BBB Midwest Plains

• Design and manage structured onboarding programs across Truehold and Truehold Financial sales roles, including role-specific ramp plans, product training, and clear 30/60/90 milestones • Build and maintain the core enablement library—playbooks, talk tracks, battlecards, and product materials—grounded in how deals are actually won • Deliver ongoing enablement through targeted training, micro-learning, and workshops aligned to product updates, methodology, and performance gaps • Diagnose skill and knowledge gaps using data and field insight, and design solutions that drive measurable improvements in productivity, pipeline, and revenue • Define and track enablement KPIs (e.g., time-to-productivity, win rates, quota attainment, content adoption) and iterate programs based on results • Document and standardize the end-to-end sales motion, maintaining SOPs and owning the sales knowledge base (Notion) for accuracy and accessibility • Partner cross-functionally with Sales, RevOps, Marketing, and Product to support GTM initiatives, product launches, and process changes with strong field readiness • Evaluate, implement, and drive adoption of sales tools and CRM workflows, translating operational changes into clear, actionable enablement • Build a coaching and continuous learning ecosystem in partnership with sales leadership, incorporating manager feedback, peer learning, and performance insights • Monitor market trends and leverage emerging tools (including AI) to continuously improve enablement speed, quality, and impact

• Providing best-in-class, end-to-end customer experiences from inbound lead to close • Discovering individual seller motivation and matching our Sale-Leaseback product to their needs • Managing pipeline activity in Salesforce • Sharing key learnings with team members to increase team success • Partnering with teams across the business including Transaction Managers, Marketing and Real Estate • Serving as a brand ambassador to customers, partners, and other stakeholders

• Lead, coach, and develop a team of processors in a high-volume, KPI-driven environment • Personally manage and process DSCR and investor loan files end-to-end • Oversee team pipeline to ensure speed-to-close, SLA adherence, and minimal bottlenecks • Build, document, and refine SOPs, workflows, and condition management frameworks

• Make 100–150 outbound calls/day to warm/inbound leads • Understand homeowner goals and position Truehold as a solution • Qualify, manage, and prioritize a high-volume pipeline in Salesforce • Hit daily + monthly KPIs (calls, contact rate, conversions) • Partner closely with Marketing + Real Estate teams to improve lead quality + outcomes

• Lead, manage, and motivate a team of 8–10 inbound Loan Officers to achieve and exceed origination targets. • Own inbound lead management strategy, including call cadence, speed-to-lead, and conversion playbooks. • Train and coach Loan Officers on sales execution, loan structuring, deal qualification, and pipeline management. • Track and manage funnel performance across key metrics (contact → application → funded). • Prepare and present regular reporting on team performance, sales targets, and other key metrics to senior management. • Ensure all origination activity complies with applicable federal and state mortgage regulations. • Own CRM workflows, lead routing, and follow-up standards to ensure no lead leakage. • Work closely with marketing, operations, tech, and customer service to ensure a cohesive borrower experience.

• Originate Non QM, DSCR and investor loans with a focus on repeat relationships and long-term client growth • Build and manage a growing book of investor clients, referral partners, and market relationships • Diagnose investor needs, structure scenarios, and guide borrowers to the best loan options • Own the pipeline: qualify, structure, submit, and close with precision while consistently meeting monthly production goals • Develop new business through investor relationships, referral partners, and market outreach • Collaborate closely with operations, processing, and underwriting teams to accelerate funding timelines • Provide product and pricing feedback based on market conversations and borrower trends • Represent Truehold Financial in investor networks, REI groups, and partner events • Contribute to building Truehold Financial’s best-in-class lending programs

• 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

• Build, lead, and manage a non-QM underwriting team across DSCR, RTL, and consumer products. • Develop, refine, and enforce underwriting guidelines across all products. • Review files prior to submission to Correspondent Lenders. • Own end-to-end underwriting workflows, including file review, conditions, exception handling, and final credit decisions. • Ensure loans are structured, underwritten, and delivered in line with credit policy and investor requirements. • Drive underwriting speed and efficiency by managing pipelines, setting SLAs, and removing bottlenecks. • Monitor portfolio performance, identify emerging risks, and implement adjustments to credit policy. • Establish and enforce QC processes to ensure accuracy, consistency, and compliance. • Define and manage exception frameworks, ensuring disciplined approvals with appropriate documentation. • Track and report on key underwriting metrics, including turn times, approval rates, exception rates, and loan performance. • Ensure all underwriting activity complies with applicable federal and state regulations.

• Making 100-150 dials (phone calls) per day • Discovering each individual seller’s motivation and educating them on how Truehold can meet their needs • Managing and scoring a large lead volume in Salesforce CRM • Meeting or exceeding expected benchmarks, including daily and monthly goals and metrics • Partnering with teams across the business, including Marketing and Real Estate

• Sells advertising and non-dues products or services to BBB Accredited Businesses in an assigned area or territory; meets and exceeds established sales goals and retention targets. • Create new accounts and maintain existing accounts to ensure long-term satisfaction and engagement; build and maintain relationships and ensure constant communication throughout the year. • Contact new and existing customers or clients to explain the features and merits of products or services; utilize persuasive sales techniques, and assist in determining the best application of BBB products or services. • Achieve minimum standards for business development activities, including a set number of required call volume, daily talk time, and other sales performance metrics. • Work professionally and courteously with support departments and staff to align with company-wide processes and goals; foster a positive teamwork environment and serve as an advocate for collaborative success. • Perform assigned tasks and special projects; attend staff events; contribute to BBB's mission, vision, and strategic objectives. • Adhere to BBB Standards of Trust and Core Values; demonstrate Respect and honor all people, positions, and BBB organizational processes. • Maintain punctuality, time management, and attention to detail; follow up on requests to ensure closure. • Provide world-class customer service internally and externally; follow up and provide closure to all requests; actively participate as a team player. • Meet or exceed monthly sales and department metric goals; promote and offer existing AB add-ons for additional locations and/or affiliates when appropriate. • Resolve issues independently and propose solutions when escalation is needed; seek coaching and professional development opportunities; identify ways to improve efficiency.