- 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 and managing daily calls.
- Coordinate with internal teams including processors and underwriters to ensure efficient processes.
- Manage a sales pipeline using Salesforce and Hometap's proprietary Hub.
- Become an expert in the HEI product and unique sales approach.
- Meet and exceed monthly and quarterly sales goals.
- Collaborate with colleagues across originations, marketing, and legal to improve the homeowner experience.