Why FirstClose

Our Mission

The FirstClose mission is to provide the most comprehensive mortgage settlement solutions – because choice matters. The company’s mission is to increase profitability and reduce cost for mortgage lenders. FirstClose makes this possible through offering systems and relationships that enable lenders to more effectively assist lender’s borrowers, reduce closing costs, and ultimately shorten closing times. FirstClose makes every effort to listen closely to their customers and partners while demonstrating a genuine demeanor in their communication. FirstClose aims to positively delight and amaze their customers with service and support that is second to none.

Get to Know FirstClose

FirstClose embodies the entrepreneurial yet laid-back attitude of Austin, TX. The city is known for boots and barbecue, but it’s also known for innovative companies and cutting-edge software. The company offices are north and west of downtown, not too far from the lake and tucked within rolling hills. The FirstClose team consists of industry veterans, savvy developers, and a dedicated operations team all pushing to create a product that will delight customers and make their jobs easier.

Our History

Founded in 2000 and headquartered in Austin, Texas, FirstClose provides technology solutions to mortgage lenders nationwide and serves as a middleware application that provides access to a host of national and local real estate service providers via the web or through direct integration into various loan origination systems. The FirstClose web app and LOS plugin is the industry’s first and only home equity and refi tool that offers everything from application to servicing (credit score, valuation, title, tax, flood, closing and recording) on one easy-to-navigate platform.

By utilizing the latest technology, combined with aggregated volume from its national client base, FirstClose is able to offer customized solutions which increase efficiencies, reduce costs, and ultimately help lenders close more loans. FirstClose services over 250 Banks and Credit Unions while processing hundreds of thousands of transactions per year.

Opportunities with FirstClose

FirstClose is always looking for professionals to help continue to improve the customer experience and overall product offering of the company. In this rapidly evolving economy, it is important to partner with professionals looking for unique opportunities to improve their business and increase their bottom line. Whether you are a provider of loan origination systems, a settlement service provider, or a professional sales agent, you need to learn more about FirstClose and the opportunities it offers. To apply now, click here! 

FirstClose is always looking to add to their amazing team. The current opportunities include:

Account Executive

The Opportunity

We are seeking a talented and persistent Account Executive with a proven track record of managing the sales process from demo-to-close. We need professional individuals who have proven experience with presenting the value proposition, diligent following up and closing skills. The ideal candidate will be energetic, driven and passionate about the selling process.  This Inside Sales Position will require you to present to both small and mid-sized Banks and Credit Unions throughout the United States. Our sales process is consultative vs. transactional and requires a motivated person who has experience identifying the client’s needs and presenting them with the correct solution.

We will provide you with Sales Qualified Leads, but we will also expect you to hunt for new business during down times. The sales team also attends trade shows where you will be expected to network and develop relationships with potential leads. In addition, you will have the full support of a dedicated Marketing Team, Sales Engineers and Account Management Team. This opportunity will require an individual who is very well organized and enjoys managing the complete sales life cycle.

Experience and skills

  • Proactive, well organized self-starter with exceptional presentation and customer management skills.
  • 3+ years of proven inside sales experience with strong phone presence selling to B2B prospects:
  • GoToMeeting, Salesforce and Outlook are some of your best friends.
  • Participating in weekly pipeline meetings/reports and health of business reviews.
  • Energetic, positive, self-directed, team player and self-confident individual with high personal integrity and a collaborative personality.
  • Excellent verbal and written communications skills.
  • Understanding of the financial industry is a plus but not required.

Customer Acquisition Specialist

The Opportunity

FirstClose is seeking a Customer Acquisition Specialist to join our Marketing and Sales team. This position is responsible for prospecting, pre-qualifying and generating new sales opportunities to support the Sales team by securing demos for our Account Executives. This individual will be a highly motivated, self-starter who enjoys identifying and developing new business prospects from multiple sources including inbound marketing leads, prospect lists, contacts, discovery and individual research.

The FirstClose Marketing and Sales team is growing, and we are seeking an experienced Customer Acquisition Specialist to support our AEs and keep their pipeline full. Preferred candidate will have experience in generating new business in a B2B environment as well as have the ability to network and develop C-level relationships.

Role and Responsibilities

  • Manage lead generation effort to ensure that company meets monthly and annual sales objectives.
  • Proactively make outbound sales calls to set demo appointments for Sales team.
    Build and cultivate prospect relationships by initiating communications
  • Execute lead generation programs to increase attendance at upcoming events (trade shows)
  • Analysis and reporting on the results of your lead generation campaigns.
  • Must have extensive CRM experience, Salesforce preferred.
  • Manage, update and maintain the sales database; activity logging, customer notes, etc.
  • Support Account Executives with various tasks during the sales cycle.
  • Follow processes and maintain excellent client communication.

Customer Support Specialist

As a Customer Support Specialist, you will be responsible for ensuring every FirstClose customer receives consistent and reliable service and support through every interaction. Our ideal candidate has excellent interpersonal skills and is analytically minded, self-starting, detail oriented and skilled at solving problems and explaining complex issues.

FirstClose is creating a world-class service organization and our Customer Support Specialists are critical to our continued success and the success of our customers. Once a customer is on board, Customer Support Specialists provide proactive daily order monitoring for service level compliance as well as support for order and/or system related inquiries.


  • Timely response to incoming customer support inquiries via email, phone, and support ticketing system
  • Ensure customers receive consistent and reliable service and support during every interaction
  • Stay informed and knowledgeable regarding new product releases
  • Document found issues and steps to reproduce using internal ticketing system
  • Investigate issues reported by customers
  • Educate our customers on how to use FirstClose products and services
  • Passionately support FirstClose’s commitment to create an outstanding experience for all our customers

Experience and Skills:

  • 2+ years’ experience in a customer support role
  • Must have excellent interpersonal and professional communication skills; both written and verbal
  • Maintain a high level of professionalism, integrity, and ethics
  • Excellent time management and people skills
  • Works well in a team setting
  • Must be able to react positively to difficult situations
  • Knowledge of Windows, PowerPoint, Word, Excel, or similar programs required
  • Must be able to answer inbound support calls daily


  • Competitive Base Salary
  • Bonus Program
  • Employee Benefits Program
  • Other Requirements:
  • Basic background checks and references
  • Ability to work shifts ranging from 7 AM- 7 PM CST

Job Location:

Austin, TX

Director of Inside Sales & Account Management

We are actively looking for a dynamic, strategic-thinking and highly driven Sales Director to lead, develop, and shape our Sales team to maximize sales growth. Reporting directly to the Chief Revenue Officer, you will be responsible for driving sales to hit personal targets and growth initiatives. As a strategic leader, you will collaborate closely with various in-house leaders across Product, Operations and Marketing to develop and drive sales campaigns, train and manage sales and account associates and execute various revenue driven strategic initiatives.  As a hands-on leader, you will support your CAS (Customer Acquisition Specialists), AE, and AM teams sourcing and converting both outbound and inbound leads, upselling existing clients and ensuring all teams are outperforming their sales targets. You will strive to balance encouraging mentoring with effective performance management, to develop every new hire into the future top sales star.

Key responsibilities

  • Drive sales growth in a dynamic environment.
  • Develop and implement budget-friendly programs for continued development and motivation of sales talent
  • Building and driving the outbound sales strategy, overseeing creation of pipeline, identify verticals for growth and networking, etc.
  • Building and leading a high performing sales team to hit ambitious ever-growing targets
  • Overseeing CRM in order to monitor core metrics, KPIs, and trends and continuously identify areas of strength and areas for improvement
  • Creating a culture of continuous improvement through regular analysis of the team’s performance – being reactive and inspiring change
  • Collaborating with Marketing to craft messaging, presentations and proposals
  • Proven experience leading a sales floor of 10+ phone sales professionals
  • Assist the management team with analytics and decisions
  • Bring solutions for integration of support and sales that will further drive customer satisfaction

About You

  • 6+ Sales and/or Business Development experience, ideally in fast-growing SaaS environment
  • Highly successful and experienced in local inside B2B sales practices
  • Track record of inspiring and mentoring sales teams from no-experience to top-performers
  • Proven individual contributor success in a full-cycle Sales role including ability to close over the phone
  • Proven experience leading a sales floor of 10+ phone sales professionals
  • Previous experience selling to the financial institution sector is highly desirable
  • Highly collaborative, with the ability to work cross-functionally and provide insight to various internal stakeholders across the business
  • Experience working with Salesforce CRM, including Pardot
  • Experience working with Microsoft BI is highly desirable
  • Tech-savvy, with a real passion for Technology
  • Good eye for business opportunities with an awareness of financial factors
  • Extraordinary communication and negotiation skills
  • Highly organized and able to prioritize shifting workloads and responsibilities effectively
  • Knowledge of the Mortgage and HELOC/Home Equity space is a plus

Client | Since switching to the FirstClose Report in Q4 2015, we have enjoyed significant cost savings, and our turn-times have been reduced dramatically.

Carolyn Middleton, SVP Director of Consumer Bank Credit Approval and Fulfillment at Umpqua Bank