• Carry a sales quota that aligns with Upbound’s revenue goals. • Function as the primary point of contact and the face of Upbound for new prospects and customers. • Conduct sales activities including prospecting and developing opportunities within existing customer accounts. • Manage complex strategic enterprise sales motions with multiple prospect engagement points. • Ensure the successful rollout and adoption of Upbound products and services in partnership with pre-and-post sales engineering and support. • Take ownership of your business by documenting the buying criteria, process, and owners to ensure pipeline accuracy. • Look for and implement improvements to sales processes, tools, and materials. • Travel to customer sites and industry conferences and events as needed.

• Carry a sales quota that aligns with Upbound’s revenue goals. • Function as the primary point of contact and the face of Upbound for new prospects and customers. • Conduct sales activities including prospecting and developing opportunities within existing customer accounts. • Manage complex strategic enterprise sales motions with multiple prospect engagement points. • Ensure the successful rollout and adoption of Upbound products and services in partnership with pre-and-post sales engineering and support. • Take ownership of your business by documenting the buying criteria, process, and owners to ensure pipeline accuracy. • Look for and implement improvements to sales processes, tools, and materials. • Travel to customer sites and industry conferences and events as needed.

• Carry a sales quota that aligns with Upbound’s revenue goals • Function as the primary point of contact and the face of Upbound for new prospects and customers • Conduct sales activities including prospecting and developing opportunities within existing customer accounts • Manage complex strategic enterprise sales motions with multiple prospect engagement points • Ensure the successful rollout and adoption of Upbound products and services • Take ownership of your business by documenting the buying criteria, process, and owners to ensure pipeline accuracy • Look for and implement improvements to sales processes, tools, and materials • Travel to customer sites and industry conferences and events as needed

Role Description CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments. We are seeking a Mortgage Funder/Closer to join our growing organization. The ideal candidate is a self-motivated individual who is reliable, efficient, has a sense of responsibility, and the willingness to learn. The Mortgage Funder/Closer will coordinate all phases of the closing process including: - Preparing closing packages - Communicating with all parties involved in the transaction - Ensuring that all documentation is complete, accurate and in compliance with legal regulations Will consider remote work if residence is farther than a 50-mile radius from Chatsworth, CA. Qualifications - 2 years TRID experience in funding/closing - 3+ years Mortgage experience - 2+ years Encompass Experience Preferred - Must be able to multi-task and excel in a fast-paced environment - Ability to read, analyze, and interpret complex documentation - Ability to respond effectively and urgently to inquiries or complaints - Excellent problem-solving skills - High School Diploma/GED Requirements - Organize and prepare all closing and legal documents in accordance to state and/or federal regulations - Ensure all disclosures are prepared accurately and in conformance with TRID and Investor policies, guidelines and timelines - Ensure that all loans are closed without delays and comply with company and investor requirements - Confirm that loans are closing only after Underwriter’s final approval - Address questions from internal and external parties regarding closings and proactively handle any issues that may arise - Meet performance requirements (volume, quality, and timeliness) - Work with a high sense of urgency when responding to follow-ups and internal/external communications - Review funding documents for completeness and accuracy, prior to authorizing loans to fund - Communicate with loan officers, processors, escrow officers, and settlement agents to keep them updated throughout the closing process, and fund loans in a timely manner - Ensure that all loan conditions outlined by the underwriter are cleared, performing updated verification tasks, and coordinating with title companies as required - Request daily wires from warehouse banks - Meet production and quality standards consistently - Work independently and manage pipeline to ensure deadlines and production goals are met - Assist with post-closing functions, as needed - Provide daily status to manager on all unfunded loans - Perform other related duties as required and assigned Benefits - Be part of a fast-growing company changing the game in Non-QM - Competitive compensation and performance-based bonuses - Collaborative and entrepreneurial culture - Opportunities for career advancement and innovation