Role Description The company is looking for a Senior Mortgage Associate who operates at the top of the support function — someone who can own the pipeline end to end, drive files from initial lead through to lodgement without being task-managed, and partner the broker at a high level. The ideal candidate sits close to Strategist level: they understand credit deeply, can run compliance and proposals independently, and bring the kind of judgment that keeps files clean and moving. A strong Senior Associate is the floor; someone with Strategist-level credit depth is the target. Responsibilities - Liaise internally with Brokers, Strategists, and the wider support team; and externally with Clients, Lenders, Solicitors, Conveyancers, and Referral Partners. - Pipeline & CRM Ownership - Own the Mercury CRM pipeline end to end — maintain accurate notes, task tracking, and stage progression without being prompted. - Know where every file sits at all times and be able to speak to any client's situation on the spot. - Set up new files, perform accurate data entry across CRM and lender platforms, and maintain folder structure and naming conventions to company standards. - Pre-Review, Review & Broker Prep - Oversee and push the front end of the pipeline — lead follow-up cadence (Day 4, 7, 10), document collection, Equifax and PropertyHub reports, and pre-review notes. - Complete the full Review stage independently: assess income (PAYG and complex), review bank statements via CashDeck, confirm salary packaging, assess rental income, work the funding position, run Quickli serviceability, and write review notes. - Hand files to the broker fully prepped for First Appointment and take them straight back once the recommendation is made. - Proposal, Compliance & Submission - Build the full proposal package: servicing calculator, pricing, BID/NCCP compliance, AOL setup, credit notes, lender checklist, compliance docs, and client proposal. - Identify missing or incorrect documentation early; structure and package files to a clean, submission-ready standard with nil unnecessary rework. - Submit pricing requests, order and track valuations, and manage pre-approval conditions. - Lodge applications via AOL and handle lender rework requests fast and accurately. - Settlement & Progression - Follow up with lenders, solicitors, and conveyancers to keep files tracking toward settlement. - Monitor outstanding conditions, deadlines, and settlement timelines; escalate issues proactively to the broker. - Keep status notes current and provide regular internal updates to maintain team visibility. - Client Communication - Own the client relationship through the processing phase — guide document collection, provide pipeline updates, set expectations clearly, and respond to inquiries with confidence. - Write post-appointment summaries and confirm strategy and instructions in writing. - Conduct post-settlement annual reviews to support retention and identify future opportunities. Qualifications - 4–5+ years of experience in the Australian mortgage broking industry in a senior processing, credit, or associate role. - Strong credit analysis capability — able to assess complex income (PAYG, self-employed, commission, rental), read a credit file, and work serviceability levers across multiple lenders. - Deep understanding of mortgage products, lender policy, compliance obligations (BID, NCCP, responsible lending), and the end-to-end loan lifecycle. - Proven ability to own a pipeline independently — not task-driven, but workflow-driven. - Experience building compliant proposal packages including BID/NCCP documentation. - Excellent attention to detail, file discipline, and the ability to keep multiple files moving simultaneously. - Strong written communication skills — confident writing client-facing summaries and internal credit notes. - Ability to manage competing priorities without losing accuracy or pace. Requirements - Microsoft Outlook - Mercury CRM (Connective) - ApplyOnline (AOL) - Quickli - Microsoft Teams Preferred Skills - Strategist-level credit depth — experience writing credit submissions, selecting lenders independently, and managing credit assessor conversations. - Familiarity with complex lending scenarios: SMSF, trust structures, multi-property, construction. - Certificate IV in Finance and Mortgage Broking or equivalent. - Experience mentoring or overseeing junior associates.

• Suporte nas atividades de controle de custos e apropriação de gastos, com visão nos gastos próprios, dos clientes e dos projetos. • Suporte na Criação, Alteração, Liberação, Encerramento e Bloqueio de objetos de custos. • Acompanhar/monitorar as ações necessárias para liberação do objeto de custo e conferir rotineiramente no sistema contábil se eles foram liberados. • Comunicar liberação aos interessados e retorno quando os objetos puderem ser encerrados e manter o arquivo ou sistema de controle atualizado. • Tomar providências para a criação de novos objetos, encerramento e/ou alteração de existentes, tais como liberação, bloqueio ou ajustes. • Suporte à orçamento de investimentos e gastos em centro de custo, ordem e/ou projetos, incluindo PAN, PE. • Realizar levantamento, classificar e tratar os dados históricos dos gastos de centro de custo, ordem e/ou projetos. • Apoiar a gerência na identificação de necessidades para próximo período, e prestar suporte na elaboração de projeções. • Elaborar análises comparativas, organizar dados e realizar lançamento em sistemas informatizados. • Realizar consolidação final dos arquivos e geração de relatórios com visões da estrutura e de contas, por gerência geral ou gerência executiva (incluindo suas gerências de staff). • Realizar consolidação final dos arquivos e geração de relatórios com visões de projetos. • Acompanhamento e análises de realização de investimentos e gastos em centro de custo, ordem e/ou projetos, incluindo PAN, PE • Consultar/extrair dados de sistemas informatizados ou outras fontes, classificar e tratar os dados, desenvolver tabelas dinâmicas e gráficos. • Acompanhar periodicamente os lançamentos realizados no centro de custo, ordem e/ou projetos. • Realizar análises e suportar na identificação das causas de desvios. • Registrar e monitorar o tratamento dos erros de apropriação identificados. • Alimentação de controles, painéis e ou sistemas, com informações, projeções, análise e ou justificativas/causas de desvios. • Apontamento de horas de pessoal e centro de trabalho • Identificar objetos de custo, conferir dados e enviar dados para as validações necessárias. • Diligenciar o levantamento das horas dispendidas por cada profissional e dos centros de trabalhos para cada projeto. • Atualizar planilhas de suporte. • Realizar apontamento de horas em sistema informatizado. • Emitir relatório final com informações referentes ao apontamento realizado e falhas identificadas • Atendimento de informações e conferências para auditorias e intimações diversas. • Dar suporte à gerência para identificação dos pontos de sua responsabilidade e diligenciar a resposta de modo atender os prazos solicitados. • Suporte na análise, conferência, conciliação de dados e implementação de controles para atendimento às auditorias de custos, seja ele oriundo de prestação de serviços, aplicação de materiais, atividades internas ou qualquer outra natureza. • Preencher resultados em sistemas informatizados, quando solicitado. • Identificar no sistema informatizado PETROBRAS os documentos necessários para atendimento à solicitação e, quando necessário, localizar e buscar em arquivo físico ou solicitar ao serviço de guarda externa os documentos. • Gerar arquivo digital (Digitalizar / Print de tela / PDF) e disponibilizar documentos. • Exemplos de demandas de atendimento, não se limitando a estas: Controles SOX, Auditorias Internas (projetos; contratos etc.); Auditorias externas (Parcerias, Órgãos Reguladores).

About Eve Eve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across every stage of a case, from intake through resolution. The next generation of great plaintiff firms will be AI-Native, and Eve is how they get there. But what makes Eve different isn't just the product. It's how we build it. If you're someone who takes ownership, stays curious, and wants to build AI that's already changing how law is practiced, this is where you belong. Product-market fit: Eve is trusted by over 1000+ law firms, and we’re growing fast. Backed by top investors: We’ve raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed. Built by a world-class team: Engineers, designers, and operators from places like Scale, Meta, Airbnb, Cruise, Square, Rubrik, and Lyft are building Eve from the ground up. AI-Native from day one: We’re on the bleeding edge of AI, collaborating directly with teams at OpenAI and Anthropic to build best-in-class AI workflows tailored for legal work. Explosive growth: We are growing 2X revenue Quarter over Quarter. The Role: Eve Legal is an AI-powered platform transforming how plaintiff litigation firms operate. As we continue to scale our products, customer base, and go-to-market organization, the Deal Desk Analyst plays a critical role in ensuring commercial transactions are executed efficiently, accurately, and in alignment with company policies. Partnering closely with Sales, Customer Success, Finance, Legal, and RevOps, this role helps drive operational excellence through sound deal guidance, process optimization, and data-driven decision-making. As a foundational member of the Deal Desk team, the analyst will contribute directly to building the systems, processes, and commercial rigor needed to support Eve's continued growth and scale. Core Responsibilities - Manage deal workflows across new business, renewals, and expansions from intake through booking, ensuring accuracy, compliance, and timely execution. - Review pricing, discounting, contract terms, and billing arrangements for alignment with commercial policy, financial objectives, and revenue recognition requirements. - Administer approval workflows, escalating non-standard transactions and complex deal structures while maintaining visibility into high-priority opportunities. - Partner with Sales, CS, Finance, Legal, and RevOps to support renewal strategy, retention, expansion, and successful execution of commercial agreements. - Identify inefficiencies within the quote-to-cash lifecycle and develop scalable, repeatable processes that improve operational consistency and audibility. - Track Deal Desk and renewal performance metrics, analyze trends, and leverage insights to drive continuous process improvement. - Evaluate AI-powered tools and automation to streamline quoting, approvals, contract review, and deal analysis while championing a continuous-improvement mindset. Required Qualifications - 5+ years of total experience incorporating both Operations and execution; in deal desk, sales operations, Renewals Operations, commercial operations, or a related function in a high-growth B2B SaaS environment. - Proven track record turning undefined, manual processes into repeatable, scalable and repeatable automated processes. - Hands-on experience with CPQ tools (DealHub preferred), CRM platforms (HubSpot or Salesforce). - Strong financial acumen: comfortable with deal modeling, margin analysis, discount governance, and revenue recognition principles. - Understanding of SaaS revenue retention concepts, including GRR, NRR, renewal forecasting, and the commercial drivers of retention and expansion. - Experience leveraging AI-powered tools and automation to improve operational efficiency, streamline workflows, and support scalable business processes. - Ability to communicate complex commercial topics clearly and effectively to a variety of stakeholders, adapting messaging to the needs of different audiences. - Demonstrates initiative and sound judgment, with the ability to move work forward and make thoughtful decisions in evolving or ambiguous situations. Preferred Qualifications - Experience in a high-growth B2B SaaS startup (Series A–C preferred). - Experience building or scaling Deal Desk, Commercial Operations, or Quote-to-Cash processes. - Familiarity with SaaS metrics such as ARR, ACV, NRR, GRR, and subscription billing models. - Experience supporting complex commercial transactions, including enterprise, multi-year, and non-standard deals. - Advanced proficiency with Excel/Google Sheets and experience with BI/reporting tools. - Experience with HubSpot, DealHub, or similar CRM and CPQ platforms. - Experience leveraging AI tools and automation to improve commercial operations and workflow efficiency. - Bachelor's degree in Business, Finance, Accounting, or a related field (or equivalent experience). Location Due to our sales teams being fully distributed, the ideal candidate will reside in the Mountain or Central time zone. If a candidate is in the Bay Area, they will work in a hybrid capacity in our office in San Mateo 3 days per week Compensation Base + Equity Tier 1: Bay Area $140,000 - $180,000 Tier 2: Denver, Chicago, Phoenix, Dallas, Houston, Atlanta, Austin, Charlotte: $120,000 - $160,000 Tier 3: Other $110,000 - $150,000 Final compensation will be determined based on a variety of factors, including but not limited to relevant experience, skills, interview performance, and the scope and level of the role and candidate. US Base Salary Range $110,000—$160,000 USD Benefits 💰 Competitive Salary & Equity 💹 401(k) Program with Employer Matching ⚕️ Health, Dental, Vision and Life Insurance 🩼 Short Term and Long Term Disability 🚗 Commuter Benefits* 🧑‍💻 Autonomous Work Environment 🖥️ Workplace Setup Reimbursement 🏠 Telecomm Stipend 🏝 Flexible Time Off (FTO) + Holidays 🚀 Quarterly Team Gatherings 🥪 In office Perks* *In office employees only Eve Legal is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation during the application process, reach out to your recruiter. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

• Act in a consultative capacity to develop integration scopes, understanding client requirements and proposing appropriate, realistic technical solutions • Collaborate with Business Managers on high-value accounts, providing technical support to advance commercial opportunities within the portfolio • Participate in and lead meetings with clients, ERP partners and internal teams, mediating interests with technical clarity and business perspective • Map clients' commercial processes to identify opportunities and anticipate technical challenges in integrations • Negotiate scope, address technical objections and propose viable alternatives when the initially desired approach is not possible • Support integrators with questions about integration mechanics, business rules and technical alternatives • Analyze integration issues and work directly with partners or clients to resolve them, exploring alternative approaches before escalating to technical teams • Document interactions and keep the CRM (Salesforce) up to date, ensuring visibility for all stakeholders • Capture and record product improvement suggestions based on scope analyses and recurring requests • Monitor project progress, KPIs and risks, keeping management informed • Complete the mandatory development track for Mplayers and build your IDP (Individual Development Plan) through 1:1s with leadership