milo

Sales

• Originate and close a personal pipeline of crypto mortgages and crypto backed loans from first call through funding
• Recommend appropriate mortgage, crypto loan or combined solutions and explain tradeoffs and Milo’s value
• Work with AI agents and help shape how agents and people collaborate
• Help hire and onboard loan officers and share successful practices as the team grows
• Build and improve AI agents for lead follow-up, borrower questions, document collection and pipeline updates
• Own the funnel, work inbound leads quickly, track loans from lead through application, lock and funding, and report weekly to the CEO
• Achieve monthly and quarterly origination goals set with the CEO
• Structure loan scenarios and pricing and present clear credit narratives on complex files
• Deliver complete, underwriting-ready files to Loan Operations and keep the pipeline moving toward closing
• Partner with Servicing to support borrowers after closing
• Build referral partnerships with crypto platforms, wealth managers, CPAs and real estate agents
• Collaborate with Engineering and Loan Operations to improve the borrower experience
• Serve as a credible public voice for Milo and share borrower stories, competitive intelligence and market feedback with Marketing
• Follow Milo’s state licensing map and Sales Compliance policy on every file
• Use AI tools such as Claude throughout sales, including lead research, borrower follow-up, file review, pipeline reporting and content
• Identify manual work, automate it, roll out tools and workflows, and coach the team on adoption
• Evaluate new AI and fintech tools and share effective solutions across Milo

Senior Loan Officer, Sales Lead