tax returns, financial statements, sales contracts, title, insurance and/or other supporting documentation to decision loans within designated authority levels by way of automated underwriting tools. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Loan Originator NE - San Antonio Hilltop Holdings IncLoan Originator NE - San AntonioSan Antonio, TXWhether on the frontline working directly with customers in our branches or behind the scenes supporting our loan officers, our team members each play a vital role in delivering an outstanding customer experience. Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients.
Mortgage Underwriter First Horizon Corp.Mortgage UnderwriterPlano, TXEssential Duties and Responsibilities: Independently evaluate a variety of complex residential mortgage credit applications, credit bureau information, collateral valuation, complicated tax returns, financial statements, sales contracts, title, insurance and/or other supporting documentation to decision loans within designated authority levels by way of automated underwriting tools. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Director, Commercial Mortgage Originations Shine Associates, LLCDirector, Commercial Mortgage OriginationsDallas, TXFull timeOver the past four years, the Southwest Regional Office has originated approximately$4.5 billion of fixed and floating rate mortgages including core and high yield/bridge loans on a variety of properties, working with top tier owners, developers, investment advisors, pension funds, private equity firms, and mortgage brokers. The Southwest Regional Office is responsible for commercial mortgage origination and portfolio management efforts for the Southwest U.S. The Southwest Regional Office territory is comprised of 9 states and markets such as Dallas, TX; Houston, TX; Austin, TX; Denver, CO; San Antonio, TX; Kansas City, MO and New Orleans, LA.
Senior Director, Commercial Mortgage Originations Shine Associates, LLCSenior Director, Commercial Mortgage OriginationsDallas, TXFull timeOver the past four years, the Southwest Regional Office has originated approximately$4.5 billion of fixed and floating rate mortgages including core and high yield/bridge loans on a variety of properties, working with top tier owners, developers, investment advisors, pension funds, private equity firms, and mortgage brokers. The Southwest Regional Office is responsible for commercial mortgage origination and portfolio management efforts for the Southwest U.S. The Southwest Regional Office territory is comprised of 9 states and markets such as Dallas, TX; Houston, TX; Austin, TX; Denver, CO; San Antonio, TX; Kansas City, MO and New Orleans, LA.
Consumer Analyst I First Financial BanksharesConsumer Analyst IAbilene, TXHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. The incumbent underwrites the applicant(s) ability to repay the requested loan by performing certain critical calculations on income figures provided by the applicant and verified from other sources.
NewFHA/HUD Deputy Chief Underwriter - LEAN KeyCorpFHA/HUD Deputy Chief Underwriter - LEANDallas, TX$128,000–$268,000 / yearLead and manage the FHA Underwriting Team, including Senior Underwriters, Underwriters, Analysts, and Loan Processors; assign transactions, balance workload, and ensure work is distributed appropriately based on deal complexity, experience, and capacity. This position is expected to independently underwrite complex FHA-insured healthcare transactions - including large portfolios and single-asset loans - while also managing, coaching, and overseeing Senior Underwriters and the broader FHA Underwriting Team.
Universal Banker, Market Development Technology Credit UnionUniversal Banker, Market DevelopmentAustin, TexasFull timePosition Summary: The Universal Banker, Market Development assists the Retail Banking organization with implementation of sales plans, quality member service and daily operations that support product sales and service objectives for Technology Credit Union (Tech CU). Defines member needs, explains solutions, recommends action, handles objections in a consultative manner and actively promotes all access channels (i.e. Virtual Branch, Mobile, Online Banking, ATM network.).
Portfolio Underwriter Southwest Stage Funding LLCPortfolio UnderwriterTXCollaborating closely with loan processors and closing teams to ensure high quality and efficient workflow, ensuring timely loan closings and a high level of customer service and satisfaction. Our goal is to help thousands of families realize the dream of home ownership by offering mortgage loan solutions customized to the manufactured housing marketplace leveraging state-of-the-art business automation coupled with the most skilled professionals in the industry.
Underwriter D.R. Horton, Inc.UnderwriterAustin, TXPrioritize RUSH's, Collateral Underwriter conditions, and newly submitted loans to meet the required turn-around time, acting on a minimum (if volume is present) of 100 loans monthly. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange.
Real Estate Underwriter Texans Credit UnionReal Estate UnderwriterRichardson, TXAnalyze financial information and evaluate the risk of real estate loan applications, including first mortgages, home equity loans, HELOCs, and related products. This role is an entry-level contributor who partners with senior underwriters and lending teams to develop underwriting expertise and support production goals.
Correspondent Staff Underwriter II Trustmark CorpCorrespondent Staff Underwriter IIHouston, TXResumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. The responsibilities of this job are to provide support to the retail and wholesale platform in loan decisions, underwriting guidance, and scenario questions based on GSE guidelines and requirements while ensuring and maintaining quality.
Retail Production Assistant SoFiRetail Production AssistantFrisco, TXBusiness Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients.
Inside Account Executive Park Place Finance, LLCInside Account ExecutiveRollingwood, TXPark Place Finance is hiring high-impact Inside Account Executives for their May training class to join our fast-paced, entrepreneurial-style lending team to report directly to our Chief Revenue Officer. You’ll be an integral part of our loan origination team, responsible for engaging real estate investors and builders, prequalifying loan opportunities, and supporting the full sales cycle.
Sales Development Representative - Microsoft 365 + Guardian (Tier-1 Csp) Access Business TechnologiesSales Development Representative - Microsoft 365 + Guardian (Tier-1 Csp)Dallas, TXRemote$45,000–$60,000 / yearTier-1 Microsoft CSP credibility and partner resources, AI-powered quoting and proposal generation tools, direct access to experienced Account Executives, our technical lead, and our CEO for shadowing and coaching, and a modern CRM and sales tooling stack. Access Business Technologies ( myabt.com ) is a Tier-1 Microsoft Cloud Solution Provider serving hundreds of organizations across the United States, with deep specialization in mortgage, financial services, and other regulated industries, and an active expansion into healthcare practices .
Account Executive - Microsoft 365 Licensing (Tier-1 Csp) Access Business TechnologiesAccount Executive - Microsoft 365 Licensing (Tier-1 Csp)Dallas, TXRemote$60,000–$75,000 / yearPath B has one hard requirement and one hard exclusion: Minimum 12 months prior sales-adjacent work required : pre-sales engineering, technical account management, customer success with quota, partner-led demos, executive licensing-renewal calls, or a similar customer-facing revenue role. From there, your day might include a discovery call with a credit union evaluating Microsoft 365 Copilot, a working session with our technical lead to align solution design on a community bank deal, a renewal conversation with an existing customer, and an afternoon block to build a proposal using our AI-assisted quoting tools.