- Engage inbound leads, provide compliant information, and understand each homeowner’s circumstances.
- Serve as the homeowner’s point of contact throughout the investment process, provide status updates, answer questions, and request documentation.
- Maintain a high volume of daily calls.
- Coordinate with processors, underwriters, and other internal teams to support efficient processes for homeowners.
- Manage the pipeline using Salesforce and Hometap’s proprietary Hub, keeping applications current and communicating next steps.
- Become an expert in Hometap’s home equity investment product and sales approach through training and ongoing coaching.
- Meet and exceed monthly and quarterly sales goals.
- Stay current on the competitive landscape and collaborate with originations, marketing, and legal to resolve questions and improve the homeowner experience.
Salesforce