BBB Midwest Plains

Inside Sales

• Make 100–150 outbound calls/day to warm/inbound leads
• Understand homeowner goals and position Truehold as a solution
• Qualify, manage, and prioritize a high-volume pipeline in Salesforce
• Hit daily + monthly KPIs (calls, contact rate, conversions)
• Partner closely with Marketing + Real Estate teams to improve lead quality + outcomes

Inside Sales Associate – High-Volume, Inbound Leads, Real Estate/FinTech

Business Operations

• Deploy AI tooling to automate repetitive workflows and scale ops capacity without just throwing headcount at problems
• Build and own our reporting infrastructure — pipeline dashboards, funded volume, gain-on-sale, funnel analytics — so leadership has real-time visibility into what's working and what isn't
• Lead LOS and PPE platform evaluation and implementation; translate what loan officers, processors, and compliance actually need into specs that get built
• Own operational readiness for new product launches — pricing ops, channel strategy, making sure the machine is ready before the first file drops
• Hunt down friction in the origination-to-close workflow and eliminate it — through automation, process redesign, or rallying the right people to make a call
• Write the playbooks, training docs, and process guides that keep a fast-moving team aligned as we grow into new products and channels

Business Operations & Strategy Manager – Mortgage Lending

• Lead, manage, and motivate a team of 8–10 inbound Loan Officers to achieve and exceed origination targets.
• Own inbound lead management strategy, including call cadence, speed-to-lead, and conversion playbooks.
• Train and coach Loan Officers on sales execution, loan structuring, deal qualification, and pipeline management.
• Track and manage funnel performance across key metrics (contact → application → funded).
• Prepare and present regular reporting on team performance, sales targets, and other key metrics to senior management.
• Ensure all origination activity complies with applicable federal and state mortgage regulations.
• Own CRM workflows, lead routing, and follow-up standards.
• Work closely with marketing, operations, tech, and customer service to ensure a cohesive borrower experience.

Inside Sales Manager – Mortgage Lending

Underwriter

• Build, lead, and manage a non-QM underwriting team across DSCR, RTL, and consumer products.
• Develop, refine, and enforce underwriting guidelines across all products.
• Review files prior to submission to Correspondent Lenders.
• Own end-to-end underwriting workflows, including file review, conditions, exception handling, and final credit decisions.
• Ensure loans are structured, underwritten, and delivered in line with credit policy and investor requirements.
• Drive underwriting speed and efficiency by managing pipelines, setting SLAs, and removing bottlenecks.
• Monitor portfolio performance, identify emerging risks, and implement adjustments to credit policy.
• Establish and enforce QC processes to ensure accuracy, consistency, and compliance.
• Define and manage exception frameworks, ensuring disciplined approvals with appropriate documentation.
• Track and report on key underwriting metrics, including turn times, approval rates, exception rates, and loan performance.
• Ensure all underwriting activity complies with applicable federal and state regulations.

Head of Underwriting – Mortgage Lending

Sales

• Team Leadership and Management: Lead, manage, and motivate a team of 8–10 inbound Loan Officers to achieve and exceed origination targets.
• Inbound Sales Strategy: Own inbound lead management strategy, including call cadence, speed-to-lead, and conversion playbooks.
• Training and Development: Train and coach Loan Officers on sales execution, loan structuring, deal qualification, and pipeline management.
• Performance Monitoring: Track and manage funnel performance across key metrics (contact → application → funded).
• Reporting: Prepare and present regular reporting on team performance, sales targets, and other key metrics to senior management.
• Compliance: Ensure all origination activity complies with applicable federal and state mortgage regulations.
• Customer Relationship Management: Own CRM workflows, lead routing, and follow-up standards.
• Collaboration: Work closely with marketing, operations, tech, and customer service to ensure a cohesive borrower experience.

Sales Manager – Mortgage Lending

• Making 100-150 dials (phone calls) per day
• Discovering each individual seller’s motivation and educating them on how Truehold can meet their needs
• Managing and scoring a large lead volume in Salesforce CRM
• Meeting or exceeding expected benchmarks, including daily and monthly goals and metrics
• Partnering with teams across the business, including Marketing and Real Estate

Sales Associate

Account Executive

• Sells advertising and non-dues products or services to BBB Accredited Businesses in an assigned area or territory; meets and exceeds established sales goals and retention targets.
• Create new accounts and maintain existing accounts to ensure long-term satisfaction and engagement; build and maintain relationships and ensure constant communication throughout the year.
• Contact new and existing customers or clients to explain the features and merits of products or services; utilize persuasive sales techniques, and assist in determining the best application of BBB products or services.
• Achieve minimum standards for business development activities, including a set number of required call volume, daily talk time, and other sales performance metrics.
• Work professionally and courteously with support departments and staff to align with company-wide processes and goals; foster a positive teamwork environment and serve as an advocate for collaborative success.
• Perform assigned tasks and special projects; attend staff events; contribute to BBB's mission, vision, and strategic objectives.
• Adhere to BBB Standards of Trust and Core Values; demonstrate Respect and honor all people, positions, and BBB organizational processes.
• Maintain punctuality, time management, and attention to detail; follow up on requests to ensure closure.
• Provide world-class customer service internally and externally; follow up and provide closure to all requests; actively participate as a team player.
• Meet or exceed monthly sales and department metric goals; promote and offer existing AB add-ons for additional locations and/or affiliates when appropriate.
• Resolve issues independently and propose solutions when escalation is needed; seek coaching and professional development opportunities; identify ways to improve efficiency.