Home Equity Officer

About the role

The Home Equity Officer (HEO) is a critical member of the Unlock team. As first point of contact for our customers, the HEO must effectively and compassionately help our customers navigate our products and services, as subject matter experts. The role requires our HEOs to expertly understand the sales process while delivering compassionate support and guidance through our system. HEOs are required to function with a great deal of diligence, clarity, compassion and sales acumen in order to drive customer engagement and experience while fostering consumer loyalty.

Responsibilities

• Effectively manage individual lead database pipeline according to the company lead contact
• standards.
• Receive and manage both inbound and outbound calls from our existing customers and lead sources.
• Deliver persuasive consultation and inform customers on new products, services and policies.
• Collaborate with colleagues to improve customer service and outcomes.
• Effectively manages CRM flow and uses systems optimally to support our customers and team members.
• Effectively troubleshoots concerns and solves issues with an emphasis on sales principles and outcomes.
• Achieve monthly sales target.
• Strong organization skills, accurate, and detail-oriented.

Requirements

• Must hold a current Mortgage Loan Originator (MLO) license.
• Minimum 2 years of continuous employment.
• 2 years of sales experience preferred.
• Mortgage origination experience or high-volume financial call center experience preferred.
• Strong PC skills including working knowledge of the Microsoft environment and the ability to access, manipulate, organize and relay information in a meaningful way.
• Relevant CRM experience.
• Demonstrated ability to effectively multitask various customer channels and professionally manage workflow.
• Ability to work in a fast-paced, collaborative team environment.
• Minimum education requirement: High school diploma or GED equivalent required.
• Unlock will conduct credit check as part of the hiring process, guidelines under Fair Credit Reporting Act.
• Department hours: Monday - Friday, 9:30am - 6:00pm
• Hybrid role: must be able to work onsite at our Tempe, AZ office Monday - Thursday and work from home on Fridays
• Start date for this position will be in March 2026 (exact date TBD)

Benefits

Additional Information

About Unlock Unlock's mission is to unleash the power of home equity to enrich people's lives. We do this through a financial solution called a Home Equity Agreement or HEA, an entirely new way to access and utilize home equity. We're not a lender, so there are no interest charges or monthly payments and homeowners with poor credit or high levels of debt can still qualify. We're beyond passionate about helping our customers build greater financial resiliency. We are mission driven, consumer centric and our products are designed for the way homeowners want to live their lives today - with flexibility and control.

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