RenoFi

• Own the end-to-end recruiting process for Senior Loan Officer candidates - you’ll be their trusted contact and guide them from initial outreach and screening, to coordination of interviews with the team, and through the offer and reference check stages • Engage with Sales leadership team to understand priorities for each market and corresponding resourcing needs • Build trusted relationships with hiring managers and key stakeholders and coach them on hiring best practices • Own the job posting process for various roles, including the drafting of job specs and posting to relevant sites including LinkedIn • Manage and maintain the talent pipeline and leverage the data to inform hiring projections • Maintain the ATS and provide timely and thoughtful feedback to all candidates to maintain data integrity • Leverage all RenoFi recruiting platforms to actively engage and source candidates • Validate potential candidate’s mortgage production using data sources such as MMI • Provide weekly updates to key stakeholders on activities and pipeline • Champion RenoFi’s culture & vision

• Own your files from submission through closing, ensuring accuracy, completeness, and speed throughout every stage of the loan process. • Review new loan submissions for completeness and accuracy, ensuring all required documentation is received. • Communicate proactively, mostly via telephone, with borrowers, loan officers, investors, and contractors to gather missing items and resolve conditions. • Prepare files for underwriting by verifying income, assets, liabilities, credit, and property documentation. • Manage your active pipeline, tracking milestones, and ensuring all timelines are met or exceeded. • Identify potential issues early and work collaboratively to prevent delays or last-minute surprises. • Maintain detailed notes and updates in the LOS to ensure complete visibility for all stakeholders. • Deliver an exceptional experience for homeowners and loan officers, balancing speed with precision. • Support continuous improvement by sharing feedback on systems, workflows, and borrower experience.

• Originating self-sourced leads • Building long-term referral partnerships with contractors, builders, and real estate agents • Educating homeowners on how renovation lending unlocks possibilities that traditional loans can’t • Driving business development by spending 50%+ of your time in the field — not behind a desk • Executing RenoFi’s playbook, Referral Machine, to grow your production month over month

• Operational Execution: Oversee preparation of accurate and timely financial statements, including balance sheets, income statements, and cash flow statements. Manage accounts payable, accounts receivable, general ledger, payroll, and commission processes. • Month-End Close Ownership: Lead the month-end close process, reviewing and processing journal entries, complex account reconciliations, flux analysis, and balance sheet schedules. • Team Management: Supervise, train, and review work of accounting staff, specifically mentoring our internal Senior Accountant, fostering a culture of accuracy, efficiency, and collaboration. • FP&A Support & Reporting: Maintain accurate tracking of cash in/outflows and manage monthly and quarterly financial reporting to ensure our outsourced FP&A partners have timely, clean data for forecasting and board packages. • Revenue & Commissions: Lead the accounting function related to revenue and commissions, including support for accurate revenue recognition by maintaining revenue schedules and ensuring timely, accurate AR management. • Process Optimization: Contribute to ongoing improvements in accounting processes, workflows, and systems to support a fast-growing startup environment. • Compliance & Audit Prep: Coordinate with external auditors, tax advisors, and the compliance department to provide required financial data and disclosures. Oversee the preparation, issuance, and 1099 filing for independent contractors and vendors.

• Oversee preparation of accurate and timely financial statements, including balance sheets, income statements, and cash flow statements. Manage accounts payable, accounts receivable, general ledger, payroll, revenue and commission processes, and tax compliance duties. • Supervise, train, and lead the accounting function, specifically mentoring and reviewing work of our internal Senior Accountant to foster a culture of accuracy, efficiency, and collaboration. • Manage monthly and quarterly financial reporting and communicate financial performance, cashflow budgeting, and compliance status directly to the CEO, leadership, investors, and board members. • Lead the accounting function related to revenue and commissions for the company, including assisting with process improvements. • Collaborate with department heads and our outsourced FP&A group to align financial data and reporting strategies with broader organizational goals. • Manage accurate tracking of cash in/outflows and prepare and present cash review reports directly to the CEO. • Maintain and monitor compliance with debt covenants and financing agreements with financial institutions. • Develop and implement effective policies, processes, and internal controls to ensure compliance with operations and standards. • Coordinate with external auditors, tax advisors, and the legal department to provide required financial data and inquiries.

• Play a part in the creation of a new role. Build the playbook. Auomate yourself out of the manual version of it and then help scale it. Report to the CEO. • This is the first hire on a brand-new team at RenoFi, reporting directly to the CEO. • Salespeople are excellent at selling but bad at the marketing work that grows their book of business. They know what they should do. They just don’t do it. We’re building a role that does it for them. You’re the first hire. You’ll start by supporting a handful of our top salespeople directly — identifying everything they should be doing but won’t and then going and doing it for them. • Concretely, the work looks like this: a salesperson tells you on a 20-minute call that they have 150 past customers sitting cold in a spreadsheet. By Friday, you’ve segmented the list, written a reactivation email in their voice, sent it, and connected with all 150 of them on LinkedIn from their account. Then you figure out how to do that for the next salesperson in half the time. • That’s the manual version. Your second job, running in parallel from week one, is to figure out which parts of what you just did can be automated — by AI tools we’re already building, by workflows you set up, by templates you create. You’ll work directly with the CEO and our product team on what to ship next. The version of this role that exists in 18 months looks very different from the version that exists on day one, and you’re the person who turns one into the other. • The goal is a playbook along with automations that are so effective that we can’t resist scaling this function across our entire sales org. • You report directly to the CEO. No middle layer.

• Assisting homeowners with financing solutions for their home renovation projects. • Calling homeowners who have requested more information from RenoFi • Educating homeowners on the process of obtaining a renovation loan through RenoFi • Managing the entire renovation loan process, from initial outreach all the way to close • Working cross functionally with our operations team to ensure loans get processed in a timely manner • Following the RenoFi sales playbook and processes to achieve sales targets each month • Working with RenoFi-provided customers to offer 1st and 2nd mortgage renovation financing solutions • Building a book of self-sourced referral business from realtors, contractors, builders, financial advisors, etc.