86 applicants

Company

Kiavi · 2 days ago

Strategic Experience Manager

United States

Full-time

Remote

Mid Level

$45K/yr - $75K/yr

3+ years exp

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Financial ServicesFinTech

Comp. & Benefits

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Responsibilities

Main advisor and point of contact for strategic borrowers throughout the entire origination process

Partner with New Business team to help close new deals and originate significant loan volume with Kiavi to help borrowers achieve their growth goals

Build and maintain strong, lasting borrower relationships by serving as trusted advisor

Qualify borrowers and their deals to ensure a strong fit between the borrower and Kiavi's hard money loan products for high-tier borrowers

Set clear and accurate expectations with each borrower around Kiavi’s policies, processes, timelines, and communication requirements

Maintain growth and sustainable share of wallet on all strategic accounts

Onboard new Bridge Pro and Custom Tier 1 Customers

Qualification

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Sales experienceMortgage experienceAccount managementSpanish languageProject management

Required

3 years minimum of sales experience required; account management experience required

3 years of mortgage experience - non qm or qm

Demonstrated ability to keep organized in a fast paced environment

Ability to adapt in a dynamic and growing organization

Experience in formulating and presenting solutions based on customer needs

Proven ability to manage multiple projects at a time while demonstrating strong attention to detail

Excellent communication skills both internally (within the company) and externally (with clients)

Preferred

Spanish speaker is a bonus!

Benefits

Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium, competitively placed in the 90th percentile for cost.

Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $500 for individual coverage and $1,000 for dependents.

Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary.

Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, trainings, team building etc. For remote workers, Kiavi offers a one-time office setup reimbursement of up to $500 and a monthly $75 stipend for internet and phone expenses. For in-office workers, Kiavi offers employer contributions to commuter benefits account, either for parking or public transportation.

Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it's approved by their manager.

Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers.

401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $4,000 (whichever is less). All employer contributions are immediately vested.

Product Ownership: All employees think like an owner because all employees play a critical role in making our business great. Many roles are eligible for stock option grants.