PLACE

Security Engineer

• Configure and operate security scanning tools to effectively identify and analyze vulnerabilities
• Remediate infrastructure vulnerabilities as they appear and put in place process to preemptively avoid recurrence
• Triage, investigate, and escalate security alerts with remediation recommendations
• Document procedures, best practices, and technical security standards
• Collaborate with internal and external engineering teams to optimize alert rules and monitoring coverage
• Provide technical thought leadership regarding the security of networks and systems
• Identify scanning and monitoring gaps as well as ensuring all our dependencies are being fully audited
• Support debug/testing and remediation management to enhance infosec posture
• Participate in an after-hours on-call rotation to investigate and triage security alerts
• Develop a deep knowledge of organizational systems, environments, and security tools
• Ensure that products and services meet established security standards set by the company
• Monitor networks and systems for intrusions and implement protection and recovery methods
• Identify and advise on security risks associated with new development or system changes
• Assist in providing access to users and applications using our security standards and best practices

Chief Technology Officer

• Own complex sales cycles with independent mortgage banks, banks, credit unions, and other mortgage lending organizations, typically involving multiple executive and operational stakeholders
• Build and manage your own pipeline through targeted outbound, relationship development, events, referrals, and account-based prospecting
• Understand each lender's origination model, operational workflows, technology stack, pain points, and business priorities before positioning a solution
• Sell across our company's technology and services portfolio, including SaaS, automation, fulfillment, and related mortgage solutions
• Build credibility with senior leaders and translate our value into business outcomes around efficiency, conversion, cost, scalability, and customer experience
• Partner with Sales Engineering and Product while owning the customer narrative and ensuring demos are tailored to the prospect's actual workflows and priorities
• Build and manage a focused target account list, identify whitespace, develop champions, and nurture long-cycle opportunities with discipline
• Represent our company at industry events, conferences, and in-market meetings with prospects and customers

Strategic Account Executive, Mortgage Technology & Services

Coach

• Partner with our Success and Training teams to guarantee VA success with their client during their first 90 days
• Reduce the overall number of VAs in their care being released due to VA performance, VA training, and Poor Customer Management
• Reduce the overall number of VAs in their care resigning from BVA
• Increase the number of VA referrals to our recruiting team
• Increase client satisfaction with their VA
• Increase VA satisfaction at BVA and improve overall well-being
• Become a standard for BVA culture and ethics

Mentor – Performance Coach

Customer Support

• Partner with Disclosure Desk Manager, originators, and operations leadership to ensure loan disclosures are accurate, compliant, and delivered on time
• Serve as the primary point of contact for disclosure-related inquiries and escalate issues as needed
• Audit files for completeness and accuracy to ensure compliance before sending initial disclosures and Loan Estimates
• Prepare Loan Estimates (LE), confirm fees and pricing are accurate, and release to borrowers via e-Sign
• Send disclosures in a timely manner and track outstanding disclosures via e-sign portal or paper fulfillment
• Identify odd or missing fee amounts prior to disclosure and contact originators to resolve missing data before release
• Update the LOS to document that disclosures were generated and provided to the consumer
• Review fee changes to determine compliance with TRID changed circumstance and tolerance requirements
• Monitor Change of Circumstance (COC) requests and ensure re-disclosures and COC notices are issued within required timeframes
• Prepare daily pipeline status reports for operations, compliance, and senior management as needed
• Develop and maintain working knowledge of new or amended statutes and regulations relevant to mortgage lending
• Maintain the confidentiality and privacy of all loan applicant information
• Other duties as assigned

Disclosure Support Specialist

General

• Deliver white-glove transaction coordination to clients procured by Transactly
• Provide listing coordination for high-volume real estate professionals
• Operate confidently inside Transactly's tech platform for task management and communication
• Maintain transaction records and updates within Brivity, PLACE’s tech platform
• Practice proactive, professional communication with clients, agents, and co-op partners
• Contribute insights and feedback to improve our platform, service model, and team culture
• Step confidently into the ownership mindset— you are a reflection of PLACE values

Transaction Coordinator

• Deliver white-glove transaction coordination to clients procured by Transactly
• Provide listing coordination for high-volume real estate professionals
• Operate confidently inside Transactly's tech platform for task management and communication
• Maintain transaction records and updates within Brivity, PLACE’s tech platform
• Practice proactive, professional communication with clients, agents, and co-op partners
• Contribute insights and feedback to improve our platform, service model, and team culture
• Step confidently into the ownership mindset—you are a reflection of PLACE values

Recruitment

• Source candidates through LinkedIn Recruiter, Greenhouse, job boards, referrals, and other recruiting channels.
• Review resumes and applications to identify qualified candidates.
• Conduct high-volume initial phone and video interviews.
• Evaluate candidate qualifications, experience, and overall fit for the role.
• Present qualified candidates to hiring managers with clear recommendations.
• Build and maintain talent pipelines for current and future openings.
• Proactively engage passive candidates and build relationships with prospective hires.
• Schedule interviews and coordinate communication between candidates and hiring teams.
• Ensure candidates receive a professional, responsive, and positive experience throughout the hiring process.
• Maintain accurate candidate records within the applicant tracking system.
• Manage job postings and ensure openings remain current across recruiting platform.
• Keep recruiting workflows organized and moving efficiently.
• Follow up consistently with candidates and hiring managers to maintain momentum throughout the hiring process.
• Support recruiting reporting and pipeline management.
• Help identify opportunities to improve recruiting processes and efficiency.
• Partner closely with hiring managers to understand hiring needs and priorities.
• Maintain a high level of organization across multiple open positions simultaneously.

Recruiting Specialist

Artificial Intelligence

• Own and execute the AI product strategy and roadmap across document intelligence, workflow automation, and decisioning
• Embed AI deeply into the mortgage Point of Sale, enhancing both borrower and loan officer experiences
• Lead and develop a small team of AI and data engineers, setting direction and removing blockers
• Partner cross-functionally with Product, Engineering, and Customer Experience to align AI initiatives with the broader product ecosystem
• Design, scope, and ship AI-powered features from concept through production and iteration
• Evaluate vendors, models, and tools with a strong perspective on build vs. buy tradeoffs
• Establish frameworks for AI feature intake, prioritization, and delivery
• Ensure strong data foundations by collaborating on pipelines, schemas, and data quality
• Operate with urgency—shipping quickly, learning from production, and iterating continuously

Senior Manager, Data & AI

AI Engineer

• Design and deliver production AI and agentic systems across document intelligence, workflow automation, and copilots
• Own architecture decisions for LLM-based systems, including retrieval, orchestration, memory, tool use, and evaluation
• Build and maintain evals and observability frameworks to ensure system quality, reliability, and performance
• Optimize systems for cost and latency at production scale
• Partner closely with AI Product to scope, sequence, and deliver high-impact features
• Collaborate with Data Engineering on pipelines, schemas, and data quality foundations
• Mentor engineers working on AI-adjacent systems and elevate team capabilities
• Evaluate vendors, models, and tools through POCs, benchmarking, and cost-performance analysis
• Ship quickly, iterate in production, and continuously improve system performance

Senior AI Engineer

Product Manager

• Own the end-to-end product strategy and execution for our mortgage Point of Sale platform
• Lead the borrower experience from application through verification and closing
• Improve and streamline workflows for loan officers, processors, and mortgage operations teams
• Enable real estate agent experiences that support referrals and lender partnerships
• Manage API integrations with third-party mortgage service providers and partners
• Write clear product requirements, user stories, and documentation to align cross-functional teams
• Partner with Engineering, Design, Sales, Marketing, and Customer Success to deliver and iterate on product features
• Ensure product experiences comply with mortgage regulations and operational requirements
• Own backlog prioritization, sequencing, and feature delivery decisions
• Balance speed of execution with reliability and quality across core product workflows
• Use data, customer feedback, and market insight to inform product direction and prioritization

Security Engineer

Strategic Account Executive, Mortgage Technology & Services

Mentor – Performance Coach

Disclosure Support Specialist

Transaction Coordinator

Transaction Coordinator

Transaction Coordinator

Transaction Coordinator

Recruiting Specialist

Senior Manager, Data & AI

Senior AI Engineer

Product Manager – Point of Sale