Sun West is a nationwide full-service mortgage seller /servicer with over 42 years of experience. As one of the fastest growing mortgage bankers we provide exceptional service, technology, and product innovation. Sun West has set the mark in the Mortgage industry as one of the leading company’s offering a full product set including Conventional, Jumbo, FHA, VA, 203K, single close construction, Reverse Mortgages, Non QM, Investor Loans and other specialty products.
We are looking for people who learn quickly, multitask, have the ability to disseminate technical information and communicate it to homeowners.
Ability to multi-task, prioritize, and manage time effectively.Excellent time management skills.Identify and assess customers’ needs to achieve satisfaction.Provide accurate, valid and complete information.Handle complaints, provide appropriate solutions and alternatives and follow up to ensure resolution.Bilingual / Fluent English - requiredDemonstrate excellence in internal/external customer service.Excellent verbal and written communication.Ability to comprehend and follow directions.Strong attention to detail.Customer service focused.Proven experience with listening and eliciting information effectively.Demonstrated excellent verbal and written communications skills.Strong PC skills including ability to troubleshoot common problems.Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws. Read LessAbout AngelAi & Sun West
You're not just joining a mortgage company, you're joining AngelAi, the high-growth fintech engine of a trusted leader in finance since 1980.
We build emotionally intelligent AI systems, like our patented AngelAi https://www.angelai.com/ and TRU Approvals® https://www.swmc.com/truapproval/ platforms, that are fundamentally transforming financial services. Your work will directly touch high-stakes, real-time financial intelligence, risk detection, and decision automation across a heavily regulated environment.
We're scaling our financial infrastructure, and we need sharp minds to strengthen the financial engineering, modeling, and optimization that powers the entire Sun West platform.
The Mission
Forget passive reporting and static spreadsheets. We are hiring Financial Analysts / Engineers to operate at the intersection of quantitative modeling, risk management, and high-performance system optimization.
This is a deep-ownership role where you will:
Own: A defined, critical section of the company’s financial infrastructure.Engineer: Build, stress-test, and deploy forward-looking models to manage risk and predict financial outcomes.Optimize: Actively control how capital, risk, and operational costs move through the business.You will be expected to think like a systems engineer, not an accountant producing historical summaries.
Your Impact
Architect and Own: Full oversight of a significant domain within Sun West's financial books.Deploy Models: Engineer and continuously maintain high-fidelity financial models, forecasts, and projections.Hunt for Efficiency: Identify systemic inefficiencies, risks, and game-changing optimization opportunities across financial operations.Decipher & Translate: Analyze complex financial statements, contracts, and legal documents to translate regulation into measurable improvements and compliance logic.Advise Leadership: Partner directly with AI, Engineering, and Executive teams to surface deep insights, predictive trends, and critical early warning indicators.Proactively Drive Change: Raise red flags and propose actionable optimization strategies that materially impact the bottom line.Skills You Bring
We're looking for individuals with a builder's mindset and intellectual intensity.
Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline.Strong command of accounting fundamentals and financial statement analysis.The rare ability to read, interpret, and translate legal/contractual documents into financial system logic.A Financial Engineering Mindset—you see finance as a system to be optimized and performance-tuned.High intellectual curiosity and genuine passion for understanding how financial systems actually operate.Comfort owning ambiguity and navigating complex, high-stakes financial structures.Disciplined, detail-oriented, and capable of independent leadership.Mortgage, fintech, or financial services experience is a plus, but your raw technical rigor and drive are mandatory.
Why You'll Choose This Role
You Are a Builder, Not a Reporter: You are hired as a financial systems engineer.Direct, Material Ownership: Control financial domains that directly impact the entire Sun West platform.Real Complexity: Work on complex, real-world financial systems under regulatory pressure.Influence Architecture: Your analysis and modeling will directly influence risk detection, system efficiency, and long-term financial strategy.Elite Collaboration: Work side-by-side with AI, engineering, and executive leadership teams from day one.Equal Opportunity Statement
Sun West Mortgage Company and AngelAi are committed to creating a diverse and inclusive workplace.
We are proud to be an equal opportunity employer and welcome candidates from all backgrounds.
Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws. Read LessWe are looking for an experienced Controller to join our winning team! The Controller will be responsible for the accuracy of all financial functions, including cost accounting, cycle management, reporting, risk analysis, internal controls, etc. You will demonstrate your prior knowledge/experience by successfully managing a mid-size accounting team. Some of the typical job duties as a Controller may include:
Job Responsibilities:
Oversee and coordinate all financial activities. Preparation of budgets, forecasts, and cash flows. Production of statutory and internal financial reports. Establish and maintain accounting processes and financial ledgers. Preparation of monthly P&L and balance sheet. Cash management and treasury duties. Compile yearly audit schedules and assists with audit. Maintain risk management-based internal controls, etc. Conduct internal audits to assess financial status. Ensure compliance with federal and state regulations.We offer an excellent salary and benefits package, including health, dental, vision insurance and a 401 (k) program. As well as a great work environment.
Requirements:
Prior successful experience coordinating audit activities and managing reporting, AP and AR, general ledger, and budget development. Computer literate, advanced Excel skills, and a complete understanding of accounting software principles. Exceptional attention to detail. Analytic, organization, and problem-solving skills. Prior mortgage experience is a plus! Strong leadership qualities Strong analytical and critical thinking skills Excellent written and verbal communication skills Deadline and detail-orientedSun West Mortgage Company is looking for a Insuring Assistant.
This position performs a variety of moderately complex insuring tasks and duties that involve multi-tasking with efficiency, and maintaining a high level of accuracy. The role will require the individual to apply FHA and VA knowledge just to name a few. The Insuring Assistant will log into the VA and FHA Agency portal to input loan data in the insurance application to obtain the Mortgage Insurance Certificate and Loan Guaranty Certificate.
Responsibilities:
Audit Insuring package and upload to confirm the insuring information is correctAudit MIC and LGC to confirm accuracyUpload and update information in (SunSoft)Upload VA audit packages to VA system WebLGYUpload FHA Binder packages to HUD system FHAQualifications:
1 or more years' experience working in the insuring departmentWorking knowledge of conventional and government residential mortgage loans, and investor guidelinesMust have excellent attention to detailExcellent verbal and written communication skillsMicrosoft or google docsType at least 30 wpmDependable and PunctualCompany DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws. Read LessJob Responsibilities:
Build and maintain relationships with referral partners (e.g. Realtors, Financial Advisors, Bank Branches).Identify partnership opportunities and develop strong business relationships through company sponsored events, and direct to consumer activities.Develop knowledge of Company products, policies and procedures, and underwriting requirements.Analyze detailed financial and credit data, matching consumer needs with an appropriate loan program and level of risk.Develop and maintain a high degree of visibility for Sun West in the marketplace.Visit SunWestPartners.com for detailed pricing and compensation plans.We offer an excellent compensation and benefits package, including health, dental, vision insurance and a 401 (k) program. As well as a great work environment.
Requirements:
A valid NMLS state license is required.2+ years of successful external/outside retail mortgage origination experience with an emphasis on self-sourced business.Proven sales experience with the ability to meet production standards set for Branch production.Complete familiarity with FNMA**/FHLMC, FHA/VA guidelines and understanding of all facets involved in real estate transactions.Note:This is a 100% commission role.
**Fannie Mae® is a registered trademark of Fannie Mae.
Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws. Read LessRole Overview
We are seeking a highly skilled, licensed Certified Public Accountant (CPA) in Puerto Rico to manage the comprehensive financial and tax affairs for a High-Net-Worth Individual (HNWI) and their associated Puerto Rico-based LLC.
The ideal candidate will be an expert in the complexities of the Puerto Rico Internal Revenue Code and have a deep understanding of local tax incentives (e.g., Act 60). You will serve as a strategic advisor, ensuring full compliance while optimizing tax positions for both the individual and the business entity.
We prioritize enthusiasm and passion over traditional “Big Five” experience.
Key Responsibilities
1. Puerto Rico Tax Compliance & Strategy
Prepare and file all Puerto Rico individual income tax returns (Form 482) for high-net-worth familyManage tax filings for Puerto Rico LLCs, including informative returns and partnership filings where applicable.Ensure compliance with Act 60 (formerly Act 20/22) requirements, including annual reports and maintaining the tax exemption decree.Oversee municipal tax requirements, including Patente Municipal (Volume of Business Tax) and CRIM (Property Tax).2. Accounting & Financial Management
Maintain accurate books and records for the LLC in accordance with GAAP or tax-basis accounting.Perform quarterly and year-end closings, providing detailed financial statements.Manage cash flow forecasting and personal financial statements for the individual.Coordinate with external auditors or legal counsel as necessary.3. Strategic Advisory
Provide proactive tax planning to minimize liabilities across PR and Federal jurisdictions (where applicable).Advise on the tax implications of local investments, real estate transactions, and cross-border income.Monitor changes in Puerto Rico Department of the Treasury (Hacienda) regulations and advise on impact.Required Qualifications & Skills
Licensure: Active CPA license in Puerto Rico (Colegio de Contadores Públicos Autorizados de Puerto Rico) is mandatory.Experience: Minimum of 2–4 years of experience in tax accounting, specifically working with HNWIs and Puerto Rico business structures.Regulatory Expertise: Deep fluency in the Puerto Rico Internal Revenue Code and the PR Incentives Code (Act 60).Technical Skills: Proficiency in PR-specific tax software (e.g., Expert Tax, SURI platform) and accounting software (QuickBooks, Xero, or similar).Communication: Bilingual in English and Spanish is required, with the ability to explain complex PR tax laws to stakeholders.Integrity: Absolute discretion and confidentiality regarding personal and business finances.Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws. Read LessKey Responsibilities:
Bookkeeping & Ledgers: Maintain accurate financial records, ledgers, and accounting documentation.Accounts Receivable: Process invoices, record payments, and monitor outstanding balances.Collections & Reporting: Follow up on overdue payments and prepare basic accounts receivable reports.Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws. Read Less