Homeowner Equity Coordinator

Unlock is a company focused on utilizing home equity to enhance people's lives through innovative financial solutions. The Homeowner Equity Coordinator (HEC) supports the sales team by managing documentation and homeowner communication to ensure smooth transactions in the sales pipeline.

Responsibilities

• Manage and track the active transaction pipelines for multiple HEOs to ensure agreements progress efficiently toward completion
• Collect, organize, and review homeowner documentation required to complete home equity agreements
• Coordinate with the processing team to understand documentation requirements and ensure all required materials are submitted accurately and on time
• Serve as a primary point of contact for homeowners during the transaction process, handling inbound calls and emails regarding status, documentation, and next steps
• Provide homeowners with timely updates and clear communication regarding their transaction status
• Maintain accurate transaction records, notes, and documentation within CRM and internal systems
• Identify missing documentation or potential delays and proactively follow up with homeowners, HEOs, or internal teams
• Communicate updates, issues, or transaction risks to the appropriate HEOs

Skills

• 1 years of Customer Service, Sales or Operations experience in mortgage, real estate, lending, financial services, or transaction coordination roles
• Strong and accurate analytical sense and ability to communicate effectively
• PC skills including working knowledge of the Microsoft environment and the ability to access, manipulate, organize and relay information in a meaningful way
• Demonstrated ability to build and maintain relationships with internal and external stakeholders
• Ability to work in a fast-paced team environment
• Strong organizational skills with the ability to manage multiple transactions simultaneously
• Excellent customer service and communication skills
• Must have experience with AI tools

Benefits

• 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 Overview