The Team Architects

• Own end-to-end K-1 project management across 100+ entities with a hard March 15th delivery target
• Manage the relationship with our third-party CPA firm — set milestones, surface blockers, hold the partnership accountable
• Collect and organize financial records, cap table documentation, and entity filings from club leaders
• Review completed 1065s and K-1s for accuracy; manage delivery to investors
• Monitor the distributions calendar and process distributions on the platform
• Reconcile against source records; diagnose and resolve discrepancies
• File engineering tickets for platform-related issues; create custom transaction summaries as needed
• Manage annual and franchise tax reports across multiple states
• Track platform fees and support accounts receivable as properties transition
• Support closings-to-operations onboarding documentation
• Share ownership of the Zendesk queue with a 48-hour SLA
• Respond to investor and club leader inquiries on K-1s, distributions, and account questions
• Escalate platform bugs to Engineering; use ticket patterns to flag systemic improvements

Senior Operations Lead – Tax & Compliance Focus

Sales

• Manage your own acquisitions pipeline
• Close 1–2 deals per month
• Run comps and price deals
• Assist with reductions, negotiations, and deal movement
• Recruit and hire acquisitions reps
• Onboard and train new team members
• Coach reps through live calls and pipeline management
• Run daily huddles and weekly 1-on-1s
• Review calls, lead activity, and CRM usage
• Monitor pipeline health and lead flow
• Ensure reps are following sales process standards
• Audit lead assignment and accountability
• Create training resources and sales coaching materials
• Help drive team performance and competition

Sales Manager – Player-Coach, Real Estate Acquisitions

Operations

• AGENT RECRUITING - Optimize recruiting systems, hold the recruiting team accountable to KPIs, and help drive sustainable net growth.
• AGENT RETENTION - Protect and improve attrition rates. Own culture, support, leadership, and value proposition.
• REVENUE GROWTH - Identify, prioritize, and execute the next revenue levers for growth in a multi-million-dollar environment.
• OPERATIONS & ACCOUNTABILITY - Run the weekly L10 cadence, hold remote staff accountable to rocks and KPIs, and make operational decisions independently.
• FINANCIAL PERFORMANCE - Oversee P&L management, AR/AP processes, budget accountability, and operational financial discipline.
• CULTURE - Build systems and engagement strategies that strengthen connection, retention, and long-term loyalty.

Director of Operations – Integrator

Project Manager

• Estimate renovation costs and prepare scopes of work for each property at acquisition
• Coordinate contractors and ensure projects begin within 24–48 hours of closing
• Conduct site visits to monitor progress, quality, and timelines
• Manage contractor draw approvals and hold subs accountable to budget and schedule
• Track budgets and project performance across 5+ simultaneous active projects
• Help build and maintain a reliable, vetted contractor network in the Upstate SC market
• Implement and use field communication tools (CompanyCam currently in use)
• Hand completed properties off to our Disposition & Property Manager in market-ready condition

Construction Project Manager

• Lead and optimize all operational functions across our Non-QM residential and commercial lending platform
• Oversee the full loan lifecycle — from intake to funding to secondary market execution (note sales)
• Manage and streamline loan processing, underwriting coordination, closing, and post-closing workflows
• Drive efficiency in secondary mortgage operations, including packaging and selling loans on the secondary market
• Build and implement systems, SOPs, and workflows that increase speed, accuracy, and scalability
• Ensure compliance across all lending activities, including Non-QM and commercial lending guidelines
• Work directly with leadership to align operations with growth targets and capital deployment strategies

Director of Operations – Non QM Lending

Account Executive

• Own and grow your book of business within the Business Purpose Lending (BPL) space
• Serve as a strategic partner to real estate investors and broker partners—structuring deals and helping clients scale
• Drive originations across our suite of investment-focused loan products
• Leverage proprietary technology and AI tools to qualify, structure, and close deals efficiently
• Partner with our elite operations team to move loans seamlessly through underwriting and closing
• Capitalize on full access to company-supplied leads in addition to your own book—maximizing deal flow and earning potential
• Consistently exceed production targets and play a key role in company growth

Senior Operations Lead – Tax & Compliance Focus

Sales Manager – Player-Coach, Real Estate Acquisitions

Director of Operations – Integrator

Construction Project Manager

Director of Operations – Non QM Lending

Senior Account Executive – BPL