Account Manager

Posted 2024-10-16

💎 Seniority level: Manager, 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.

📍 Location: Chicago, Austin, Denver, Boston, Washington DC, San Diego, All other US metro areas

💸 Salary: $43,400 - $62,100 per year

🔍 Industry: Financial Services, Home Equity

🏢 Company: Point Digital Finance, Inc.

🗣️ Languages: English

⏳ Experience: 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.

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationCompliance

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.

Responsibilities:

Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details.
Proactively reach out to leads to complete consultative sales calls.
Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer.
Reach out to homeowners to provide pricing/product-related updates.
Respond to homeowners’ pricing/product-related questions or concerns in a timely manner.
Direct homeowners to the assigned production team member (Processor or Closer) for the appropriate assistance.
Prepare applications for initial underwriting review by verifying initial application documents and ensuring initial follow-up requests are resolved.
Ensure homeowners have scheduled and completed their financial counseling sessions and appraisals.
Maintain detailed notes of homeowner interactions.
Stay up to date with company policies, industry regulations, and legal requirements.
Attend department meetings, sales meetings, 1:1's, and company all-hands.
Complete assigned trainings.
Perform ad hoc sales tasks as they arise.

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