Account Manager

September 16

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Point Digital Finance, Inc.

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Description

• Join Point as an Account Manager to generate revenue and ensure a positive homeowner experience. • Manage and nurture a pipeline of homeowners through a structured sales process. • Ensure compliance with company policies, industry regulations, and legal requirements.

Requirements

• Minimum 1 year of phone sales experience in financial services or related fields. • Minimum 1 year of customer service experience in financial services or related fields. • Experience managing a pipeline of customers. • MLO license preferred but not required. • Bachelor’s degree in Finance, Business, or related field preferred but not required. • Moderate to strong computer skills. • G-Suite (Gmail, Google Calendar, etc.). • CRM experience (i.e., Salesforce) is preferred but not required. • Familiarity with the US real estate and/or mortgage processing is preferred but not required. • Highly motivated self-starter. • Detail oriented. • Excellent communicator. • Problem Solver. • Adaptable. • Collaborative.

Benefits

• Generous health benefits. • Unlimited paid time off. • Flexible remote & onsite work. • Fully paid parental leave. • Financial wellness. • Extra work/life benefits.