Splitero

Operations

• Maintain accurate and current vendor-specific procedures, contact lists, escalation paths, coverage information, fees, and internal resources.
• Own the coordination and delivery of team training for new or updated vendor-related technology and portals, partnering with internal teams and vendor counterparts to ensure successful adoption.
• Flag vendor performance breaches against established service-level agreements, turn times, quality expectations, and operational commitments.
• Coordinate the onboarding of new vendors by coordinating requirements, timelines, pilot testing, documentation, training plan, and internal communication.
• Support the sourcing of prospective vendors by researching coverage, capabilities, pricing, service levels, and operational fit.

Vendor Operations Specialist

Sales

• Own team performance against application, funding, conversion, and revenue goals.
• Forecast weekly and monthly production while maintaining accurate pipeline visibility.
• Drive conversion improvements through coaching, pipeline management, and performance accountability.
• Recruit, hire, onboard, and develop high-performing Homeowner Advisors.
• Conduct regular 1:1s, performance reviews, and coaching to maximize individual and team performance.
• Create a culture of accountability, collaboration, continuous learning, and recognition.
• Manage team capacity, pipeline health, and workload to ensure consistent execution and customer experience.
• Partner cross-functionally to remove roadblocks and improve sales performance and operational efficiency.
• Lead team initiatives and execute projects from planning through implementation.
• Develop and continuously improve sales processes, policies, and best practices.
• Translate company objectives into measurable team and individual goals, tracking progress against quarterly priorities.
• Analyze sales performance and operational metrics to identify opportunities and present actionable insights to Sales Leadership.
• Serve as the primary escalation point for customer, employee, and operational issues.
• Ensure high-quality customer interactions through ongoing quality assurance, coaching, and process compliance.

Sales Manager

Closer

• Manage the closing process for home equity investment transactions, ensuring all necessary documents are accurately prepared.
• Serve as a point of contact for homeowners during the closing process, providing updates and addressing any inquiries or concerns.
• Communicate proactively with your production teammates, escrow agents, and title agents throughout the investment closing process.
• Coordinate with settlement agents to prepare final Closing Disclosures by ensuring all charges have been included, and tolerances for each section of the Closing Disclosure have been met.
• Work with title companies to organize notary appointments.
• Prepare a file for funding by reviewing executed documents for completeness.
• Stay informed about industry trends, regulations, and best practices to enhance the efficiency and effectiveness of the closing process.
• Review the team’s funding documents, set up wires, and communicate with the title company to ensure timely and accurate disbursements.
• Provide coverage for team members who are out of office.
• Step in to support the team when the Closing Manager is out.

Senior Closer

Manager

• Manage all talent acquisition efforts and lead hiring teams to source, screen, interview, and present offers to qualified candidates
• Oversee performance management for team members; complete thoughtful performance reviews, provide feedback, and respond to performance support needs
• Cultivate and maintain a positive team culture; plan proactive employee engagement initiatives and solve conflict interfering with the work environment
• Train and onboard all new hires, ensuring new teammates ramp efficiently
• Provide opportunities for learning and growth to all team members, acting as an advocate for their continued development
• Provide effective downward communication through 1:1s and team meetings
• Lead projects related to their team; thoroughly scope, creates timelines and resource needs, organize meetings, delegate tasks, collaborate cross-functionally, and provide upward and downward communication related to project goals, updates, and roadblocks
• Manage the pipeline and workload for all team members, ensuring high performance across all team members
• Own development, implementation, and changes to policies and procedures
• Connect company-wide goals with department-level action items on a quarterly basis and steering department and individual contributor goals
• Analyze data related to their area, produce valuable insights, and present to leadership
• Act as the main point of contact for escalations and team member questions
• Provide quality control and teachable opportunities to all team members

Closing Manager

Product Manager

• Own the bi-weekly sprint planning process and provide regular delivery visibility to the engineering team. You lead stand-ups as the team's main point of contact for workload, in collaboration with engineering leaders.
• Own the backlog and specs for the business platform: Salesforce workflows, document handling and processing, and new product tooling that delivers operational efficiencies and excellent user experiences
• Partner daily with the Salesforce engineering team on scoping, sequencing, and delivery through the standard release process
• Coordinate rollouts with the Product Operations Manager. Every release is paired with enablement, instrumentation, and an operations handoff that tracks adoption, success, and ongoing need assessments.
• Run structured intake for feature requests across underwriting, servicing, funding, and compliance to turn raw requests into scoped, prioritized, transparent work, both from operational teams and product leadership.
• Serve as the day-to-day product contact for operations leads and the point of contact for engineering delivery and support.
• Say no credibly: manage competing priorities from a large stakeholder group with data and clear trade-offs rather than first-come, first-served.
• Spend time where the work happens to understand processing, underwriting, closing, servicing, and funding workflows well enough to spot what stakeholders don't ask for.
• Define success metrics per initiative (cycle time, throughput, error rates) and report on realized impact, not delivery
• Feed triage and adoption data from the Product Operations Manager into backlog priorities.
• Ensure all platform changes go through the standard deployment and enablement process to protect the integrity of integrations across Salesforce and the core web platform.
• Define and track the team's success metrics: ops throughput per head, workflow cycle times, request turnaround, and platform adoption.
• Partner with the Product Operations Manager and Analytics on instrumentation to measure platform impact rather than assert it.

Senior Product Manager, Business Platform

Account Manager

• Own the bi-weekly sprint planning process and engineering delivery visibility. You lead stand-ups as the team's main point of contact for workload, in collaboration with engineering leaders.
• Own specs, backlog, and sprint-level product decisions across the homeowner funnel, portal, and post-close experience.
• Ship with the product engineering and design team in a tight build-measure-learn loop.
• Own acceptance criteria and launch coordination for homeowner-facing releases, including instrumentation as the definition of done.
• Run the experimentation cadence on the acquisition funnel: hypotheses, tests, and analysis in partnership with Analytics, Marketing, and technical team leads.
• Diagnose drop-off and friction across the application journey and prioritize fixes by conversion impact.
• Support new-state launches, including eligibility, disclosures, and state-specific flow variations, in collaboration with legal and compliance.
• Talk to homeowners and homeowner-facing teammates to run a discovery that feeds the roadmap with real customer problems.
• Partner with design on usability work and with the Product Operations Manager on field feedback from operations.
• Represent the homeowner's perspective in trade-off conversations while balancing down-funnel operational impact.

Product Manager, Homeowner & Partner Experience

Chief Marketing Officer

• Own the end-to-end lifecycle marketing strategy across the homeowner journey.
• Design and build customer journeys, segmentation strategies, testing roadmaps, and personalization initiatives — including funnel-stage nurtures and reactivation programs for aged and lost leads.
• Develop lifecycle messaging frameworks, email content, templates, and campaign briefs.
• Manage day-to-day lifecycle programs, campaign calendars, and optimization efforts.
• Define KPIs, reporting, and experimentation frameworks that measurably improve conversion and lead-to-fund velocity.
• Design personalized programs within fair-lending and compliance guardrails.
• Partner with Marketing, Product, Sales, Operations, Analytics, and Engineering on cross-functional initiatives.
• Serve as the lifecycle platform subject-matter expert, partnering with the MarTech PM on journey architecture, data governance, audience strategy, and reporting.

Director of Lifecycle Marketing

Processor

• Reviewing applications and supporting documentation to ensure completeness and accuracy
• Proactively communicating with homeowners, teammates, and third-party vendors to discuss file-related items, set expectations, and obtain missing or incomplete documentation
• Ordering and reviewing information from various third-party vendors, including title reports, valuations and credit reports
• Thoroughly processing and preparing files for underwriter review, ensuring each submission is clean, complete, and accurate. Then proactively driving UW-conditioned items forward through to closing in compliance with Splitero guidelines, policies, and procedures
• Working cross-functionally with team members to deliver a seamless homeowner experience from file submission through closing
• Managing and prioritizing a pipeline of homeowners in various stages of the approval and funding process
• Meeting or exceeding established production goals, Key Performance Metrics and standards

Account Executive

• Prospecting, outbound calling, and responding to incoming inquiries from potential brokers
• Leading all communications with prospective brokers, including perfecting pitch calls, with the goal of turning leads into partners
• Collaborate with legal to perform background checks on prospective brokers, ensuring Splitero performs its proper due diligence
• Onboard all new brokers by developing, scheduling, and leading training
• Serve as the primary point of contact for all onboard brokers by answering questions, ensuring Splitero receives documentation for homeowners, and regularly reporting the status of opportunities
• Create processes and communication templates to be used by our production, focusing on providing an informative white-glove experience
• Create a scalable feedback loop between brokers and the internal production team to identify areas for improvement
• Own cross-functional projects from scope to execution to increase efficiency and improve the broker experience - all with the support of leadership and collaboration from Production, Finance, Marketing, Product, Engineering, and Legal
• Collaborate with Product & Engineering to develop an external Wholesale portal to be used by our broker partners

Advisor

• Educate homeowners about Splitero's Home Equity Investment by explaining our terms and how it differs from traditional financing options.
• Respond to homeowner questions, listen to their needs and concerns, and provide accurate information.
• Manage a pipeline of multiple homeowners through the entire transaction process, from initial inquiry to closing, ensuring a smooth and efficient experience.
• Work collaboratively with Processors and other team members, contributing to a team-oriented environment and supporting the overall goals of Splitero.
• Utilize a comprehensive tech stack to track homeowner statuses and interactions, collaborate with team members, and manage homeowner data.
• Ensure all interactions and transactions align with Splitero’s policies and procedures and mortgage industry best practices.

Homeowner Advisor

General

• Lead the Underwriting, Processing, and Closing functions to consistently drive revenue through achievement of origination, quality, velocity, and homeowner experience goals while ensuring operational excellence across the production funnel.
• Manage and develop a team of production leaders, building manager capability in performance management, coaching, resource planning, accountability, and employee development, creating a culture where managers effectively drive individual contributor performance, efficiency, and ownership.
• Establish clear operational goals and performance expectations that align daily team activities with broader company objectives. Monitor key production metrics, identify trends and operational bottlenecks, and proactively implement solutions to improve outcomes.
• Drive continuous improvement initiatives that increase production capacity, reduce operational friction, and enhance team effectiveness. Develop scalable processes, workflows, and operating models that enable individual contributors to handle greater volume with increased independence and efficiency.
• Lead change management initiatives across production operations, ensuring teams successfully adopt new processes, technologies, policies, and organizational changes while maintaining performance and engagement.
• Leverage data and analytics to forecast production performance, evaluate team capacity, identify operational risks, and inform strategic decision-making. Regularly present insights, recommendations, and performance updates to executive leadership.
• Own Salesforce reporting and production analytics, partnering with Product and other stakeholders to develop dashboards, reporting frameworks, and operational visibility that support decision-making and business performance.
• Own investment risk policy execution, including underwriting guideline updates, exception authority governance, and operational implementation of evolving business and risk strategies.
• Execute workforce planning and organizational design strategies in partnership with Finance and People Operations to ensure appropriate staffing levels, leadership coverage, and scalability.

Vice President of Operations

Underwriter

• Lead and support a team responsible for producing accurate, timely, and high-quality underwriting decisions
• Hands-on coaching and performance management for team members
• Shape team operations through clearer processes and ongoing improvements
• Partner with Processing and People Ops to ensure smooth workflow
• Accountable for driving quality and meeting underwriting standards
• Oversee performance management and complete performance reviews
• Cultivate a positive team culture and engage employees
• Train and onboard new hires
• Manage team projects and organize meetings
• Analyze data and produce valuable insights for leadership
• Manage and coach to underwriting quality KPIs

Underwriting Manager

• Manage all talent acquisition efforts and lead hiring teams to source, screen, interview, and present offers to qualified candidates
• Oversee all performance management for team members, including coaching conversations, formal coaching plans, and PIPs, ensuring proper alignment with People Ops and leadership before any formal action is initiated
• Cultivate and maintain a positive team culture; plan proactive employee engagement initiatives and solve conflict interfering with the work environment
• Train and onboard all new hires to ramp efficiently, and provide ongoing opportunities for learning and growth, acting as an advocate for every team member’s continued development
• Lead projects related to their team; thoroughly scope, create timelines and resource needs, organize meetings, delegate tasks, collaborate cross-functionally, and provide upward and downward communication related to project goals, updates, and roadblocks
• Manage the pipeline and workload for all team members, ensuring high performance across all team members
• Partner with and direct the Processing Team Lead on daily pipeline execution, file reallocation, and onboarding, maintaining clear separation between Team Lead coaching responsibilities and manager-owned performance actions
• Own development, implementation, and changes to policies and procedures
• Connect company-wide goals with department-level action items on a quarterly basis and steering department and individual contributor goals
• Analyze data related to their area, produce valuable insights, and present to leadership
• Act as the main point of contact for escalations and team member questions, providing quality control and teachable opportunities across the team
• Conduct regular call listening audits to assess communication quality, condition request clarity, and homeowner experience, using findings to coach and develop individual processors

Vendor Operations Specialist

Sales Manager

Senior Closer

Closing Manager

Senior Product Manager, Business Platform

Product Manager, Homeowner & Partner Experience

Director of Lifecycle Marketing

Processor

Account Executive

Processor

Homeowner Advisor

Homeowner Advisor

Vice President of Operations

Underwriting Manager

Processing Manager