Account Manager

Summary

Join our team as an Account Manager, where you will play a key role in generating revenue and ensuring a positive homeowner experience.

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

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

Benefits

• Generous health benefits
• We provide medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA)
• Unlimited paid time off
• Recharge with unlimited paid time off and 10 company holidays
• Flexible remote & onsite work
• Our 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 leave
• Point 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 wellness
• We 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 benefits
• We provide monthly stipends for internet, mobile plans, and a one-time home office reimbursement