• Review closed loan files for accuracy, completeness, and compliance with investor and regulatory requirements • Identify, research, and resolve investor suspense items to ensure timely purchase of loans • Maintain detailed records of suspense resolution activities and communicate status updates to management • Oversee compliance with investor policies to mitigate any suspense items preventing purchase

• Conduct consultative sales meetings with leads qualified by the SDR team; • Diagnose the situation, needs, and objectives of each prospective client; • Lead commercial presentations and product/service demonstrations; • Prepare and present commercial proposals; • Execute structured follow-ups to increase close rates; • Log all interactions, activities, and opportunities in the CRM; • Keep the sales pipeline updated and organized; • Monitor commercial metrics such as conversion rate, number of meetings, proposals, and closures; • Collaborate with marketing and SDR teams to optimize the sales process; • Participate in training, alignment meetings, and continuous development; • Meet sales and revenue targets set by the company; • Identify opportunities to improve the sales process and contribute to the operation's development;

• Auditing loan files to prepare Closing documents • Ensuring timely and complete closing packages • Collaborating with Processing/Underwriting team and title company

• Réaliser des appels sortants non qualifiés (cold call) • Contacter des professionnels de santé (BtoB) • Présenter les formations en ligne de manière claire et adaptée • Gérer les objections et conclure les ventes • Passer un volume d’appels important et maintenir un bon niveau de performance • Contourner efficacement les barrages secrétaires • Adapter le discours selon la spécialité du professionnel