AmeriSave Mortgage Corporation

• Own the full lifecycle of complex, cross-functional projects, from charter and requirements through execution, go-live, and post-launch measurement • Manage delivery of technology projects built in-house by internal engineering teams, partnering closely with product, engineering, and QA • Build and maintain detailed project plans, roadmaps, and Gantt charts using modern project management tooling • Lead project teams composed of stakeholders across Technology, Operations, Capital Markets, Compliance, and Customer Service • Prepare and deliver clear, concise, and data-backed status updates, business cases, and executive readouts • Use data to drive decisions: define success metrics up front, build reporting/dashboards to track project performance • Identify process gaps and inefficiencies across the project portfolio and drive continuous improvement • Proactively surface, document, and manage project risks and issues

• Analyze Business Metrics & Identify Opportunities: Rigorously analyze operational and financial metrics to detect process deficiencies, performance gaps, and new opportunities to improve revenue and profitability. • Develop actionable recommendations and partner with business leaders to prioritize and implement improvements. • Data-Driven Performance Measurement: Create and maintain frameworks for tracking and analyzing business performance across the mortgage lifecycle. • Develop metrics, dashboards, and automated reports that enable stakeholders to monitor progress and act on insights. • SQL-Based Analytics Solutions: Author and optimize complex T-SQL code to extract, transform, and analyze large volumes of production data. • Develop stored procedures and workflows that operationalize model outputs and support business monitoring.

• Build and lead AmeriSave's institutional partnership platform, creating new distribution channels, investor relationships, and technology-enabled lending solutions that drive sustainable growth. • Establish Relationships Phase 1 - Working with the team we will identify target companies that may benefit from an alignment with AmeriSave to originate loans. • Once proof of concept has been established expand to consider white label options and expansion into other programs. • Serve as the primary point of contact between institutional investors and AmeriSave and guide those entities during their onboarding and solve for inquiry from each entity as challenges of integration are identified. • Build contractual agreements that address core principles regarding compliance and boundaries defined during the origination process. • Demonstrate experience negotiating complex commercial agreements involving loan purchases, servicing rights, correspondent relationships, or institutional partnerships. • Leverage AmeriSave's established brand in the secondary capital markets to attract clients and align business with companies wanting sustainable growth. • Measure, report on, and track performance of relationships within our technology framework ensuring all required data points are collected for reporting. • Discover how to use owned technology to tailor loan origination in unique ways as a key part of this role.

• Design, develop, and maintain robust enterprise data warehouse solutions that support data science, artificial intelligence, and business intelligence requirements. • Architect scalable ETL/ELT pipelines to efficiently transform raw data into structured, analytics-ready formats. • Build and manage API integrations, including hands-on API development. • Utilize T-SQL and Azure Data Factory to create, optimize, and manage data integration workflows. • Use Microsoft Fabric notebooks for transformation and orchestration where appropriate, leveraging Lakehouse and Warehouse for supplemental storage. • Ensure high data quality, integrity, and performance through meticulous query tuning and process optimization. • Collaborate with data scientists, software developers, business intelligence teams, and stakeholders to develop and deploy data solutions that meet business needs. • Translate business requirements into technical solutions and coordinate smoothly between engineering and other teams. • Lead the creation of scalable, reliable data models and optimize them for performance and usability. • Drive continuous improvement in data engineering processes and practices to keep them efficient and aligned with industry best practices. • Monitor system performance and proactively implement improvements to maximize efficiency and scalability. • Troubleshoot and resolve data-related issues to ensure reliable data delivery.

• Provide exceptional customer service to clients • Engage in sales activities to exceed targets • Learn mortgage lending from experienced professionals • Participate in the IGNITE training program

• Serve as a trusted consultant to purchase borrowers, answering questions and providing guidance to help them evaluate AmeriSave’s options throughout the home loan selection process • Understand borrower’s needs and recommend optimal loan products and pricing options based on financial needs, goals and qualifications • Establish an ongoing relationship by delivering best-in-class customer service • Maintain a comprehensive understanding of company loan products, pricing structures and multi-state regulations

• Engage with 100% warm transfer leads from motivated homebuyers and refinancers • Consult with borrowers to understand their needs and present loan options • Use our state of the art technology to qualify and close loans quickly • Build long-term relationships for future referrals and repeat business • Collaborate with in-house processors and underwriters for fast closings • Meet or exceed monthly sales goals and conversions

• Engage with 100% warm transfer leads from motivated homebuyers and refinancers • Consult with borrowers to understand their needs and present loan options • Use our state of the art technology to qualify and close loans quickly • Build long-term relationships for future referrals and repeat business • Collaborate with in-house processors and underwriters for fast closings • Meet or exceed monthly sales goals and conversions.

• Generate leads and convert them into mortgage applications • Collaborate with a team of mortgage professionals to provide excellent service • Participate in training programs to enhance sales skills and industry knowledge • Stay updated on mortgage products and market trends

• Responsible for a pipeline of 40-50 loans per month, both purchase and refinances as well as home equity loans • Review loan application package for completeness and accuracy, reconcile application against system input • Responsible for gathering required documentation from customer and third parties in support of the loan approval decision • Responsible for prompt, professional communication to customers, loan officers & underwriters • Responsible for calculating and analyzing income, assets and liabilities • Utilization of AUSSIE and company procedures • Establish an ongoing relationship by delivering best-in-class customer service