---
title: 'Mortgage Loan Officer at Flourish'
canonical: 'https://feeny.ai/job/mortgage-loan-officer-flourish-dallas-bvbat8fewnky'
type: 'job'
last_seen: '2026-10-14'
---

# Mortgage Loan Officer at Flourish

- **Company:** Flourish
- **Location:** Dallas, TX
- **Posted:** 2026-09-29
- **Last confirmed live:** 2026-10-14
- **Apply:** https://job-boards.greenhouse.io/flourish/jobs/6210699004

## Job description

Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.

## About You

You are an ambitious self-starter who is looking to join a new division of a fast-growing fintech as one our first Mortgage Loan Officers. You love providing truly white-glove client support and have excellent communication and problem-solving skills — with an established track record of successfully managing a large pipeline of home loans. With deep knowledge of the mortgage industry, you can leverage your consultative skills to help educate clients on the best available products to them.

You’re equally adept at working with internal partners across the organization as you are in gracefully handling complicated communication directly with clients. You’re excited to join a small, growing team at a fast-paced fintech, as you are extremely self-motivated, excited to contribute to building a lending program from the ground up, love identifying and solving problems, and are motivated by the prospect of driving change in the lending industry.

## About the Role

As a Mortgage Loan Officer on the Flourish team, you will be tasked with providing our clients with an exceptional borrowing experience while also contributing to teamwide efforts in developing a recently-launched business line. Your primary responsibility will be to quickly and seamlessly execute home financings by working directly with financial advisors and their clients, prioritizing speed of responsiveness and white-glove service throughout the entirety of the loan lifecycle, with all opportunities sourced through a unique new distribution channel. At the same time, you will contribute to our overall efforts in building out the business line, whether that is in assisting in development of new policies and procedures, trialing new software, or suggesting countless improvements as we work to improve everything from the client experience to speed of closing.

Principal Responsibilities

- Consult and educate clients to assess their financing needs and guide them toward the most suitable mortgage solutions, helping them secure the best financial outcomes
- Develop and maintain strong relationships with financial advisors, collaborating to create a seamless and positive home-buying experience for end clients
- Serve as the primary point of contact for all home financing inquiries, providing expert knowledge on key products, particularly jumbo transactions
- Manage an ongoing pipeline of loans, focusing primarily on home purchases, refinances, and HELOCs
- Drive a best-in-class conversion funnel leveraging data to inform actions
- Work cross-functionally across product operations, and technology to ensure optimal customer outcomes
- Manage your loan pipeline to ensure you are always on top of client communications, even if it occasionally requires work outside non-standard business hours
- Obtain mortgage licensing in an estimated 15-20 states, with support from Flourish for registration and ongoing continuing education
- Maintain excellent communication with internal Flourish leadership and stakeholders
- Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions
- Stay current on general trends in the financial markets and mortgage industry, with a focus on wealth management and lending
- This position is expected to be able to support across the continental US time zones

## Minimum Qualifications

- Bachelor's degree or equivalent practical experience
- 4+ years of mortgage lending experience
- Active NMLS license or registration
- Expertise in mortgage guidelines, including Fannie Mae and Freddie Mac, with a preference for experience in Jumbo and non-QM loans
- Position is based in Dallas, requiring residency in the Greater DFW area
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information

## Preferred Qualifications

- Strong relationship-building abilities, ensuring clear and timely communication with advisors, borrowers, and agents
- Tech-savvy mindset, with the ability to quickly learn and adapt to new systems as the mortgage industry evolves
- Mortgage licensed in multiple states
- A genuine passion for delivering exceptional customer service
- A proactive, ownership-driven mindset, treating responsibilities with care and dedication

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $70,900 - $93,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

## About Flourish

## Company Overview
- **One-liner**: Flourish provides a suite of financial products—cash management, lending, and annuities—designed exclusively for independent registered investment advisors (RIAs) to help them move from holistic advice to holistic implementation.
- **Entity Type**: Private (wholly-owned subsidiary of MassMutual, a Fortune 500 mutual insurance company)
- **Headquarters**: Boston, Massachusetts, USA
- **Founded**: 2017
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Fintech, Wealth management infrastructure, Financial services
- **Target customers**: B2B – Registered Investment Advisors (RIAs) and their clients; also serves as a platform for advisors to offer cash, lending, and annuity products.
- **Mission or purpose statement**: “Flourish helps RIAs grow by evolving from holistic advice to holistic implementation.”

## Products & Services
- **Flourish Cash**: An invitation-only cash account offering high-yield savings (currently 3.25% APY) with up to 30x FDIC insurance through a network of program banks. No fees, no minimums, integrated with key advisor tools. Type: Fintech service (cash management).
- **Flourish Lending**: A premium mortgage and refinancing platform that gives clients access to competitive rates and an optimized process. Helps advisors defend portfolio assets, win prospects, and deliver client value. Type: Service (mortgage brokerage, offered through SoraFinance, Inc., NMLS #2355841).
- **Flourish Annuities**: An annuity platform that streamlines the purchase and management of annuities for RIA clients. Type: Service (insurance product platform).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (privately held, fully owned by MassMutual)
- **Key Metric**: Over $8 billion in assets on the platform (as of 2026); 100+ employees; founded in 2017.
- **Notable Investors/Partners**: Backed by MassMutual (Massachusetts Mutual Life Insurance Company) – a Fortune 500 company with over $250 billion in assets.
- **Growth Signals**:
  - Consistently recognized as a top wealth management fintech (e.g., Highest-Rated Cash Management Service 2020-2025 by RIA Intel Awards; Best Wealth Management Solution 2025 by Finovate Awards).
  - Active hiring: 8+ open positions across sales, engineering, marketing, and operations (as of mid-2026).
  - Hybrid work model (Boston area) with team lunches and outdoor terrace, indicating continued investment in culture.

## Competitive Advantages
- **Backed by MassMutual** – combines startup agility with the stability, capital, and trust of a century-old Fortune 500 financial institution.
- **Deeply integrated with the RIA ecosystem** – products are custom-designed for independent advisors and connect with key advisor tools (e.g., portfolio management systems).
- **Invite-only premium positioning** – Flourish Cash offers rates up to 3.25% APY (vs. national average ~0.4%) with up to 30x FDIC coverage, creating a strong value proposition for high-net-worth clients.
- **End-to-end implementation** – goes beyond advice by providing the actual financial products (cash, lending, annuities), helping advisors keep assets under management.

## Strategic Focus
- **Expand the lending and cash management platform** to deepen advisor relationships and attract new RIAs.
- **Continue to develop annuity offerings** as part of the holistic implementation suite.
- **Maintain and grow the institutional partnership with MassMutual** to gain distribution and credibility.
- **Scale the team** with a focus on engineering, product, and client support to support $8B+ in assets and growing.

## Why Work Here
- **Hybrid work environment** – most roles are based in Boston with a hybrid schedule (typically Tuesday–Thursday in office). The office includes a spacious outdoor terrace and team lunches.
- **Comprehensive benefits** – competitive pay, generous time off, health/vision/dental insurance, 401(k) match.
- **Culture of ownership and iteration** – the company values “focus on execution,” “take ownership,” “iterate,” and “stay humble.” Feedback is encouraged, egos are checked at the door.
- **Supportive growth** – as a subsidiary of MassMutual, employees get the stability of a large enterprise with the autonomy of a startup. Many roles involve direct impact on product and client experience.
- **Diverse team** – Flourish states they value diversity and are building an organization that reflects different backgrounds. Open and positive communication is a core principle.

## Sources
1. [Flourish Careers Page](https://info.flourish.com/careers)
2. [Flourish About Page](https://info.flourish.com/about)
3. [Flourish LinkedIn](https://www.linkedin.com/company/flourish-dot-com)
4. [Built In Boston – Flourish Profile](https://builtin.com/company/flourish)
5. [Flourish Greenhouse Careers Portal (provided by user)](https://job-boards.greenhouse.io/flourish)

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