Point Digital Finance, Inc.
Point Digital Finance, Inc. is a company offering innovative solutions for home equity investment, catering to homeowners across the United States. Founded in 2015, Point provides financial inclusion by allowing homeowners to unlock the value of their home equity with a unique Home Equity Investment (HEI) product. Unlike traditional loans, Point's HEI involves no monthly payments and has flexible credit requirements, making home equity access more attainable. The company partners with homeowners, offering a lump sum in exchange for a share in the home's future appreciation, without impacting the owner's control over their property. Point also offers a SEED down payment investment to assist future homeowners with their down payments.
Account Manager
3 days ago
Point Digital Finance, Inc.
Point Digital Finance, Inc. is a company offering innovative solutions for home equity investment, catering to homeowners across the United States. Founded in 2015, Point provides financial inclusion by allowing homeowners to unlock the value of their home equity with a unique Home Equity Investment (HEI) product. Unlike traditional loans, Point's HEI involves no monthly payments and has flexible credit requirements, making home equity access more attainable. The company partners with homeowners, offering a lump sum in exchange for a share in the home's future appreciation, without impacting the owner's control over their property. Point also offers a SEED down payment investment to assist future homeowners with their down payments.
📋 Description
• Join our team as an Account Manager, where you will play a key role in generating revenue and ensuring a positive homeowner experience.\n• Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment.\n• Proactively reach out to leads to complete consultative sales calls.\n• Reach out to homeowners to provide pricing/product-related updates.\n• Maintain detailed notes of homeowner interactions.\n• Stay up to date with company policies, industry regulations, and legal requirements.\n• Perform ad hoc sales tasks as they arise.
🎯 Requirements
• Minimum 1 year of phone sales experience in financial services or related fields.\n• Minimum 1 year of customer service experience in financial services or related fields.\n• Experience managing a pipeline of customers.\n• You must be registered, or have the ability to register shortly after hire, as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).\n• Bachelor’s degree in Finance, Business, or related field preferred but not required.\n• Moderate to strong computer skills.\n• G-Suite (Gmail, Google Calendar, etc.).\n• CRM experience (i.e., Salesforce) is preferred but not required.\n• Familiarity with the US real estate and/or mortgage processing is preferred but not required.\n• Self-motivated and proactive.\n• Detail-oriented with strong accuracy.\n• Excellent communicator.\n• Problem solver with a solution-focused mindset.\n• Adaptable to change.\n• Team-oriented and collaborative.\n• This role requires attendance at two onsite events per year, which will involve travel. Participation in these events is mandatory.
🏖️ Benefits
• Generous health benefits\n• Unlimited paid time off\n• Flexible remote & onsite work\n• Fully paid parental leave\n• Financial wellness\n• Extra work/life benefits
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