Role Description Assist in managing correspondent client (“Seller”) relationships, analyze and compile data related to seller loan purchasing transactions with Acra Lending. The Funder will be responsible for purchasing closed loans in a timely manner in accordance with company and investor requirements. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. - Consistently complete/audit files review conditions and verifies loan closing package for accuracy and completeness according to our requirements. This includes loan documents, such as TRID, signatures, forms, specific dates, timing, etc. - Receive and review any outstanding purchasing conditions prior to purchase. - Complete a closed loan review to ensure documents were executed correctly. - Ensure all prior to purchase conditions have been met and set file up for purchasing. - Ensure all required documentation for Collateral Package is satisfactory prior to purchase. - Works with appropriate parties to clear any outstanding conditions prior to loan purchase. - Facilitate and task internal QC for closing loan compliance review for following: - Reviews signed loan documents for compliance with federal, state, and local law and company policies and procedures. - Reviews and approves CD settlement statement from closing agent. - Verifies and prepares wire transfer instructions. - Verifies loan amount, all fees, rates, discount points, broker rebates and other loan amounts. - Reviews signed loan documents for correct signatures, notary information, title reports and escrow instructions. - Prepare and retrieve approved purchase advice for Correspondent sellers. - Inputs loan information into the loan system(s). - Follows up with any post-closing issues that may arise. - Maintains a thorough working knowledge of Company and regulatory changes that affect the closing process. - Resolves loan purchase discrepancies with the Accounting Department and Shipping Department. - Assists departmental sales partners, support staff and management when necessary. - Performs other related duties as assigned. Qualifications - Knowledge of mortgage industry and loan documents. - Knowledge of RESPA, TILA, MDIA requirements. - Must demonstrate thorough knowledge of all aspects of mortgage loan closing. - Knowledge of underwriting procedures, creditor financial analysis techniques, investor requirements and escrow/title practices, as well as regulatory compliance laws as they apply to mortgage transactions. - Required to be on camera for all team and colleague interactions, and team and department meetings. - Superior customer service skills, responsive to client issues and concerns in a timely and/or by established service level agreements (“SLAs”). - Extremely high level of organizational skills and ability to work on several tasks simultaneously with sense of urgency. - Strong mathematical, verbal & written communications skills. - Strong computer skills (i.e., use of the Microsoft Office suite; Word, Excel, Outlook, etc.) and use of office machines such as copiers, scanners, and fax machines. - Ability to communicate effectively both verbally and in writing. - Ability to organize and prioritize workload and meet deadlines. - Must be a team player and work constructively with fellow employees, sales partners, and management team. Requirements - High School graduate or equivalent. - Three (3) to five (5) years purchasing closed Correspondent and/or Funding experience. - Knowledge of TRID, RESPA, TILA and Compliance document review experience. - Computer literate with experience using Microsoft Applications (Word, Excel) with mortgage industry standard. - Ability to compile and analyze data. - Experience working in a paperless environment. - Knowledge of DocMagic and other document vendors experience a plus. - Document drawing experience a plus. Benefits - Medical, dental, vision, wellness programs, EAP counseling services, FSA & HSA. - Company sponsored life insurance for employee, voluntary life insurance for employee, spouse and child. - AD&D Insurance, voluntary short-term and long-term disability, critical illness insurance, accident insurance, legal assistance. - Pet insurance, living will and trust preparation discounts, commuter program. - Annual walking challenge, employee appreciation events and monthly sales awards.

Role Description We are currently searching for a Doc Drawer. This position is responsible for funding all Wholesale Conventional loans including fixed rate, adjustable rate, balloon and equity lines of credit. Use knowledge and experience of the funding process and compliance requirements to make sound decisions to commit company funds for loan fundings. Meet or exceed production expectations. - Review loan documents for accuracy, completion, and compliance. - Identify any missing or expired documents or incomplete items and address with appropriate department. - Prepare and generate closing packages ensuring all required information is accurate and all necessary documents are included. - Analyze loan documents and decide as to whether the loan meets all requirements to proceed with funding. - Adhere to required timeframes to ensure timely and accurate closings. - Prepare and validate the Closing Disclosure and set up wires ensuring accuracy of wiring instructions. - Perform duties under moderate to close supervision and actively engage supervisor and/or manager to resolve complex issues. - Remain current on funding guidelines and compliance requirements. - Effectively communicate status and expectations to internal staff and escrow/title. - Utilize time management skills to stay on track with multiple loans at various stages of the funding process. - Work collaboratively to meet company goals for funding. - Perform other duties as assigned. Qualifications - Strong knowledge of wet/dry state closing requirements. - Strong knowledge of funding guidelines and procedures. - Ability to communicate effectively in both verbal and written form. - Strong time management skills to plan and organize a high daily loan volume. - Strong ability to be very detail-oriented in a deadline driven environment. - Ability to handle multiple tasks simultaneously with a high level of accuracy and attention to detail. - Must be a team player and work constructively with fellow employees. Requirements - Minimum 2 years of experience with state and federal lending regulations (i.e., ability to repay (ATR), RESPA, TRID, Fair Lending, etc.). - Computer literate with experience using Microsoft applications with mortgage industry standard software. Benefits - Medical, dental, vision, wellness programs. - EAP counseling services. - FSA & HSA. - Company sponsored life insurance for employee. - Voluntary life insurance for employee, spouse and child. - AD&D Insurance. - Voluntary short-term and long-term disability. - Critical illness insurance. - Accident insurance. - Legal assistance. - Pet insurance. - Living will and trust preparation discounts. - Commuter program. - Annual walking challenge. - Employee appreciation events. - Monthly sales awards.

• Lead onboarding processes and ensure fast, successful partner go-lives • Drive integration, internal enablement, and initial use cases • Reduce time-to-first-value (TTFV) and remove early-stage friction • Ensure partners actively use and distribute our solutions • Embed our products into partner workflows, sales motions, and support processes • Work cross-functionally (Product, Engineering, Sales) to resolve blockers • Identify upsell, cross-sell, and expansion opportunities • Increase attach rates and partner-driven MRR • Build and execute joint growth plans tailored to each partner • Monitor partner health, engagement, and performance • Proactively mitigate churn risks and drive long-term value • Expand footprint within partner organizations (new teams, use cases) • Support go-to-market initiatives (campaigns, launches, promotions) • Enable partner sales teams with positioning, messaging, and playbooks • Act as the voice of the partner internally, bringing regional insights

• Drive sustainable, forecastable growth: Secure new business opportunities from assigned accounts, retain clients, and ensure satisfaction through exceptional delivery. • Develop and nurture strong relationships with assigned clients, serving as the main point of contact and advocate for their needs. • Understand each client’s business objectives, challenges, and strategic goals to deliver tailored solutions that align with their vision. • Facilitate regular check-ins, quarterly business reviews, and strategic planning sessions to ensure alignment and promote long-term partnerships. • Identify upselling and cross-selling opportunities within client environments. • Drive renewals and contract discussions, with support from commercial leadership as needed. • Define and implement account strategies in line with the direction provided by the Chief Customer Success Officer (CCO). • Lead smooth client onboarding processes in coordination with delivery and sales.