Unlock · 1 day ago
Home Equity Officer
Tempe, AZ
Full-time
Hybrid
Entry, Mid Level
$36/hr - $36/hr
2+ years expUnlock is dedicated to unleashing the power of home equity to enrich people's lives through innovative financial solutions. The Home Equity Officer will serve as the first point of contact for customers, guiding them through products and services while managing leads and achieving sales targets.
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
Required
Must hold a current Mortgage Loan Originator (MLO) license
Minimum 2 years of continuous employment
Strong organization skills, accurate, and detail-oriented
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
Minimum education requirement: High school diploma or GED equivalent required
Unlock will conduct credit check as part of the hiring process, guidelines under Fair Credit Reporting Act
Department hours: Monday - Friday, 9:30am - 6:00pm
Hybrid role: must be able to work onsite at our Tempe, AZ office Monday - Thursday and work from home on Fridays
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
Demonstrated ability to effectively multitask various customer channels and professionally manage workflow
Ability to work in a fast-paced, collaborative team environment
Benefits
Monthly incentives based on performance
Discretionary time off for rest and recharge
Comprehensive health plans covering medical, dental, and vision, fully funded by us
4% employer match to your 401(k) contributions
Company
Unlock
Unlock Technologies offers home equity agreements to help homeowners access built equity.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$430MKey Investors
D2 Asset ManagementTexas Capital BankBarclays
2024-09-03Series B· $30M
2023-11-29Series Unknown
2023-09-13Debt Financing· $100M
Leadership Team
James Riccitelli
Chief Executive Officer
Ryan Craft
Co-Founder
Recent News
2025-10-24
Company data provided by crunchbase