Homeowner Equity Coordinator

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

The HomeEquityCoordinator(HEC)supports the sales team by managing the documentationcollectionandhomeownercommunicationto moveHEAsthrough the sales pipeline to funding. This role acts as the operational bridge between sales processingand the homeowner.TheHECis responsible forcollecting required documentation coordinating with the processing team to ensure requirements are metworking with the sales team to prioritizefilesand providing homeowners with status updates throughout the process. This roleassistsinmanagingthe active pipelines of multipleHome Equity Officers (HEOs)and ensures transactions progress efficiently accurately and witha high levelof customer service

What youll do

• • Manage and track the active transaction pipelines for multipleHEOsto ensure agreements progress efficiently towardcompletion.
  • Collect organize and review homeowner documentationrequiredto complete home equity agreements.
  • Coordinate with the processing team to understand documentation requirements and ensure all required materials aresubmittedaccurately and on time.
  • Serve as a primary point of contact for homeowners during the transaction process handling inbound calls and emailsregardingstatus documentation and next steps.
  • Provide homeowners withtimelyupdates and clear communicationregardingtheir transaction status.
  • Maintainaccuratetransaction records notes and documentation within CRM and internal systems.
  • Identifymissing documentation or potential delays and proactively follow up with homeownersHEOs or internal teams.
  • Communicate updates issues or transaction risks to theappropriateHEOs.

What were looking for

• • 1 years of Customer Service Sales or Operations experience in mortgage real estate lending financial services or transaction coordination roles
  • Strong andaccurateanalytical sense and ability to communicate effectively
  • PC skills including working knowledge of the Microsoft environment and the ability to access manipulateorganizeand relay information in a meaningful way
  • Demonstrated ability to build andmaintainrelationships with internal and external stakeholders
  • Ability to work in a fast-paced team environment
  • Strong organizational skills with the ability to manage multiple transactions simultaneously
  • Excellent customer service and communicationskills
  • Must have experience with AI tools
  • THIS ROLE IS HYBRID IN OFFICE 4 DAYS A WEEK

What we offer

• Pay rate of $24.00 per hour
• 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.