Visio Lending

Account Executive

• Work in a remote setting focused on inbound leads to originate loans
• Originate a portfolio of mortgage loans through the identification and development of relationships with realtors, mortgage brokers, and investors
• Manage a pipeline with multiple prospects
• Analyze potential loan markets and develop referral networks to locate prospects for loans
• Recruit and manage referral sources

Mortgage Account Executive

Administrative Assistant

• Greeting visitors and managing the guest check-in process
• Answering incoming calls and directing inquiries professionally
• Maintaining a clean, organized, and welcoming front desk area
• Serving as point person for day-to-day in-office questions or needs
• Receiving, opening, sorting incoming mail and packages; tracking outgoing mail and maintaining logs
• Scanning and electronically delivering mail to appropriate internal recipients
• Serving as FedEx administrator: generating shipping labels, ordering supplies, scheduling pickups, troubleshooting shipping issues
• Managing user access and acting as primary contact for building management and office vendors
• Coordinating maintenance, repairs, workspace changes, and signage
• Maintaining copiers, printers, scanners, and other office equipment
• Managing office seating, meeting room schedules, safety signage, and layout updates
• Maintaining compliance tasks: fire extinguisher and safety equipment inspections, badge management and access tracking, emergency exit signage and floorplan updates
• Tracking, monitoring and reordering office and breakroom supplies on a regular schedule
• Keeping supply closets, kitchen, and common areas clean and organized
• Working with People Ops to prep welcome kits, badges, and workspace basics
• Coordinating with IT Services to confirm workstation setup and equipment delivery and ensuring first-day readiness for new hires
• Assisting the Executive Assistant and Events Coordinator with logistics for on-site events and meetings, including setup, signage, catering, and basic cleanup
• Prepping the office for leadership visits and team gatherings
• Maintaining a monthly log of vendor spend, recurring costs, and documentation of vendor contacts and service schedules
• Performing other responsibilities and duties as assigned based on business needs

Office Manager

Data Analyst

• Lead collaboration with business units to identify critical data sources, KPIs, and reporting needs
• Manage ingestion of structured data into the enterprise data warehouse using tools such as Azure Synapse pipelines (formerly Azure Data Factory)
• Build reports, dashboards, and data alerts using Power BI; develop, publish, and maintain Power BI semantic models (tabular) including DAX measures, incremental refresh, and composite/DirectQuery models
• Administer Power BI Service (tenant settings, workspace & capacity management for Pro/Premium, data gateways, deployment pipelines, RLS/OLS) and enforce governance policies for secure self-service
• Collaborate with SMEs to define and maintain KPIs and standardized metrics; maintain a centralized KPI Registry and Business Glossary
• Monitor and maintain operational health of the enterprise data warehouse and related BI systems
• Partner with the AI Enablement Lead to ensure data quality and availability for AI-powered solutions, including integration with Azure AI Foundry/Azure ML and data contracts
• Provide guidance to business users on self-service BI platform usage and support data governance efforts, including stewardship, access control, and documentation
• Establish and lead Visio’s data governance program; identify systems of record, single sources of truth, and data ownership using Microsoft Purview for cataloging and lineage
• Define and maintain data standards, naming conventions, and documentation protocols; track and prioritize enhancement requests and promote consistent practices across teams
• Coordinate with IT on performance, permissions, and platform maintenance; plan for Microsoft Fabric readiness where appropriate
• Maintain centralized documentation of KPIs, definitions, and metadata in support of self-service analytics

Data Analytics and Governance Lead

Analyst

• Configure the Mortgage Cadence Platform and other systems utilized by Visio operations teams
• Interpret business requirement documents and configure solutions using administration tools
• Update technical documentation (workflow documents, policy and procedures)
• Support defect resolution and system configuration enhancements
• Execute system configuration and unit testing against documented requirements
• Perform data mapping for import/export files, configure workflow, user set-up and security, business rules, product and pricing, and third-party services
• Collaborate with Business Analysts to convert requirements into effective system configuration
• Support quality assurance and user acceptance testing; triage and correct reported bugs or defects
• Work with internal groups and outside vendors to ensure successful and quality project completion
• Perform other responsibilities and duties as assigned
• Work Schedule: Monday–Friday 8:30 am – 5:30 pm CST

Business System Configuration Analyst

Systems Engineer

• Facilitate client conversations to collect business requirements, write business requirement documents and test cases
• Perform minor system configuration, business analysis, data analysis, and UAT support
• Leverage embedded configuration tools to create workflow automation across the mortgage loan lifecycle
• Collaborate with clients, operations, and/or vendors to understand business requirements and convert them into documentation
• Support quality assurance and user acceptance testing; report bugs or defects
• Work with internal groups and outside vendors to ensure successful and quality project completion
• Document solutions that leverage the Mortgage Cadence Platform and other systems used by Visio operations teams
• Work closely with business users, developers, system analysts, PMO, product & strategy team, and senior operations leadership

Visio Lending

Mortgage Account Executive

Office Manager

Data Analytics and Governance Lead

Business System Configuration Analyst

Business Systems Analyst

Account Executive, Loan Originator