Point · 6 hours ago
Lending Specialist (Telesales)
United States
Full-time
Remote
Mid Level
$60K/yr - $90K/yr
3+ years expPointdigitalfinance is focused on making homeownership more valuable and accessible, helping homeowners access their wealth. As a Telesales Lending Specialist, you will manage a pipeline of warm leads and engage in consultative sales calls to drive conversions while ensuring compliance and providing customer support.
Financial ServicesFinTechReal EstateReal Estate Investment
Responsibilities
Manage & Nurture Warm Leads: Handle a pipeline of warm homeowner leads through a structured sales process, with a high volume of outbound phone calls, ensuring compliance with industry regulations and company policies
Conduct Consultative Sales Calls: Complete pre-scheduled and proactive consultative calls to understand homeowner financial needs, assess fit for a Home Equity Investment, and clearly explain product details
Drive Conversions: Follow up with leads to encourage acceptance of initial estimates and final offers, aiming to move prospects forward through the funnel
Provide Customer Support: Answer homeowner questions regarding pricing and product details and connect them with the appropriate team member (e.g., Processor or Closer) when needed
Ensure Compliance: Stay current on all legal and regulatory requirements, maintaining high standards of compliance in every interaction
Develop Skills: Actively participate in ongoing training, team meetings, and performance reviews to grow your sales, service, and pipeline management capabilities
Support Special Projects: Contribute to ad hoc sales initiatives and cross-functional tasks that support broader company goals
Qualification
Required
Active Mortgage Loan Originator license is required
3+ Years of Phone-Based Sales Experience: Ideal candidates will have experience making a high volume of calls daily and closing/converting prospects
Pipeline Management Experience: Ability to manage a large volume of leads, track progress, and ensure follow-through from initial contact to close
Strong Communication Skills: Comfortable handling a high call volume, educating homeowners, and explaining complex financial products in simple terms
Customer Focus: Prioritizes prompt and respectful communication with customers, ensures a positive customer experience, and builds strong relationships through attentive and responsive service
Financial/Real Estate Knowledge: Familiarity with U.S. real estate and/or mortgage processes
Self-Starter: Highly motivated, proactive, and goal-driven with the ability to work independently in a fast-paced environment
Detail-Oriented: Accuracy is critical when handling sensitive financial documents and customer information
Flexible & Adaptable: Thrives in a dynamic environment and embraces change with a solution-focused mindset
Tech-Savvy: Moderate to strong computer skills, including G-Suite (Gmail, Google Calendar, etc.); CRM experience (e.g., Salesforce) is a plus
Coachability: Receptive to feedback, actively applies guidance to improve performance and achieve goals
Benefits
Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.
Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay.
Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.
Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement.
Company
Point
Point is a home equity platform that allows homeowners to convert a portion of their home equity into cash without taking on a loan.
51-200 employees
H1B Sponsorship
Point has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (1)
2023 (4)
2022 (2)
2021 (3)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$928.7MKey Investors
Blue OwlAtalaya CapitalWestCap
2025-11-05Debt Financing· $390M
2025-06-05Debt Financing· $248.6M
2024-05-30Debt Financing· $141M
Leadership Team
Eddie Lim
Co-Founder
Eoin Matthews
Cofounder
Recent News
2025-12-10
2025-12-09
HousingWire.com
2025-11-06
Company data provided by crunchbase