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Unlock · 2 months ago

Home Equity Officer

United States

Full-time

Remote

Entry, Mid Level

$25/hr - $36/hr

2+ years exp

Unlock is a company dedicated to helping homeowners access and utilize their home equity through innovative financial solutions. The Home Equity Officer (HEO) plays a crucial role as the first point of contact for customers, providing expert guidance and support while managing sales processes and customer relationships.

FinanceFinancial ServicesReal Estate

Responsibilities

Effectively manage individual lead database pipeline according to the company lead contact standards

Receive and manage both inbound and outbound calls from our existing customers and lead sources

Deliver persuasive consultation and inform customers on new products, services and policies

Collaborate with colleagues to improve customer service and outcomes

Effectively manages CRM flow and uses systems optimally to support our customers and team members

Effectively troubleshoots concerns and solves issues with an emphasis on sales principles and outcomes

Achieve monthly sales target

Strong organization skills, accurate, and detail-oriented

Qualification

Sales experienceMortgage Loan Originator licenseCRM experienceMicrosoft environmentMultitaskingCustomer serviceOrganization skills

Required

Minimum 2 years of continuous employment

Minimum education requirement: High school diploma or GED equivalent required

Must hold a current Mortgage Loan Originator (MLO) license or have maintained an active MLO license within the preceding 12 months

Strong organization skills, accurate, and detail-oriented

Demonstrated ability to effectively multitask various customer channels and professionally manage workflow

Ability to work in a fast-paced, collaborative team environment

Preferred

2 years of sales experience preferred

Mortgage origination experience or high-volume financial call center experience preferred

Strong PC skills including working knowledge of the Microsoft environment and the ability to access, manipulate, organize and relay information in a meaningful way

Relevant CRM experience