The ideal candidate will possess strong sales, interpersonal and organizational skills. They should be comfortable with multitasking and be able to budget their resources in order to meet the assigned quotas for their role.
Your Role on the Team (Role Overview
- Serve as the first point of contact for prospective homeowners, cultivating a strong sales pipeline by managing inquiries across phone, email, chat, and social media
- Educate and guide homeowners through Point's products, pricing, and application process, serving as a trusted advisor throughout their home equity journey
- Deliver exceptional customer support by addressing inquiries, providing timely application updates, coordinating underwriting requirements, and ensuring homeowners remain engaged throughout the process
- Proactively manage a portfolio of prospective customers by qualifying opportunities, nurturing relationships, and ensuring seamless handoffs to Account Managers at the appropriate stage of the sales process
- Maintain a high standard of responsiveness and accessibility to reduce friction, enhance the customer experience, and drive timely progression through the application lifecycle
- Partner with cross-functional teams on pilot programs, process improvements, and customer engagement initiatives that increase conversion while maintaining a customer-first approach
- Spend the majority of your time engaging directly with homeowners through phone and email, balancing operational efficiency with personalized, consultative service
Requirements:
- 2+ years of experience in sales, account management, customer success, or high-touch customer support, preferably within financial services, mortgage, banking, lending, or fintech environments
- Excellent verbal and written communication skills with the ability to build trust, educate customers, and confidently guide them through important financial decisions across phone, email, and chat
- Strong organizational and time management skills with the ability to manage multiple customer interactions while maintaining pipeline momentum and service quality
- Experience using CRM platforms (Salesforce or alike is required) and productivity tools such as Google Workspace and Slack
- Customer-focused problem solver who can navigate objections, resolve complex situations, and identify solutions that create positive customer outcomes
- Collaborative and adaptable team player with resilience, empathy, and a strong commitment to delivering an outstanding customer experience
- Self-motivated professional with a growth mindset who consistently achieves performance goals while maintaining a high standard of customer care
