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Customer Resolution Lead at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Complaint Management Policy, Regulatory Compliance, Root Cause Analysis, Cross Functional Workflow Management, Analytical Skills, Writing Skills, Communication Skills, Risk Management, Fintech Compliance, Cfpb Regulations, Udap/Udaap, Issue Management, Audit Readiness
Specialization
Candidates must possess over 5 years of experience in compliance, risk management, or complaint management, preferably within financial services or fintech. Strong knowledge of consumer protection regulations and proven experience responding to regulatory complaints are essential.
Experience Required
Minimum 5 year(s)
Inside Sales at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Lead Conversion, Pipeline Management, Consultative Selling, Salesforce, Goal Setting, Performance Tracking, Collaboration, Empathy, Communication, Adaptability, Resilience, Problem Solving, G Suite Tools, Mortgage Loan Originator Licensing, Sales Coaching, Process Improvement
Specialization
Candidates must have at least one year of phone sales experience in financial services or a related field, including closing experience, and must be able to manage a customer pipeline effectively. A critical requirement is the ability to obtain and maintain a Mortgage Loan Originator (MLO) license within 60 days of starting.
Manager, Closing at Point Digital Finance Internal Job Board
Manila, Metro Manila, Philippines - Full Time
Skills Needed
Team Leadership, Pipeline Management, Title Report Review, Fund Collection, Fee Balancing, Quality Control, Cross Functional Partnership, Risk Mitigation, Compliance, Process Refinement, Automation Implementation, Customer Escalation, Stakeholder Collaboration, Problem Solving, Attention To Detail
Specialization
Candidates should possess 3+ years of experience in mortgage or equivalent real estate/HEI operations, along with at least 1 year of experience managing a closing or mortgage operations team. Required competencies include strong knowledge of title review, fund collection, fee balancing, quality control, and proven ability to manage large pipelines in a fast-paced environment.
Experience Required
Minimum 2 year(s)
Senior Product Marketing Manager at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Product Marketing, Customer Insights, Segmentation Development, Narrative Development, Go To Market Planning, Product Launches, Cross Functional Alignment, Content Strategy, Seo/Aeo, Kpi Definition, Customer Research, Messaging, Thought Leadership, Strategic Depth, Hands On Execution, Systems Thinking
Specialization
Candidates must have over 6 years of product marketing experience, ideally in a regulated or high-consideration category like Fintech, with deep expertise in customer research and translating insights into clear positioning. The ideal person is a strong writer, a proven operator leading GTM efforts, and possesses high ownership and a bias toward action in high-growth settings.
Experience Required
Minimum 5 year(s)
Home Equity Closer (PH) at Point Digital Finance Internal Job Board
Manila, Metro Manila, Philippines - Full Time
Skills Needed
File Qc, Title Reports Review, Tax Certificates Review, Us Mortgage Billing Statements Review, Hoa Billing Statements Review, Payoff Statements Review, Alta Settlement Statements Review, Vesting Deeds Review, Id Review, Closing Disclosures Issuance, Signing Appointment Coordination, Point Option Agreement Discussion, Customer Service, Real Estate Closing Process, Microsoft Office, Google Suite
Specialization
Preferred candidates should have 1 or more years of experience in US Mortgage Closing, Processing, or Escrow, alongside at least 2 years in customer service, with knowledge of the real estate closing process being beneficial.
Mortgage Loan Processor at Point Digital Finance Internal Job Board
Manila, Metro Manila, Philippines - Full Time
Skills Needed
Mortgage Processing, Title Curative, Closing, Escrow Work, Credit Underwriting, Title Reports Review, Entity Documents Review, Trust Documents Review, Divorce Decrees Review, Lien Position Management, Pipeline Management, Sla Adherence, Communication, Customer Service, Microsoft Office, Google Sheets
Specialization
Candidates should possess at least one year of experience in U.S. mortgage processing, title curative, closing, or escrow work, along with knowledge of common credit underwriting standards. Proficiency in computer skills for a paperless environment and excellent communication skills are essential for success in this role.
Lending Specialist (Telesales) at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Telesales, Lead Nurturing, Pipeline Management, Consultative Sales, Customer Support, Compliance, Sales Training, Goal Driven, Detail Oriented, Communication Skills, Customer Focus, Financial Acumen, Crm Experience, G Suite, Adaptability, Mlo License
Specialization
Candidates must possess an active Mortgage Loan Originator (MLO) license and have at least three years of phone-based sales experience involving high call volume and closing prospects. Essential attributes include strong communication skills, pipeline management ability, a customer focus, and self-starting motivation.
Experience Required
Minimum 2 year(s)
Senior Manager, Lifecycle Marketing at Point Digital Finance Internal Job Board
, , United States - Full Time
Skills Needed
Lifecycle Marketing, Crm, Data Analysis, Segmentation, Automation, Email Marketing, Sms Marketing, Direct Mail, Project Management, Creative Development, Sql, A/B Testing, Collaboration, Consumer Lending, Marketing Automation, Performance Analytics
Specialization
Candidates should have 8+ years of experience in CRM and lifecycle marketing, particularly in consumer-facing and financial services environments. Strong analytical skills, hands-on experience with marketing automation platforms, and project management capabilities are essential.
Experience Required
Minimum 10 year(s)
Home Equity Underwriter at Point Digital Finance Internal Job Board
Manila, Metro Manila, Philippines - Full Time
Skills Needed
Loan Underwriting, Loan Processing, Consumer Lending, Customer Service, Operations, Fraud Analysis, Personal Banking, Analytical Skills, Problem Solving Skills, Fannie Mae Lending Guidelines, Credit Decisions, Microsoft Office, Google Sheets, Income Evaluation, Asset Evaluation
Specialization
Candidates need at least one year of experience in related analytical roles such as loan underwriting, processing, or consumer lending, along with meticulous attention to detail. A strong desire to learn Fannie Mae guidelines and comfort in defending credit decisions are essential.
Account Coordinator at Point Digital Finance Internal Job Board
Manila, Metro Manila, Philippines - Full Time
Skills Needed
Customer Service, Communication, Phone Etiquette, Email Management, Chat Support, Inbound Calls, Problem Solving, Organization, Detail Oriented, Team Player, Empathy, Professionalism, Google Suite, Slack, Salesforce
Specialization
Candidates need over one year of customer service experience, preferably within financial services, along with strong written and verbal communication skills and a customer-first mindset. Proficiency with tools like Google Suite, Slack, and Salesforce, combined with strong organizational and problem-solving abilities, is also required.
Senior Director, Data (Head of Data) at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Data Strategy, Analytics Leadership, Data Engineering Leadership, Data Science Leadership, Data Modeling, Metrics Design, Experimentation, Snowflake, Dbt, Airflow, Fivetran, Estuary, Sigma, Hightouch, Posthog, Analytical Rigor
Specialization
Candidates must have over 12 years of experience in data roles, including senior leadership across analytics, data engineering, and/or data science, preferably in high-growth tech or fintech environments. A proven track record of building teams that deliver business outcomes, deep expertise in metrics/experimentation, and a strong technical foundation are essential.
Experience Required
Minimum 10 year(s)
Investor Operations Associate at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Excel, Sql, Data Organization, Data Driven Decision Making, Process Improvement, Investor Operations, Asset Allocation, Fund Tracking, Reporting, Due Diligence, Workflow Management, Cross Functional Collaboration, Stakeholder Management, Communication
Specialization
Candidates need at least two years of experience in investment banking, investor reporting, private equity, mortgage-backed securities, or similar investor-related fields, with expert proficiency in Excel and SQL preferred. A strong drive to build and own improvements, data organization skills, and a focus on data-driven decision-making are essential.
Experience Required
Minimum 2 year(s)
Sr Product Marketing Manager at Point Digital Finance Internal Job Board
, , United States - Full Time
Skills Needed
Product Marketing, Customer Research, Segmentation, Go To Market Plans, Content Strategy, Communication, Cross Functional Alignment, Analytical Skills, Strategic Thinking, Writing, Problem Solving, Team Collaboration, Customer Understanding, Execution, Leadership, Trust Building
Specialization
Candidates should have over 6 years of product marketing experience, preferably in regulated categories like fintech. Strong skills in customer research, messaging, and cross-functional collaboration are essential.
Experience Required
Minimum 5 year(s)
Account Manager at Point Digital Finance Internal Job Board
Las Vegas, Nevada, United States - Full Time
Skills Needed
Lead Conversion, Pipeline Management, Consultative Selling, Salesforce, Goal Setting, Performance Tracking, Collaboration, Empathy, Communication, Adaptability, Resilience, Organization, Problem Solving, G Suite Tools, Mlo Licensing, Sales Experience
Specialization
Candidates must have at least one year of phone sales experience in financial services or a related field, including closing experience, and must be able to manage a customer pipeline effectively. A critical requirement is the ability to obtain and maintain a Mortgage Loan Originator (MLO) license within 60 days of starting.
Senior Growth Marketing Manager (Direct Mail & Digital - B2C) at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Direct Mail Strategy, Performance Marketing, Digital Marketing, Prescreen Programs, Data Analysis, Sql, Roi Measurement, Creative Development, Agency Management, Experimentation, Project Management, Budget Management, Customer Acquisition Cost, Conversion Rates, Lifetime Value, Targeting Strategies
Specialization
Candidates must have 7+ years in growth or performance marketing, including 3+ years managing large-scale prescreen direct mail programs (3M+ pieces/month), preferably in consumer lending or financial services. A strong requirement is the hands-on ability to write SQL queries for independent performance analysis and data-driven recommendations.
Experience Required
Minimum 5 year(s)
Growth Lead/Staff Product Manager (B2C) at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Product Strategy, Product Roadmap, Product Execution, Product Delivery, Customer Insight, Experimentation, A/B Testing, User Research, Data Analysis, Sql, Stakeholder Alignment, Ux, Wireframing, Product Requirements, Growth Strategy, Product Management
Specialization
Candidates must have 5+ years in product management, consulting, or business operations, with at least 2 years focused on growth and required B2C experience, preferably in a smaller company. Essential skills include A/B testing, product analytics, strong data analysis (SQL preferred), exceptional business operations skills, and the ability to think deeply about intuitive user experience.
Experience Required
Minimum 5 year(s)
Controller at General Council on Finance and Administration
Aurora, Colorado, United States - Full Time
Skills Needed
Accounting, Payroll, Financial Statements, Regulatory Reports, Audit Documentation, Financial Edge Software, Fund Accounting, Microsoft Excel, Data Analysis, Gaap, Nonprofit Accounting, Financial Management, Budget Development, Leadership, Collaboration, Transparency
Specialization
A bachelor's degree in accounting is required, with a minimum of five years of experience in a Controller role, preferably in nonprofit or church accounting. CPA certification and experience with Financial Edge software are preferred.
Experience Required
Minimum 5 year(s)
DAI Subject Matter Expert at Integrated Finance and Accounting Solutions, LLC
Fort Belvoir, Virginia, United States - Full Time
Skills Needed
Erp, Financial Data Retrieval, Reconciliation, System Controls, End User Training, Requirements Definition, Business Needs Analysis, Testing, System Upgrades, Documentation, Audit Preparation, Data Integrity, Test Scripts Creation, Process Improvement, User Support, Dai, Oracle
Specialization
Candidates should have ten or more years of experience with DAI or Oracle and a Bachelor's degree in business or accounting, or equivalent experience. Additional certifications such as CDFM, PMP, or CPA are desired, and a SECRET clearance is required.
Experience Required
Minimum 10 year(s)
Senior Financial Manager at Integrated Finance and Accounting Solutions, LLC
Fort Belvoir, Virginia, United States - Full Time
Skills Needed
Budget Cycle, Program Analysis, Execution Analysis, Federal Regulations, Dod Regulations, Far Regulations, Dfar Regulations, Communication Skills, Microsoft Office Suite, Visio, Financial Management, Resource Management, Budget Development, Audit Experience, Ppbe Familiarity, Security Clearance
Specialization
Candidates should have a Bachelor's degree in Business Management, Accounting, or Finance, along with 8+ years of experience in DoD and PPBE. Certifications such as CDFM, CGFM, DOD Certification, or CPA are preferred, and candidates must qualify for a Secret or Top-Secret SCI security clearance.
Experience Required
Minimum 10 year(s)
Deputy Program Manager at Integrated Finance and Accounting Solutions, LLC
Fort Belvoir, Virginia, United States - Full Time
Skills Needed
Team Leadership, Project Management, Financial Tracking, Quality Control, Federal Audit, Internal Controls, Federal Regulations, Dod Regulations, Far Guidelines, Dfar Guidelines, Strong Communications, Program Management, Cost Management, Schedule Management, Performance Management, Systems Development
Specialization
Candidates should have at least 8 years of experience in program management with cost, schedule, and performance responsibilities. A bachelor's degree in Business Management, Accounting, or Finance is preferred, along with relevant certifications such as CDFM, CGFM, FM, or PMP.
Experience Required
Minimum 10 year(s)
Customer Resolution Lead at Point Digital Finance Internal Job Board
Palo Alto, California, United States -
Full Time


Start Date

Immediate

Expiry Date

15 May, 26

Salary

0.0

Posted On

14 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Complaint Management Policy, Regulatory Compliance, Root-Cause Analysis, Cross-functional Workflow Management, Analytical Skills, Writing Skills, Communication Skills, Risk Management, Fintech Compliance, CFPB Regulations, UDAP/UDAAP, Issue Management, Audit Readiness

Industry

Real Estate

Description
Local or 100% Remote About Point ✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals. ✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we’re scaling fast! You have the opportunity to join us at a pivotal stage. ✨ Game-changing Product: We're building a category defining company in home equity. We’ve earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers. ✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area. ✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture. About the role The Customer Resolution Lead is responsible for designing, maintaining, and overseeing Point’s Complaint Management Policy to ensure compliance with applicable federal, state, and regulatory requirements. This role ensures complaints are identified, logged, investigated, resolved, reported, and used to drive systemic improvements across the organization. Your responsibilities Complaint Intake & Resolution Oversee end-to-end complaint lifecycle, including intake, classification, investigation, response, and closure Ensure timely and compliant responses to consumer complaints, including regulatory timelines Coordinate with internal stakeholders (Operations, Product, Legal) to resolve complaints Regulatory & Compliance Oversight Maintain compliance with applicable regulations (e.g., CFPB, state regulators, UDAP/UDAAP, consumer protection laws) Prepare and submit regulatory complaint responses as required (e.g., CFPB portal, state agencies) Serve as the primary point of contact for complaint-related regulatory inquiries and examinations Program Governance & Controls Develop, document, and maintain complaint management policies, procedures, and controls Establish complaint categorization, root-cause analysis, and escalation frameworks Ensure complaint data integrity and audit readiness Reporting & Analytics Produce regular complaint reporting for senior management and board-level oversight Analyze complaint trends to identify root causes, systemic issues, and compliance risks Recommend corrective actions and track remediation efforts Training & Advisory Provide guidance and training to internal teams on complaint handling requirements Act as a subject matter expert on complaint-related compliance matters Support compliance risk assessments and issue management processes About you 5+ years of experience in compliance, risk management, or complaint management within financial services or fintech Strong knowledge of consumer protection regulations and complaint handling requirements Experience responding to regulatory complaints (e.g., CFPB, state AGs) Excellent analytical, writing, and communication skills Proven ability to manage cross-functional workflows and deadlines Our benefits Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA). Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays. Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ. Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay. Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success. Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement. Compensation at Point will be determined by skills, experience, and geographic location. Point has identified the expected annual base salary for this role at this level based on the market by tiers (Region | Location | Market Salary): Tier 1 | San Francisco Bay Area, New York, and Seattle | $93,000 - $103,000 Tier 2 | Chicago, Austin, Denver, Boston, Washington DC, San Diego, Portland, Sacramento, Philadelphia, Los Angeles & Santa Barbara | $83,500 - $92,500 Tier 3 | All other US metro areas | $74,000 - $82,000 This does not include any other potential components of the compensation package, including equity, benefits, and perks outlined above. At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation. Location Requirement: This is a remote position. However, candidates must reside in one of Point’s states of operation: AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, ME, MA, MD, MI, MN, MO, NH, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn. California Consumer Privacy Act Notice

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Responsibilities
The Customer Resolution Lead is responsible for designing, maintaining, and overseeing Point’s Complaint Management Policy to ensure compliance with all applicable federal, state, and regulatory requirements. This involves managing the end-to-end complaint lifecycle, coordinating internal stakeholders, and ensuring timely, compliant responses.
Customer Resolution Lead at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Complaint Management Policy, Regulatory Compliance, Root Cause Analysis, Cross Functional Workflow Management, Analytical Skills, Writing Skills, Communication Skills, Risk Management, Fintech Compliance, Cfpb Regulations, Udap/Udaap, Issue Management, Audit Readiness
Specialization
Candidates must possess over 5 years of experience in compliance, risk management, or complaint management, preferably within financial services or fintech. Strong knowledge of consumer protection regulations and proven experience responding to regulatory complaints are essential.
Experience Required
Minimum 5 year(s)
Inside Sales at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Lead Conversion, Pipeline Management, Consultative Selling, Salesforce, Goal Setting, Performance Tracking, Collaboration, Empathy, Communication, Adaptability, Resilience, Problem Solving, G Suite Tools, Mortgage Loan Originator Licensing, Sales Coaching, Process Improvement
Specialization
Candidates must have at least one year of phone sales experience in financial services or a related field, including closing experience, and must be able to manage a customer pipeline effectively. A critical requirement is the ability to obtain and maintain a Mortgage Loan Originator (MLO) license within 60 days of starting.
Manager, Closing at Point Digital Finance Internal Job Board
Manila, Metro Manila, Philippines - Full Time
Skills Needed
Team Leadership, Pipeline Management, Title Report Review, Fund Collection, Fee Balancing, Quality Control, Cross Functional Partnership, Risk Mitigation, Compliance, Process Refinement, Automation Implementation, Customer Escalation, Stakeholder Collaboration, Problem Solving, Attention To Detail
Specialization
Candidates should possess 3+ years of experience in mortgage or equivalent real estate/HEI operations, along with at least 1 year of experience managing a closing or mortgage operations team. Required competencies include strong knowledge of title review, fund collection, fee balancing, quality control, and proven ability to manage large pipelines in a fast-paced environment.
Experience Required
Minimum 2 year(s)
Senior Product Marketing Manager at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Product Marketing, Customer Insights, Segmentation Development, Narrative Development, Go To Market Planning, Product Launches, Cross Functional Alignment, Content Strategy, Seo/Aeo, Kpi Definition, Customer Research, Messaging, Thought Leadership, Strategic Depth, Hands On Execution, Systems Thinking
Specialization
Candidates must have over 6 years of product marketing experience, ideally in a regulated or high-consideration category like Fintech, with deep expertise in customer research and translating insights into clear positioning. The ideal person is a strong writer, a proven operator leading GTM efforts, and possesses high ownership and a bias toward action in high-growth settings.
Experience Required
Minimum 5 year(s)
Home Equity Closer (PH) at Point Digital Finance Internal Job Board
Manila, Metro Manila, Philippines - Full Time
Skills Needed
File Qc, Title Reports Review, Tax Certificates Review, Us Mortgage Billing Statements Review, Hoa Billing Statements Review, Payoff Statements Review, Alta Settlement Statements Review, Vesting Deeds Review, Id Review, Closing Disclosures Issuance, Signing Appointment Coordination, Point Option Agreement Discussion, Customer Service, Real Estate Closing Process, Microsoft Office, Google Suite
Specialization
Preferred candidates should have 1 or more years of experience in US Mortgage Closing, Processing, or Escrow, alongside at least 2 years in customer service, with knowledge of the real estate closing process being beneficial.
Mortgage Loan Processor at Point Digital Finance Internal Job Board
Manila, Metro Manila, Philippines - Full Time
Skills Needed
Mortgage Processing, Title Curative, Closing, Escrow Work, Credit Underwriting, Title Reports Review, Entity Documents Review, Trust Documents Review, Divorce Decrees Review, Lien Position Management, Pipeline Management, Sla Adherence, Communication, Customer Service, Microsoft Office, Google Sheets
Specialization
Candidates should possess at least one year of experience in U.S. mortgage processing, title curative, closing, or escrow work, along with knowledge of common credit underwriting standards. Proficiency in computer skills for a paperless environment and excellent communication skills are essential for success in this role.
Lending Specialist (Telesales) at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Telesales, Lead Nurturing, Pipeline Management, Consultative Sales, Customer Support, Compliance, Sales Training, Goal Driven, Detail Oriented, Communication Skills, Customer Focus, Financial Acumen, Crm Experience, G Suite, Adaptability, Mlo License
Specialization
Candidates must possess an active Mortgage Loan Originator (MLO) license and have at least three years of phone-based sales experience involving high call volume and closing prospects. Essential attributes include strong communication skills, pipeline management ability, a customer focus, and self-starting motivation.
Experience Required
Minimum 2 year(s)
Senior Manager, Lifecycle Marketing at Point Digital Finance Internal Job Board
, , United States - Full Time
Skills Needed
Lifecycle Marketing, Crm, Data Analysis, Segmentation, Automation, Email Marketing, Sms Marketing, Direct Mail, Project Management, Creative Development, Sql, A/B Testing, Collaboration, Consumer Lending, Marketing Automation, Performance Analytics
Specialization
Candidates should have 8+ years of experience in CRM and lifecycle marketing, particularly in consumer-facing and financial services environments. Strong analytical skills, hands-on experience with marketing automation platforms, and project management capabilities are essential.
Experience Required
Minimum 10 year(s)
Home Equity Underwriter at Point Digital Finance Internal Job Board
Manila, Metro Manila, Philippines - Full Time
Skills Needed
Loan Underwriting, Loan Processing, Consumer Lending, Customer Service, Operations, Fraud Analysis, Personal Banking, Analytical Skills, Problem Solving Skills, Fannie Mae Lending Guidelines, Credit Decisions, Microsoft Office, Google Sheets, Income Evaluation, Asset Evaluation
Specialization
Candidates need at least one year of experience in related analytical roles such as loan underwriting, processing, or consumer lending, along with meticulous attention to detail. A strong desire to learn Fannie Mae guidelines and comfort in defending credit decisions are essential.
Account Coordinator at Point Digital Finance Internal Job Board
Manila, Metro Manila, Philippines - Full Time
Skills Needed
Customer Service, Communication, Phone Etiquette, Email Management, Chat Support, Inbound Calls, Problem Solving, Organization, Detail Oriented, Team Player, Empathy, Professionalism, Google Suite, Slack, Salesforce
Specialization
Candidates need over one year of customer service experience, preferably within financial services, along with strong written and verbal communication skills and a customer-first mindset. Proficiency with tools like Google Suite, Slack, and Salesforce, combined with strong organizational and problem-solving abilities, is also required.
Senior Director, Data (Head of Data) at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Data Strategy, Analytics Leadership, Data Engineering Leadership, Data Science Leadership, Data Modeling, Metrics Design, Experimentation, Snowflake, Dbt, Airflow, Fivetran, Estuary, Sigma, Hightouch, Posthog, Analytical Rigor
Specialization
Candidates must have over 12 years of experience in data roles, including senior leadership across analytics, data engineering, and/or data science, preferably in high-growth tech or fintech environments. A proven track record of building teams that deliver business outcomes, deep expertise in metrics/experimentation, and a strong technical foundation are essential.
Experience Required
Minimum 10 year(s)
Investor Operations Associate at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Excel, Sql, Data Organization, Data Driven Decision Making, Process Improvement, Investor Operations, Asset Allocation, Fund Tracking, Reporting, Due Diligence, Workflow Management, Cross Functional Collaboration, Stakeholder Management, Communication
Specialization
Candidates need at least two years of experience in investment banking, investor reporting, private equity, mortgage-backed securities, or similar investor-related fields, with expert proficiency in Excel and SQL preferred. A strong drive to build and own improvements, data organization skills, and a focus on data-driven decision-making are essential.
Experience Required
Minimum 2 year(s)
Sr Product Marketing Manager at Point Digital Finance Internal Job Board
, , United States - Full Time
Skills Needed
Product Marketing, Customer Research, Segmentation, Go To Market Plans, Content Strategy, Communication, Cross Functional Alignment, Analytical Skills, Strategic Thinking, Writing, Problem Solving, Team Collaboration, Customer Understanding, Execution, Leadership, Trust Building
Specialization
Candidates should have over 6 years of product marketing experience, preferably in regulated categories like fintech. Strong skills in customer research, messaging, and cross-functional collaboration are essential.
Experience Required
Minimum 5 year(s)
Account Manager at Point Digital Finance Internal Job Board
Las Vegas, Nevada, United States - Full Time
Skills Needed
Lead Conversion, Pipeline Management, Consultative Selling, Salesforce, Goal Setting, Performance Tracking, Collaboration, Empathy, Communication, Adaptability, Resilience, Organization, Problem Solving, G Suite Tools, Mlo Licensing, Sales Experience
Specialization
Candidates must have at least one year of phone sales experience in financial services or a related field, including closing experience, and must be able to manage a customer pipeline effectively. A critical requirement is the ability to obtain and maintain a Mortgage Loan Originator (MLO) license within 60 days of starting.
Senior Growth Marketing Manager (Direct Mail & Digital - B2C) at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Direct Mail Strategy, Performance Marketing, Digital Marketing, Prescreen Programs, Data Analysis, Sql, Roi Measurement, Creative Development, Agency Management, Experimentation, Project Management, Budget Management, Customer Acquisition Cost, Conversion Rates, Lifetime Value, Targeting Strategies
Specialization
Candidates must have 7+ years in growth or performance marketing, including 3+ years managing large-scale prescreen direct mail programs (3M+ pieces/month), preferably in consumer lending or financial services. A strong requirement is the hands-on ability to write SQL queries for independent performance analysis and data-driven recommendations.
Experience Required
Minimum 5 year(s)
Growth Lead/Staff Product Manager (B2C) at Point Digital Finance Internal Job Board
Palo Alto, California, United States - Full Time
Skills Needed
Product Strategy, Product Roadmap, Product Execution, Product Delivery, Customer Insight, Experimentation, A/B Testing, User Research, Data Analysis, Sql, Stakeholder Alignment, Ux, Wireframing, Product Requirements, Growth Strategy, Product Management
Specialization
Candidates must have 5+ years in product management, consulting, or business operations, with at least 2 years focused on growth and required B2C experience, preferably in a smaller company. Essential skills include A/B testing, product analytics, strong data analysis (SQL preferred), exceptional business operations skills, and the ability to think deeply about intuitive user experience.
Experience Required
Minimum 5 year(s)
Controller at General Council on Finance and Administration
Aurora, Colorado, United States - Full Time
Skills Needed
Accounting, Payroll, Financial Statements, Regulatory Reports, Audit Documentation, Financial Edge Software, Fund Accounting, Microsoft Excel, Data Analysis, Gaap, Nonprofit Accounting, Financial Management, Budget Development, Leadership, Collaboration, Transparency
Specialization
A bachelor's degree in accounting is required, with a minimum of five years of experience in a Controller role, preferably in nonprofit or church accounting. CPA certification and experience with Financial Edge software are preferred.
Experience Required
Minimum 5 year(s)
DAI Subject Matter Expert at Integrated Finance and Accounting Solutions, LLC
Fort Belvoir, Virginia, United States - Full Time
Skills Needed
Erp, Financial Data Retrieval, Reconciliation, System Controls, End User Training, Requirements Definition, Business Needs Analysis, Testing, System Upgrades, Documentation, Audit Preparation, Data Integrity, Test Scripts Creation, Process Improvement, User Support, Dai, Oracle
Specialization
Candidates should have ten or more years of experience with DAI or Oracle and a Bachelor's degree in business or accounting, or equivalent experience. Additional certifications such as CDFM, PMP, or CPA are desired, and a SECRET clearance is required.
Experience Required
Minimum 10 year(s)
Senior Financial Manager at Integrated Finance and Accounting Solutions, LLC
Fort Belvoir, Virginia, United States - Full Time
Skills Needed
Budget Cycle, Program Analysis, Execution Analysis, Federal Regulations, Dod Regulations, Far Regulations, Dfar Regulations, Communication Skills, Microsoft Office Suite, Visio, Financial Management, Resource Management, Budget Development, Audit Experience, Ppbe Familiarity, Security Clearance
Specialization
Candidates should have a Bachelor's degree in Business Management, Accounting, or Finance, along with 8+ years of experience in DoD and PPBE. Certifications such as CDFM, CGFM, DOD Certification, or CPA are preferred, and candidates must qualify for a Secret or Top-Secret SCI security clearance.
Experience Required
Minimum 10 year(s)
Deputy Program Manager at Integrated Finance and Accounting Solutions, LLC
Fort Belvoir, Virginia, United States - Full Time
Skills Needed
Team Leadership, Project Management, Financial Tracking, Quality Control, Federal Audit, Internal Controls, Federal Regulations, Dod Regulations, Far Guidelines, Dfar Guidelines, Strong Communications, Program Management, Cost Management, Schedule Management, Performance Management, Systems Development
Specialization
Candidates should have at least 8 years of experience in program management with cost, schedule, and performance responsibilities. A bachelor's degree in Business Management, Accounting, or Finance is preferred, along with relevant certifications such as CDFM, CGFM, FM, or PMP.
Experience Required
Minimum 10 year(s)
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