Account Manager

About Unlock

Unlocks mission is to unleash the power of home equity to enrich peoples 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. Were 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. Were 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.

About the role

Unlock Technologies is seeking a Sales Representative (internally titled Home Equity Consultant or HEC). The HEC is a critical member of the Unlock team. As first point of contact for our customers the HEC must effectively and compassionately help our customers navigate our products and services as subject matter experts. The role requires our HECs to expertly understand the sales process while delivering compassionate support and guidance through our system. HECs 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.

What youll do

• 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 detailoriented.

What were looking for

• Minimum 5 years of continuous employment.
• Mortgage origination experience or highvolume 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 fastpaced collaborative team environment.
• MLO license is preferred.
• Must be able to work onsite at our Tempe AZ office Monday Friday 9:30am 6:00pm.
• Start date for this position is May 19 2025.

What we offer

• Base pay rate of $25 per hour
• Monthly incentives based on performance
• Discretionary time off for rest and recharge
• Comprehensive health plans covering medical dental and vision fully funded by us
• 4 employer match to your 401(k) contributions

Unlock is an equal opportunity employer. We evaluate qualified applicants without regards to race color religion national origin age sex marital status ancestry physical or mental disability veteran status sexual orientation gender identity or other protected status under all applicable laws regulations and ordinances.