mywork

Compliance

• Develop, implement, and manage the compliance framework, policies, and procedures, with a focus on the mortgage industry.
• Investigate and resolve any compliance-related issues or complaints quickly and effectively.
• Stay ahead of regulatory changes and industry best practices to keep the compliance strategy sharp and effective.
• Be the expert on a wide range of compliance areas, including compliance monitoring, conduct risk, TCF, SMCR, and FCA reporting.
• Work with the team of brokers, underwriters, and leadership to provide guidance and training on compliance matters - future proofing the business.
• Monitor and review mortgage loan documentation, disclosures, and advertising to ensure everything is clear, fair, and not misleading.
• Be the main point of contact for regulatory bodies, managing reports and documentation.

Compliance Manager

Business Development Rep

• Market Intelligence & Industry Mapping: Map the regional ecosystem across industries to identify high-potential sectors, accounts, and decision-makers.
• Lead Generation & Pipeline Development: Drive multi-channel lead generation strategies, including cold outreach, referrals, LinkedIn engagement, partnerships, and events.
• Appointment Setting & Lead Qualification: Secure high-quality meetings with key decision-makers across target accounts.
• Business Development & Revenue Ownership: Own end-to-end sales cycles from prospecting to negotiation and closure.
• Key Account Management: Build long-term relationships with strategic clients and partners, driving account growth through upselling, cross-selling, and renewals.
• Solution Selling & Proposal Development: Craft tailored proposals and value propositions aligned to client objectives.
• Stakeholder Collaboration: Work closely with marketing, content, and delivery teams to ensure seamless execution of sold projects.
• Reporting & Performance Management: Maintain accurate sales forecasts and pipeline reports, tracking KPIs including conversion rates.

Business Development Manager

AI Engineer

• Own the full architecture and development of complex fintech platforms, from frontend user interfaces to backend APIs and database schemas.
• Utilize Claude Code and Cursor daily for all production development. You will excel at prompt decomposition, context injection, constraint specification, and guiding multi-step builds through complex codebases.
• Define and maintain target technical architectures across the full stack. You will rigorously review all AI-generated code outputs for correctness, security, performance, and adherence to conventions.
• Build and monitor AI-powered systems (e.g., automated extraction systems, conversational interfaces) using the Anthropic API and other LLMs.
• Work directly with stakeholders to shape product decisions, translating product intent into effective briefs and technical specifications that AI tools can execute.

AI Product Engineer

Advisor

• Guide clients through their protection journey, from initial inquiry to completion
• Ensure clients receive expert advice on income protection, mortgage protection, and other essential coverage
• Leverage our client's innovative technology to work efficiently while maintaining the personal touch for lasting client relationships

Compliance Manager

Business Development Manager

AI Product Engineer

Protection Advisor