- Engage with inbound leads to provide compliant information while connecting with empathy to understand each homeowner's circumstances
- Serve as a single point of contact throughout the investment process – providing status updates, responding to questions, requesting documentation – while maintaining a high volume of daily calls
- Coordinate with internal teams (processors, underwriters, etc.) to ensure efficient processes for homeowners
- Manage your pipeline using Salesforce and Hometap's proprietary Hub, keeping applications up to date and communicating next steps to homeowners and internal stakeholders
- Become an expert in Hometap's home equity investment (HEI) product and unique sales approach, actively participating in training and ongoing coaching
- Meet and exceed monthly and quarterly sales goals
- Stay current on the competitive landscape and collaborate with colleagues across originations, marketing, and legal to resolve questions and improve the homeowner experience
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