Account Manager

🔥 0 minutes ago

Where this job comes from

Posted on Point Digital Finance, Inc.'s careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of Point Digital Finance, Inc.

Point Digital Finance, Inc.

11 - 50 employees

Founded 2021

💸 Finance

🏠 Real Estate

💳 Fintech

Finance • Real Estate • Fintech

Point Digital Finance, Inc. is a company offering innovative solutions for home equity investment, catering to homeowners across the United States. Founded in 2015, Point provides financial inclusion by allowing homeowners to unlock the value of their home equity with a unique Home Equity Investment (HEI) product. Unlike traditional loans, Point's HEI involves no monthly payments and has flexible credit requirements, making home equity access more attainable. The company partners with homeowners, offering a lump sum in exchange for a share in the home's future appreciation, without impacting the owner's control over their property. Point also offers a SEED down payment investment to assist future homeowners with their down payments.

📋 Description

• Maximize conversion from marketing-qualified leads to funding while delivering an excellent homeowner experience • Manage and prioritize a large, warm pipeline using Salesforce and qualification criteria • Run high-volume call blocks, uncover homeowners’ goals, tailor financing options, and drive funding decisions • Participate in role-plays, call reviews, coaching, and performance improvement • Plan the workday, track performance, test tactics, and iterate based on results • Collaborate with Operations, Underwriting, and Customer Success for a smooth, compliant homeowner journey • Share frontline feedback to improve sales effectiveness and processes • Guide qualified homeowners in leveraging homeownership and Point’s home-equity solutions

🎯 Requirements

• At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold • Experience managing a customer pipeline and driving deals to close • Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required • Comfortable using G Suite tools (Gmail, Calendar, etc.) • Familiarity with U.S. real estate or mortgage processing is helpful but not required • Strong computer skills and attention to detail • Excellent communication skills and adaptability to change • Must be able to travel for two mandatory onsite events per year • Must have a home office and be able to operate in a space without outside distraction • Must obtain and maintain a Mortgage Loan Originator (MLO) license under the SAFE Act and Regulation Z within 60 days of the start date and keep it in good standing • Required NMLS registration includes a criminal background and credit check • Must reside in one of Point’s states of operation: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI • A bachelor’s degree in Finance, Business, or a related field is preferred but not required

🏖️ Benefits

• Comprehensive medical, dental, and vision plans • Flexible spending accounts (FSA) and health savings accounts (HSA) • Unlimited paid time off • 10 company holidays • Fully remote work option • Fully paid parental leave • Four weeks of fully paid transition time • Meaningful equity • 401K retirement plan • Guaranteed life insurance • Short- and long-term disability coverage • Monthly internet stipends • Monthly mobile plan stipends • Wellness perks • One-time home office reimbursement • Company-provided MacBook and monitor • $1,500 monthly commission guarantee for the first 3 months • Uncapped commission • Point covers all costs associated with obtaining the MLO license • Weekly coaching and advancement opportunities

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