Saaf Finance

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Posted 1 day ago
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📍 India

🔍 Mortgage

  • Minimum of 3 years of experience working in the mortgage industry, specifically in data extraction or data validation roles at one or more of the following types of companies: OCR or AI data extraction company, Due diligence or Third Party review firm, Quality control firm, Data validation department at a large US bank
  • Minimum of 3 years of experience in document management, including scanning, indexing, and archiving.
  • Experience with optical character recognition (OCR) technology and data visualization tools.
  • Demonstrated ability to analyze data sets, generate insights, and present findings effectively.
  • Proven track record in performing quality assurance checks on documents and data. Ability to identify and rectify errors, ensuring high standards of accuracy and completeness.
  • Accurately recognize and classify various types of residential mortgage documents, especially those associated with fix & flip loans, such as: Loan Applications & Term Sheets (e.g., Uniform Residential Loan Application), Credit Reports & Credit Authorization, Identification & Background Checks, Income Verification Documents (e.g., W-2s, pay stubs, tax returns)
  • Validate and enter data from residential mortgage documents into our systems, ensuring high levels of accuracy and compliance with regulatory standards.
  • Assist in the development and enhancement of our document processing systems by providing feedback on document recognition and data extraction processes.
  • Train and mentor junior staff on document recognition and data entry procedures, fostering a culture of continuous improvement and excellence.

Data AnalysisMicrosoft ExcelRESTful APIsComplianceData entryQuality AssuranceData visualizationData modelingData management

Posted 29 days ago
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📍 United States

🧭 Full-Time

🔍 FinTech & Mortgage

  • 2-4 years of experience in B2B sales/SDR at a Fintech or mortgage/finance-related sales.
  • Must be highly motivated, comfortable with rejection, and eager to learn.
  • Strong verbal and written communication skills for cold calling and emailing.
  • Tech-savvy, familiar with sales tools such as HubSpot, Clay, LinkedIn Sales Navigator.
  • Preferred qualifications include experience in mortgage tech or selling to banks, lenders, and a background in financial services, lending, or B2B SaaS sales.
  • Research and reach out to mortgage lenders, banks, and financial institutions.
  • Utilise Apollo, Clay, LinkedIn Sales Navigator, and cold email campaigns to build a strong pipeline.
  • Execute multi-channel outreach (email, LinkedIn, and phone calls) to secure meetings.
  • Personalise outreach efforts to maximise engagement with decision-makers.
  • Follow up persistently with leads to ensure conversion.
  • Leverage Saaf’s AI Agent and other AI tools to maximise your reach.
  • Track outreach efforts and results in HubSpot.
  • Provide weekly reports on lead generation performance and potential deal flow.

Lead GenerationCRM

Posted 4 months ago
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