Licensed Mortgage Loan Originator

Summary

Join our team as a Licensed Mortgage Loan Originator (Account Executive) and play a key role in generating revenue and ensuring a positive homeowner experience. You will manage and nurture a pipeline of warm leads through a structured sales process, continuously developing your skills in sales, customer service, and pipeline management. This role requires a current MLO license and 3+ years of phone-based sales experience. You will conduct consultative sales calls, drive conversions, provide customer support, and ensure compliance with all regulations. The position offers a competitive salary, uncapped commission, and a comprehensive benefits package including generous health benefits, unlimited paid time off, flexible remote work options, and fully paid parental leave.

Requirements

• MLO License: Active Mortgage Loan Originator license is required
• 3+ Years of Phone-Based Sales Experience: Ideal candidates will have experience making a high volume of calls daily and closing/converting prospects
• Pipeline Management Experience: Ability to manage a large volume of leads, track progress, and ensure follow-through from initial contact to close
• Strong Communication Skills: Comfortable handling a high call volume, educating homeowners, and explaining complex financial products in simple terms
• Customer Focus: Prioritizes prompt and respectful communication with customers, ensures a positive customer experience, and builds strong relationships through attentive and responsive service
• Financial/Real Estate Knowledge: Familiarity with U.S. real estate and/or mortgage processes
• Self-Starter: Highly motivated, proactive, and goal-driven with the ability to work independently in a fast-paced environment
• Detail-Oriented: Accuracy is critical when handling sensitive financial documents and customer information
• Flexible & Adaptable: Thrives in a dynamic environment and embraces change with a solution-focused mindset

Responsibilities

• Manage & Nurture Warm Leads: Handle a pipeline of warm homeowner leads through a structured sales process, with a high volume of outbound phone calls, ensuring compliance with industry regulations and company policies
• Conduct Consultative Sales Calls: Complete pre-scheduled and proactive consultative calls to understand homeowner financial needs, assess fit for a Home Equity Investment, and clearly explain product details
• Drive Conversions: Follow up with leads to encourage acceptance of initial estimates and final offers, aiming to move prospects forward through the funnel
• Provide Customer Support: Answer homeowner questions regarding pricing and product details and connect them with the appropriate team member (e.g., Processor or Closer) when needed
• Ensure Compliance: Stay current on all legal and regulatory requirements, maintaining high standards of compliance in every interaction
• Develop Skills: Actively participate in ongoing training, team meetings, and performance reviews to grow your sales, service, and pipeline management capabilities
• Support Special Projects: Contribute to ad hoc sales initiatives and cross-functional tasks that support broader company goals

Preferred Qualifications

• Tech-Savvy: Moderate to strong computer skills, including G-Suite (Gmail, Google Calendar, etc.); CRM experience (e.g., Salesforce) is a plus
• Coachability: Receptive to feedback, actively applies guidance to improve performance and achieve goals

Benefits

• Generous health benefitsWe provide medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA)
• Unlimited paid time offRecharge with unlimited paid time off and 10 company holidays
• Flexible remote & onsite workOur teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ
• Fully paid parental leavePoint will true-up wages from state-applicable PFL earnings so that the employee’s total gross pay will be equivalent to 100% of their regular base pay, as well as two weeks of fully paid leave to be available after exhaustion of state PFL.For employees in states without Paid Family Leave, Point will provide up to 8 weeks of paid parental leave.In addition, all employees will receive 4 weeks of fully paid transition time. For four weeks after returning from parental leave, and following the use of all other paid leave benefits, you may work part-time, meaning two or three days per week, and receive 100% of regular base pay
• Financial wellnessWe provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. Full-time employees have the opportunity to take ownership in the company through equity options
• Extra work/life benefitsWe provide monthly stipends for internet, mobile plans, and a one-time home office reimbursement