MetaSource

Auditor

• Perform a thorough review of the loan file, determine any discrepancies throughout the loan documents and accurately report discrepancies in a client-ready fashion
• Analyze all income types including; self-employed, personal and business tax returns
• Accurately complete checklists, answering all questions completely
• Maintains current knowledge regarding underwriting, process, and regulatory changes and agency guidelines as they relate to the quality control audit function

Mortgage Auditor Underwriter – Full Time, Hybrid

Account Manager

• Serve as the primary day-to-day contact for assigned digital transformation accounts, responding quickly to client requests and issues
• Coordinate with internal teams (technical, implementation, support) to ensure timely delivery of services and solutions
• Monitor client usage of intelligent document capture, content services, and automation solutions to ensure adoption and effectiveness
• Track and report on project milestones, deliverables, and status updates for active client engagements
• Prepare and deliver recurring account updates, usage reports, and meeting summaries to keep clients informed and engaged
• Identify and escalate client concerns, risks, or service gaps to ensure quick resolution and client satisfaction
• Support contract renewals, change requests, and documentation by gathering information and coordinating approvals
• Assist in uncovering incremental growth opportunities by identifying areas where additional services or enhancements could benefit the client

Digital Transformation Client Success Account Manager

Sales

• Drive Enterprise Growth. Lead the full sales lifecycle from pipeline generation through deal closure, including prospecting, solution positioning, proposal development, and contract negotiation.
• New Logo Acquisition. Proactively identify, pursue, and close new business opportunities, expanding our footprint across key verticals and strategic accounts.
• Pipeline Development. Build and maintain a robust pipeline of qualified opportunities through strategic prospecting, networking, social selling, and relationship development.
• Consultative Selling. Engage at the C-suite and senior stakeholder level to uncover business needs, align solutions to strategic objectives, and demonstrate clear ROI and business outcomes.
• Strategic Collaboration. Partner closely with internal teams, including operations, delivery, professional services, and finance, to ensure solution alignment and smooth execution of deals.
• Value Articulation & Negotiation. Clearly communicate the differentiated value of our offerings, structure complex deals, and negotiate contracts that meet revenue, margin, and client satisfaction goals.
• Market Intelligence. Stay ahead of industry trends, emerging technologies, and competitive landscapes to position the company as a trusted advisor and thought leader.

Intelligent Document Automation Sales Director

Business Analyst

• Oversees the work of business analysts and ensures that department goals and objectives are met
• Serve as liaison for Sales, Client Services, IT, Project Management and the client
• Analyze business process requirements through testing, business consulting, and support services
• Determine operational objectives by studying business functions
• Gathers requirements from Sales, Client Services, and Client
• Creates and maintains project specifications and project workflow diagrams describing overall business solutions
• Assists in the development of Statements of Work, Change Requests, and Business Requirements Documents
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications and benchmarking state-of-the-art practices
• Perform data analysis and documentation in order to identify potential areas of automation, and re-engineering the underlying business process

Manager, Business Analysts

Billing Specialist

• Assist with Processing semi-monthly payroll for employees across multiple departments.
• Calculating and process employee deductions, benefits, and garnishments.
• Ensuring compliance with tax regulations and labor laws.
• Preparing and distribute payroll reports to management.
• Responding to employee inquiries regarding payroll issues.
• Collaborating with HR and Finance teams to ensure accurate employee data.
• Maintaining payroll records and ensure data integrity.
• Year-end reporting, including W-2s and other tax documents.
• Assisting with Preparing and sending invoices to clients/customers in a timely manner.
• Reviewing contracts and agreements to ensure accurate billing.
• Monitoring accounts receivable and follow-up on outstanding payments.
• Resolving billing issues and responding to customer inquiries.
• Maintaining billing records and documentation.
• Collaborating with internal departments to ensure billing accuracy.
• Month-end closing and reporting.

Payroll & Billing Specialist

Financial Planning and Analysis

• Create and manage proposals
• Perform variance and scenario analysis
• Manage cost allocations and production-related data
• Compile and validate financial and operational data from multiple sources (e.g., production databases, NetSuite, Analytics reports)
• Tie production data to financials and conduct in-depth analysis
• Support forecasting, customer/pricing analysis, and reporting

Financial Analyst

Solutions Engineer

• Manage full client implementation lifecycle from kickoff through deployment, hypercare, stabilization, and process improvement
• Serve as primary point of contact for clients during implementation, facilitating communication and setting expectations
• Develop and maintain implementation plans, schedules, milestones, and resource allocations
• Translate business requirements into functional and technical solutions; validate specifications prior to build and deployment
• Lead cross-functional coordination among technical, operations, support, and service delivery teams; manage dependencies and handoffs
• Proactively identify and manage risks, issues, and change requests; maintain issue logs and coordinate resolutions
• Oversee testing strategies including integration and User Acceptance Testing (UAT); conduct internal readiness reviews
• Support client enablement and training; assess adoption gaps and provide documentation and best practices
• Establish performance monitoring and reporting cadences to track post-go-live health and usage trends
• Conduct post-implementation reviews, capture lessons learned, and drive continuous improvement
• Gather client feedback and translate insights into product roadmap recommendations
• Collaborate with product marketing to create value messaging, case studies, and best practice content

Solution Architect

• Provide quality control analysis of residential mortgage loan files for Pre-fund and Post-Close audits
• Ensure loan files are completed accurately and comply with investor, federal, and state guidelines
• Determine accurate and stable income; analyze credit reports and debt structures
• Evaluate financial assets and assess cash-to-close, reserves, and down payment funds
• Spot potential red flags indicating misrepresentation and fraud
• Analyze/determine property/collateral market value and review appraisal reports
• Perform re-underwrites and file audits within established SLAs
• Review preliminary title reports and determine necessary re-verifications
• Upload documents into document management systems and capture/enter data (TRID, Tax Transcripts, QM, Ability to Repay)
• Communicate audit results with clients, managers, and co-workers in a courteous and professional manner
• Comply with MetaSource policies and procedures

Quality Control Auditor/Underwriter

Attorney

• Contract Management & Negotiation – Assists with drafting, negotiating, and managing commercial agreements. Ensures timely and accurate turnaround to support sales and operations.
• Enterprise Risk Management – Assists with identifying, assessing, and mitigating risks within the business and helps maintain compliance.
• Corporate Insurance Oversight – Assists with reviewing policies and supports the renewal process.
• Regulatory & Corporate Compliance – Assists with facilitating our internal compliance committees. Other responsibilities may include supporting corporate governance, providing legal advisory support to business units, help draft policies, and coordinate with external counsel on disputes and litigation.

Associate Corporate Attorney

Sales Development Rep

Are you a competitive, outgoing professional who loves a challenge and thrives on results? MetaSource is hiring a part-time Sales Development Representative (SDR) to help fuel our sales pipeline.
You'll be at the front lines creating outreach campaigns, connecting with decision-makers, and driving qualified leads.
We are open to students and others who want real-world experience in business!
Key Responsibilities:
Identify Target Markets and Prospects –Develop Ideal Customer Profiles (ICPs) through collaboration with the sales team and available data sources.
Generate lists of companies and contacts that fit our target sectors and job roles.
Execute Multichannel Outreach Campaigns —Launch personalized email sequences in HubSpot and follow a structured outreach timeline to engage potential customers.
Ensure messages are aligned with current marketing offers.
Perform Social Media Prospecting —Search and connect with leads on LinkedIn, Facebook, Instagram, and X (formerly Twitter).
Use voice notes, messaging templates, and advanced search to build engagement.
Create and Manage Email Sequences —Customize and launch outbound email campaigns in HubSpot using pre-designed workflows.
Monitor performance and ensure consistent communication over a 4 to 6 week span.
Conduct High-Volume Phone Outreach —Make daily outbound calls to assigned leads to initiate conversations or follow up on digital outreach.
Track and schedule callbacks based on responses.
Track and Report Lead Engagement —Maintain accurate and real-time records in HubSpot, Asana, and Excel.
Identify trends in outreach performance and adjust tactics accordingly.
Use Automation and Tools Efficiently —Set up and monitor automated messaging tools for platforms like X.
Maximize productivity through tech-enabled outreach strategies.
Optimize Lead Lists —Regularly update and refine prospect lists to ensure outreach efforts are targeting the right people and companies based on response data and engagement trends.
Collaborate with Sales and Marketing —Provide feedback to the Business Development team on what messaging and channels are working best.
Suggest improvements for campaign strategies based on your findings.
Meet Daily Activity Goals —Consistently meet or exceed targets such as 150 messages sent, 50 phone calls made, and 20+ new social contacts per day.
Be accountable for your own productivity while working autonomously.