Account Manager

3 days ago

Apply Now

Receive Emails with Similar Jobs

Point Digital Finance, Inc.

WebsiteLinkedInAll Job Openings

Online real estate financing, offering existing homeowners and new homebuyers shared home equity financing, shared equity, HELOC alternative, HELOC refinancing, pay off your HELOC, reverse mortgage alternative, home equity loan alternative, mortgage alternative, zero monthly payments, debt free home financing, fractional home ownership, responsible debt, wealth diversification . Point.com

11 - 50

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.