Senior Loan Officer Sales Lead

You will originate and close crypto mortgages and crypto-backed loans, manage the full borrower funnel, structure loan scenarios, and deliver underwriting-ready files. You will use AI tools to improve sales workflows, partner across operations and engineering, develop referral relationships, and grow into leading loan officers and AI agents.

Responsibilities

• Originate and close crypto mortgages and crypto-backed loans from first call through funding
• Recommend suitable mortgage and crypto-loan solutions and explain trade-offs to borrowers
• Work with AI agents and improve the division of work between agents and people
• Help hire, onboard, and coach loan officers as the team grows
• Build and improve AI agents for lead follow-up, borrower questions, document collection, and pipeline updates
• Manage inbound leads and track loans from lead through application, lock, and funding
• Report pipeline performance weekly to the CEO
• Meet monthly and quarterly origination goals
• Structure loan scenarios and pricing and present credit narratives
• Deliver complete underwriting-ready files to Loan Operations
• Support borrowers after closing with Servicing
• Build referral partnerships with crypto platforms, wealth managers, CPAs, and real estate agents
• Partner with Engineering and Loan Operations to improve the borrower experience
• Share borrower stories, competitive intelligence, and market feedback with Marketing
• Follow state licensing and sales compliance policies
• Use AI tools across lead research, borrower follow-up, file review, reporting, and content
• Automate manual work and coach the team on new tools and workflows
• Evaluate new AI and fintech tools

Requirements

• 5+ years of residential mortgage origination experience as a licensed loan officer
• Track record of $25M+ in personal annual funded volume
• Experience with jumbo and non-agency lending
• Ability to review income, assets, entity structures, and condo reviews
• Fluency in cryptocurrency and crypto-backed lending
• Working knowledge of TRID, RESPA, ECOA, BSA/AML, and OFAC requirements
• Experience with Encompass and a CRM
• Experience with outbound prospecting and direct-to-consumer internet leads
• Ability to engage clients during occasional evenings and weekends
• Hands-on experience with AI tools such as Claude or ChatGPT
• Technology proficiency in a paperless, data-driven environment
• Active NMLS Mortgage Loan Originator license in Florida
• Willingness to obtain licenses in other lending states
• Clean NMLS record and ability to pass background, credit, and fingerprint checks
• Current SAFE Act continuing education

Benefits

• Uncapped commissions on funded volume
• Stock options
• Four weeks of PTO per year
• Medical, dental, and vision insurance with up to $1,000 in monthly premiums covered
• 401(k) program
• Paid additional state licenses, renewals, and ongoing training
• Choice of equipment
• Quarterly team-building events