Job Description
Job Description
At NBI Financial Group, we’re not just another mortgage company. We recently merged with Finaya a Silicon Valley, Agentic AI company. We are truly focused and have a vision of creating a homeownership marketplace that will benefit the Loan Officer, Realtor, Consumer, Title Companies/Closing Attorneys, Insurance agents and any other service provide that participates in the homeownership journey. We own propriety Agentic AI tech . We are tech-forward movement committed to creating the greatest homeownership experience and transforming the process of homeownership not just here in the United States, but world wide!
If you're a driven professional ready to break away from industry norms and build something meaningful, this is your chance to be part of a future-defining team at the ground floor.
Position Overview
We’re seeking ambitious, client-focused Loan Officers and Executive Mortgage Advisors to help lead high-activity markets and build thriving, localized businesses within our national platform. This role is ideal for someone that wants to be a part of a team focused on disrupting multiple industries, someone with the mindset to grow, the heart to serve, and the drive to be successful in today’s evolving markets.
You’ll be empowered with exclusive access to top-producing Realtors, thousands of warm, qualified prospects, AI-driven preapprovals and documentation gathering, and 1-on-1 coaching to sharpen your skills and scale your production.
Whether you’re already producing or simply ready to become elite, we’ll help you rise to your next level, faster.
Your job is simple: Communicate and Close. We do the rest.
What Sets Us Apart
- Territory Leadership: You’ll lead your own market with exclusive access to top Realtor partners and client opportunities.
- AI-Powered Efficiency: Our proprietary Agentic AI does it all, scrapes public records for warm leads, runs upfront underwriting, and matches clients with the best-fit loan options — before you even pick up the phone.
- Upfront Underwriting: Our upfront AI underwriting is backed by the best solution underwriters in the country, so you can know that every preapproval with close.
- Thousand-Lead Head Start: From Day 1, you’re stepping into a pre-primed territory loaded with real demand — not cold leads.
- Human-First Support: You’re backed by expert processors, coaches, and mentors who care about your growth as much as your volume.
- Creative Deal Structuring: We don’t just quote rates, we solve problems and help our clients build long-term wealth through real estate.
- A Voice in the Vision: This isn’t a cog-in-the-machine role, your ideas and leadership help shape the future of our tools, systems, and service model.
Key Responsibilities
- Guide clients through the mortgage process with clarity, speed, and integrity
- Build and manage a portfolio of homebuyers, investors, and real estate partners
- Analyze, connect with, and follow up with exclusive, warm leads that are delivered to you regularly
- Leverage provided leads, partnerships, and tech to generate consistent production
- Solve complex financing scenarios with creativity and support
- Collaborate with your internal ops team to ensure a frictionless client experience
- Offer proactive input to improve systems, service, and strategy
Qualifications
- Active NMLS license (or willingness to obtain one)
- Mortgage lending or financial sales experience preferred (but mindset and drive matter more)
- Entrepreneurial spirit — hungry, coachable, and ready to grow
- High integrity, strong communication, and a solutions-focused attitude
- Desire to lead, innovate, and contribute to something bigger than yourself
What We Offer
- A Career Platform, Not Just a Comp Plan, with clear paths to leadership
- Exclusive Realtor Access & Warm Leads in your assigned market
- Industry-Leading Technology & AI Tools that do the heavy lifting
- 1:1 Coaching and Mentorship to accelerate your growth
- Fast, Expert Operational Support to get deals closed smoothly
- A Modern, No-Ego Culture that values people, not politics
- Creative Marketing Resources to help you stand out and scale fast
Compensation
This is a commission-based opportunity with seven-figure potential from Year 1.
Expected total compensation ranges from $100,000 – $1,000,000, with significantly higher earning potential based on production, territory growth, and leadership involvement.
Top producers and early-stage leaders will be positioned for substantial growth as the company scales nationally.
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunities for advancement
- Parental leave
- Referral program
- Relocation assistance
- Retirement plan
Work Location: In person
Our mission is simple: solve real problems, not just process transactions. We’re combining cutting-edge, proprietary AI technology with elite operational support and entrepreneurial vision to build something better for our clients, for our partners, and for the people who power it all.
If you're a driven professional ready to break away from industry norms and build something meaningful, this is your chance to be part of a future-defining team at the ground floor.
Company DescriptionAgentic AI, Homeownership Marketplace, Mortgage, Real Estate, Technology, Silicon Valley
Company Description
Agentic AI, Homeownership Marketplace, Mortgage, Real Estate, Technology, Silicon Valley