Mortgage Account Executive - Remote

Curious Minds. Bold Ideas. Extraordinary Impact . We're transforming financial services through bold innovation and relentless execution. You bring the ideas and drive. We'll build what's next — together. Responsibilities The Strategic Account Manager (SAM) is the sales and account lead assigned to nCino's top Strategic IMB Customers and helps deepen and expand the nCino engagement with the most strategic, market-leading IMBs. The role is accountable for growing bookings and revenue of that account, supporting customer satisfaction and reference ability of the customer(s) throughout the customer lifecycle Creates, identifies and closes sales for a specific set of named IMB accounts. The individual must be a self-starting closer who can create a pipeline of business within existing accounts Expand nCino presence within existing enterprise clients by maintaining relationship with key client stakeholders and partnering with nCino’s Customer Success team to drive adoption and identify opportunities to extend the nCino value-proposition. Thoroughly understand mortgage operations within your designated IMB customers and navigate the organization effectively in order to identify opportunities to extend the nCino solution and help organizations solve critical problems in other segments of the organization Use consultative sales approach to identify client needs and use detailed knowledge of the nCino solution and the Salesforce.com platform to challenge customers to consider a new and innovative offering Strategic account planning. Develop plans and resource requirements to drive our existing customers to upsell and add new products. Analyze and measure account plans for customer and company success Effectively identify prospective customer “mobilizers” and build consensus among key stakeholders Learn to deliver a strong demo of the nCino Bank Operating System based on prospect needs Manage complex sales cycle within new clients by mapping customer’s dec

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: The Account Executive is responsible for supporting the strategy, development, and management for a portfolio of customers. Through consultative sales and strong project management, the incumbent will develop a deep and detailed understanding of the customers' business models and strategies in order to contribute to a pro-active approach to optimize the value of relationship to both Freddie Mac and the customer. If this sounds interesting to you, read on and apply today! Our Impact: The Seller Engagement team directly supports the Freddie Mac Single-Family Acquisitions effort to deliver on our mission through engagement with sellers with products and tools that support all of Single Family’s goals and initiatives. Your Impact: Guide the strategy of a portfolio of accounts to ensure optimization of business to Freddie Mac. Be regarded by the stakeholders (internally and externally) as a trusted and respected leader. Lead and mentor account team members to achieve goals. Encourage the account team to continuously improve integrated operating model. Strategize and collaborate with all partners, including pricing, credit, servicing, affordable, legal to ensure all parties are informed and understand the strategy for each customer. Have the flexibility to adapt to new and evolving market conditions and changes as you work your portfolio of accounts. Qualifications: 5 - 7+ years of related professional experience

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: The Seller Engagement organization is seeking a Client Relationship Professional to support seller servicer clients through a combination of relationship management, sales support, and operational execution. Unique to this Client Relationship role is an added responsibility of supporting seller servicer clients with technology integration expertise. This role will closely partner with sales executives, pod (regional team) leadership, internal business partners, customers, and vendors to advocate for client needs, drive business outcomes, and help lenders adopt Freddie Mac tools and technology solutions. The successful candidate will serve as a trusted client-facing resource and internal coordinator, supporting strategic account execution while also managing implementation activities that improve lender efficiency, product adoption, and overall client satisfaction. Our Impact: The Single-Family Sales and Seller Engagement teams work directly with internal and external clients to deliver outstanding customer service, deepen seller relationships, and help lenders maximize operational efficiency. By combining client relationship management with seller technology support, this role helps Freddie Mac strengthen account execution, improve customer satisfaction, lower seller origination costs, deliver quality loans, and increase adoption of Freddie Mac tools and solutions. Success is defined by the ability to support account strategy, manage tactical client needs, resolve issues, monitor contracts and routine processes, and guide customers through successful technology adoption and

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. SoFi’s Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The team designs data-driven strategies to ensure the growth in lending is consistent with the company’s risk appetite and helps create the products and experiences that put our members’ interests first. The Credit Strategy Lead will work in the Credit team and have responsibilities to analyze and evaluate data to develop and propose value-added credit risk strategies and models for SoFi’s lending products, including Personal Loan, Student Loan Refinance, Private Student Loan, and Credit Card. The Credit Strategy Lead will collaborate with cross-functional teams such as Business Units, Capital Markets, Product and Engineering, and use business knowledge and quantitative and analytical skills to drive revenue, control risk, and provide value to the company and consumers. The ideal candidate will possess a data-driven analytics background and the strategic acumen to direct a function that draws strategic insights from data using database and statistical anal

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The team SoFi’s Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The team designs data-driven strategies to ensure the growth in lending is consistent with the company’s risk appetite and helps create the products and experiences that put our members’ interests first. The Senior Credit Manager will work in the Credit team and have responsibilities to analyze and evaluate data to develop and propose value-added credit risk strategies and models for SoFi’s lending products, including Personal Loan, Student Loan Refinance, Private Student Loan, and Credit Card. The initial focus of the role will be on Personal Loan but the candidate may get opportunities to work on other lending products in the future. The candidate will be responsible for independently developing and implementing Personal Loan underwriting strategies that meet our risk appetite, monitoring and analyzing the risk trends within the portfolio to provide insights and recommendations for strategy enhancement opportunities. She/he will be part of

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. 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. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a