World Business Lenders, LLC

Manager

• Perform comprehensive risk management (liquidity, interest rate exposure, investments, ventures).
• Oversee and optimize daily liquidity management and cash positioning.
• Manage company investment activities and treasury planning.
• Develop and support financing strategies aligned with company growth.
• Maintain and strengthen relationships with banks and rating agencies.
• Ensure accurate and timely cash position reconciliation and bank reporting.
• Implement and improve treasury controls and procedures.
• Manage daily cash flow forecasting and reconciliation.
• Lead all bank reporting, payment approvals, and liquidity planning.
• Oversee treasury compliance and risk exposure analysis.
• Evaluate funding structures and recommend strategic financing solutions.
• Supervise treasury operations within the existing 2-person team.
• Partner with Sales and Operations on payment analysis and approvals.
• Continuously enhance internal treasury systems and processes.

Treasury Manager

Account Executive

• Make 100+ outbound calls per day to prospective clients using a manual dialer.
• Identify potential clients, qualify leads, and explain our financial products effectively.
• Maintain accurate records of calls, leads, and client interactions in the CRM.
• Follow up on inquiries and build long-term relationships with prospects.
• Collaborate with internal teams to ensure seamless onboarding and service delivery.
• Continuously learn about our products, the financial industry, and market trends

ISO Sales Representative

Sales

• Proactively source and qualify borrowers, brokers, and referral partners through outbound calls, follow-ups, and relationship building
• Develop and execute strategies to drive immediate growth in monthly funding volume and revenue through both Direct and Indirect sales channels.
• Educate prospects on private lending products, terms, and qualification criteria
• Manage, coach, and develop the sales team to transition from “order takers” to “proactive closers,” ensuring they hit KPIs and revenue goals.
• Build, expand, and manage a robust network of ISO brokers, ensuring strong partnerships and high-volume lead generation.
• Lead the risk assessment and structuring of deals, ensuring proper stacking analysis, financial evaluation, and underwriting practices.
• Manage and lead negotiations, ensuring successful deal closures, especially in complex or challenging situations.
• Monitor sales performance data, track KPIs, and analyze trends to refine strategies and optimize team results.
• Collaborate with underwriting, funding, and operations teams to ensure smooth execution of deals and support team goals.
• Foster a high-energy, competitive, and results-driven culture within the team while maintaining ethical and professional standards.

Sales Manager

Analyst

• Analyze real estate collateral pledged in connection with loan applications to determine estimated market value using comparable (“comps”) data from online sources such as Zillow, Redfin, CoStar, LoopNet, and similar platforms.
• Conduct research on local U.S. real estate markets, including sales trends, rent trends, vacancy rates, cap rates, and neighborhood characteristics.
• Apply appropriate valuation methodologies, including sales comparison, income, and cost approaches, when applicable.
• Maintain organized valuation work files and supporting documentation
• Create exhibits, tables, and charts for valuation reports.
• Perform administrative tasks, including data entry, drafting emails, and updating internal systems and reports.
• Review third-party appraisal reports for reasonableness and consistency with market data.
• Communicate findings clearly and professionally to internal stakeholders.
• Assist with special projects and perform other duties as assigned.

Valuation Analyst – Real Estate

• Data Platform Progress: Percentage of legacy Excel/PDF processes migrated to consolidated platform; time-to-insight reduction; data quality and completeness metrics
• Architecture Maturity: Adoption of architectural standards and practices; reduction in critical technical debt; system reliability and availability metrics
• Business Impact: Cost savings from automation and modernization; revenue impact of product enhancements; process cycle time reductions; business user satisfaction with data and tooling
• Technology Stack: Successful evaluation, piloting, and adoption of modernization technologies; platform cost efficiency and performance metrics
• Capability Building: Technical skill development across teams; successful mentorship of junior engineers
• Team Satisfaction: Employee engagement scores; feedback from skip-level reviews; team feedback on leadership effectiveness
• Recruitment Success: Time-to-hire; quality of new hires; diversity and inclusion in hiring outcomes
• Project Delivery: On-time and on-budget delivery of application features and data infrastructure projects; scope change and rework rates
• Quality Metrics: Defect escape rate; production incident frequency and severity; automated test coverage; code review effectiveness
• Velocity & Efficiency: Sprint velocity trends; deployment frequency; cycle time from requirement to production
• Technical Debt Management: Technical debt trend (tracking and reduction); balance of modernization vs. new feature delivery
• Stakeholder Satisfaction & Communication
• CIO & Leadership Alignment: CIO feedback on strategic contribution and decision-making; stakeholder confidence in technical roadmap and delivery
• Cross-Functional Partnerships: Feedback from Business Intelligence, Product Management, Security, and business stakeholders on collaboration and responsiveness
• Transparency: Quality and timeliness of status reporting; predictability and accuracy of forecasts; stakeholder confidence in risk visibility

Development Manager

Recruitment

• - Lead, mentor, and manage the talent acquisition team, providing guidance and support to ensure the team meets its goals and objectives.
• - Develop and implement effective recruitment strategies to attract top talent in alignment with the organization's goals and objectives.
• - Collaborate with hiring managers to understand workforce needs and translate them into actionable recruitment plans.
• - Oversee the team in identifying and engaging with potential candidates through various channels.
• - Ensure thorough screening processes are in place to identify candidates with the right skills, experience, and cultural fit.
• - Streamline and optimize the end-to-end hiring process to enhance efficiency and reduce time-to-fill positions.
• - Ensure a positive and professional candidate experience throughout the recruitment process.
• - Provide regular reports and insights to senior management on recruitment metrics and trends.
• - Other projects and duties as assigned.

Talent Acquisition Team Lead

• Utilize the Applicant Tracking System (ATS), LinkedIn, and other social media platforms (Indeed, Facebook, local job boards) to source qualified candidates across a variety of industries and roles.
• Prepare, update, and maintain daily recruitment and headcount reports using Microsoft Excel, including tracking candidate pipelines, interview progress, and open roles.
• Proactively identify and engage passive candidates through direct outreach and professional networking.
• Maintain and update talent pipelines for recurring and high-volume roles.
• Conduct around 10 initial video interviews per day to assess candidate qualifications, experience, and overall fit for the role.
• Document interview notes and screening outcomes in the ATS in a timely and accurate manner.
• Schedule interviews with hiring managers, coordinating availability across multiple time zones when needed.
• Ensure all parties involved are aligned on interview logistics and expectations.
• Track candidate status and progress throughout the hiring process, providing updates to team leaders and management.
• Provide administrative support including posting jobs, updating requisition statuses, and managing applicant communications.
• Maintain accurate and complete interview and hiring records in compliance with company policies and requirements.
• Prepare, update, and distribute headcount and recruitment status reports as needed (daily, weekly, monthly).
• Support employer branding efforts by promoting the company culture and values through recruitment channels.
• Participate in recruitment-related projects and process improvement initiatives as assigned.
• Maintain confidentiality and professionalism in handling candidate and company information.

Recruiter, Interviewer

Accounting Manager

• - Prepare accurate and timely financial reports in accordance with accounting standards
• - Support month-end and year-end close processes
• - Reconcile balance sheet and income statement accounts
• - Analyze financial data, identify discrepancies, and investigate variances
• - Maintain organized accounting documentation and financial records
• - Support audit preparation and compliance requirements
• - Collaborate with cross-functional teams to improve accounting and financial processes
• - Ensure adherence to internal controls and accounting policies

Accounting Analyst

• Generate and close loan opportunities through outbound outreach, inbound leads, referrals, and relationship building while meeting monthly and quarterly funding targets.
• Actively prospect via outbound calling and follow-ups, managing inbound and outbound leads in high-rejection, long-cycle sales environments.
• Own the sales process from initial contact through funding, including documentation collection and coordination with underwriting and operations.
• Build and maintain long-term relationships with borrowers, brokers, real estate investors, and referral partners to drive repeat business.
• Learn and apply private lending products, guidelines, and deal fundamentals (LTV, ARV, collateral-based lending) to confidently sell value beyond pricing.
• Maintain an organized pipeline, track activity and performance metrics, and ensure disciplined follow-up throughout the sales cycle.
• Represent the company professionally and ethically while continuously improving performance through coaching, feedback, and self-development.

Sales Representative

Producer

• Sales Strategy & Growth: Develop and execute strategies to drive immediate growth in monthly funding volume and revenue through both **Direct** and **Indirect** sales channels.
• Team Leadership: Manage, coach, and develop the sales team to transition from “order takers” to “proactive closers,” ensuring they hit KPIs and revenue goals.
• Lead Generation & Optimization: Oversee the creation and refinement of lead generation strategies (inbound & outbound) to ensure a consistent flow of high-quality leads.
• Broker & ISO Network Development: Build, expand, and manage a robust network of ISO brokers, ensuring strong partnerships and high-volume lead generation.
• Risk Management & Deal Structuring: Lead the risk assessment and structuring of deals, ensuring proper stacking analysis, financial evaluation, and underwriting practices.
• Negotiation & Deal Closure: Manage and lead negotiations, ensuring successful deal closures, especially in complex or challenging situations.
• Sales Data & Reporting: Monitor sales performance data, track KPIs, and analyze trends to refine strategies and optimize team results.
• Process Improvement & Scalability: Identify and implement process improvements to streamline sales workflows, improve efficiency, and handle increased deal volume.
• Cross-Department Coordination: Collaborate with underwriting, funding, and operations teams to ensure smooth execution of deals and support team goals.
• Cultural Leadership: Foster a high-energy, competitive, and results-driven culture within the team while maintaining ethical and professional standards.