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Fintech
Serve as a first point of contact across phone, chat, and email; guide customers through application and product questions; troubleshoot platform issues; complete compliance steps accurately; explain financial concepts clearly; identify trends to improve experience; participate in training and licensing; contribute to a high-performing team.
Fintech
Manage broker and correspondent Non-QM loan submissions from intake through funding. Review packages for guideline compliance, validate documentation, maintain LOS status, resolve post-close QC findings, provide proactive partner communication, and drive process improvements across the Third Party channel.
Fintech
Full-cycle recruiter responsible for high-volume hiring of Customer Operations roles: source, engage, assess, and close candidates; manage pipelines and ATS; partner with hiring managers; improve funnel metrics; and support objective, secure hiring practices.
Fintech
Lead SEC and financial reporting for a public fintech company, managing preparation and filing of 10-Ks, 10-Qs, 8-Ks, XBRL tagging, and disclosure. Maintain reporting calendar, SOX controls, collaborate with legal, auditors, and executives, and provide technical accounting guidance on new standards and strategic projects.
Fintech
Lead and enhance lending compliance across origination, servicing, and secondary markets. Design and oversee a Compliance Management System, ensure federal and state regulatory adherence, manage exams and audits, conduct risk assessments, oversee issue resolution and reporting, and partner cross-functionally to embed compliance into products, operations, and third-party relationships.
Fintech
Founding member of the tax function responsible for tax strategy, compliance, and ASC 740 provision infrastructure. Manage federal, state, and local filings, audits, transfer pricing, R&D credits, information reporting (1099/1098), and tax implications of blockchain/digital-asset products. Partner with Product, Engineering, Legal, and Finance to design scalable processes, controls, and SOX-ready workflows.
