Mortgage Closer/Funder - Remote

About us Sierra is the leading platform for customer-facing AI agents, working with many of the world's biggest brands — including The GAP, Rocket Mortgage, SoFi, Sutter Health, and SoftBank — to transform how they serve customers and grow their businesses. We are primarily an in-person company based in San Francisco, with growing offices across North America, Europe, and Asia. We are guided by a set of values that are at the core of our actions and define our culture: Trust, Customer Obsession, Craftsmanship, Intensity, and a commitment to balancing Family along the way. These values are the foundation of our work, and we are committed to upholding them in everything we do. Our co-founders are Bret Taylor and Clay Bavor . Bret currently serves as Board Chair of OpenAI. Previously, he was co-CEO of Salesforce (which had acquired the company he founded, Quip) and CTO of Facebook. Bret was also one of Google's earliest product managers and co-creator of Google Maps. Before founding Sierra, Clay spent 18 years at Google, where he most recently led Google Labs. Earlier, he started and led Google’s AR/VR effort, Project Starline, and Google Lens. Before that, Clay led the product and design teams for Google Workspace. What you'll do Independently drive complex enterprise deals end-to-end: Manage a broad enterprise book with strong autonomy, leading 6- and 7-figure deal cycles from prospecting to close. Multi-thread to the C-suite: Lead VP-level conversations, build durable C-suite relationships across customer orgs, and earn credibility quickly with new stakeholders. Manage risk proactively: Identify and manage deal risk early; build rigorous stakeholder maps for your accounts. Make the hard calls: Partner with your manager (and, at the senior level, operate more independently) on pricing, escalation timing, exec alignment, and deal strategy — coming to the table with a point of view, not just a problem. Leverage leadership & co-founders: Bring in Sierra's co-founder

About us Sierra is the leading platform for customer-facing AI agents, working with many of the world's biggest brands — including The GAP, Rocket Mortgage, SoFi, Sutter Health, and SoftBank — to transform how they serve customers and grow their businesses. We are primarily an in-person company based in San Francisco, with growing offices across North America, Europe, and Asia. We are guided by a set of values that are at the core of our actions and define our culture: Trust, Customer Obsession, Craftsmanship, Intensity, and a commitment to balancing Family along the way. These values are the foundation of our work, and we are committed to upholding them in everything we do. Our co-founders are Bret Taylor and Clay Bavor . Bret currently serves as Board Chair of OpenAI. Previously, he was co-CEO of Salesforce (which had acquired the company he founded, Quip) and CTO of Facebook. Bret was also one of Google's earliest product managers and co-creator of Google Maps. Before founding Sierra, Clay spent 18 years at Google, where he most recently led Google Labs. Earlier, he started and led Google’s AR/VR effort, Project Starline, and Google Lens. Before that, Clay led the product and design teams for Google Workspace. What you'll do Independently drive complex enterprise deals end-to-end: Manage a broad enterprise book with strong autonomy, leading 6- and 7-figure deal cycles from prospecting to close. Multi-thread to the C-suite: Lead VP-level conversations, build durable C-suite relationships across customer orgs, and earn credibility quickly with new stakeholders. Manage risk proactively: Identify and manage deal risk early; build rigorous stakeholder maps for your accounts. Make the hard calls: Partner with your manager (and, at the senior level, operate more independently) on pricing, escalation timing, exec alignment, and deal strategy — coming to the table with a point of view, not just a problem. Leverage leadership & co-founders: Bring in Sierra's co-founder

Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are 🧩 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do 🚀 📍This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 Performs duties relating to the processing of mortgage loans. Responsibilities include ordering, receipt and review of title work, proof of insurance, appraisals, and required documentation in compliance with policy/guidelines, procedures and regulations. Completes these duties within the Home Loan Fulfillment service level agreements (SLAs) and commitment to member service. Ensures compliance with established credit union policies, guidelines and regulatory requirements. Utilizes independence in solving problems and making decisions. Works within established lending policies/guidelines, with complex or unusual situations being discussed with management. Ensures duties are carried out in an efficient and cost-effective manner. Efforts are focused on achieving maximum member service. Essential Functions Assist the Processing Management with planning and organizing steps to ensure timely and accurate execution of a wide range of loan processing functions Provide training to orientate new staff and to inform continuing staff of new products and changes Serve as the day-to-day contact person for the borrower, loan officer, title company, underwriter, closer and possibly servicer to direct the workflow. Assist in coverage

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

Mortgage Closing Subject Matter Expert Location: Bangalore, India (Offshore) Employment Type: Full-Time About SAI Group SAI Group is a private investment firm that has committed $1 billion to incubate and scale revolutionary AI-powered enterprise software application companies. Our portfolio, a testament to our success, comprises rapidly growing AI companies that collectively cater to over 2,000+ major global customers, approaching $600 million in annual revenue, and employing a global workforce of over 4,000 individuals. SAI Group invests in new ventures based on breakthrough AI-based products that have the potential to disrupt existing enterprise software markets. SAI Group’s latest investment, JazzX, is a pioneering technology company which is building a platform that will not only shape the future of enterprise AI applications but also offer practical solutions to real-world challenges. Role Overview As JazzX’s Mortgage Closing SME, you will be the single-domain authority for U.S. residential mortgage closing across product, engineering, and operations. You will own how closing workflows — clear-to-close review, fee reconciliation, Closing Disclosure preparation and balancing, closing document generation, funding, and post-closing handoff — are defined, explained, and operationalized into the JazzX Mortgage Application. This is a hands-on position based in our Bangalore office, working closely with the product and engineering teams. You will work representative loan files through the closing process, document every step, calculation, and exception in detail, and translate that operational knowledge into product requirements, decision rules, test cases, and validation programs for AI-assisted closing. JazzX is building AI products that automate and assist U.S. residential mortgage origination and fulfillment. Our product and en

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. In this role, you will lead Plaid’s relationships with a focused group of leading mortgage lenders, servicers, and ecosystem partners, bringing the full breadth of Plaid’s offerings to the way they originate, verify, and underwrite loans. You will drive new business and expansion by running a disciplined, consultative sales process, uncovering high-value use cases, and building credibility with senior decision-makers, partnering with Product, Account Management, and other Go-To-Market colleagues to show customers measurable results. This role is ideal for a self-motivated seller who takes initiative, plans several moves ahead, and brings a collaborative, customer-first mindset to fellow sellers and cross-functional partners. Responsibilities: Own a named book of approximately 50 enterprise mortgage accounts, spanning national non-bank originators and servicers, top-tier and regional banks, credit unions, builder-affiliated lenders, and digital and home equity lenders Serve as the core Plaid representative for your accounts, selling the full Plaid product portfolio across the mortgage vertical Own the full sales cycle, from prospecting through close, for enterprise mortgage account