Account Manager

This is a fully remote position, open to applicants in Alabama, +29 more states.

📋 Description

• Optimize the conversion rate from marketing-qualified leads to funding while ensuring an outstanding experience for homeowners.

• Oversee and prioritize a substantial, warm pipeline utilizing Salesforce and defined qualification criteria.

• Conduct high-volume call sessions to identify homeowners’ objectives, customize financing solutions, and facilitate funding decisions.

• Engage in role-playing, call evaluations, coaching, and performance enhancement activities.

• Organize daily tasks, monitor performance, experiment with strategies, and refine approaches based on outcomes.

• Collaborate with Operations, Underwriting, and Customer Success to ensure a seamless and compliant journey for homeowners.

• Provide frontline insights to enhance sales efficiency and processes.

• Assist qualified homeowners in utilizing homeownership and Point’s home-equity solutions.

⛳️ Requirements

• A minimum of 1 year of phone sales experience in financial services or a related sector, including experience in closing sales on the product offered.

• Proven experience in managing a customer pipeline and successfully closing deals.

• Ability to register as a Mortgage Loan Originator (MLO) with the NMLS shortly after employment; multi-state licensing may be necessary.

• Proficiency in using G Suite tools (Gmail, Calendar, etc.).

• Knowledge of U.S. real estate or mortgage processing is advantageous but not mandatory.

• Strong computer skills and meticulous attention to detail.

• Exceptional communication abilities and flexibility in adapting to change.

• Must be available for two mandatory onsite events each year.

• Must maintain a home office that allows for work without external distractions.

• Must secure and uphold a Mortgage Loan Originator (MLO) license under the SAFE Act and Regulation Z within 60 days of employment and maintain it in good standing.

• Required NMLS registration entails a criminal background check and credit evaluation.

• Must reside in one of Point’s operational states: 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 discipline is preferred but not essential.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance 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 participation.

• 401K retirement savings plan.

• Guaranteed life insurance coverage.

• Short-term and long-term disability insurance.

• Monthly stipends for internet and mobile plans.

• Wellness benefits.

• One-time reimbursement for setting up a home office.

• Company-provided MacBook and monitor.

• $1,500 monthly commission guarantee for the initial 3 months.

• Uncapped commission potential.

• Point covers all expenses related to obtaining the MLO license.

• Weekly coaching sessions and opportunities for advancement.