Engage with inbound leads, using your licensing expertise to provide compliant information while connecting with empathy to understand each homeowner's circumstances
Serve as a single point of contact throughout the investment process – providing status updates, responding to questions, requesting documentation – while maintaining a high volume of daily calls
Coordinate with internal teams (processors, underwriters, etc.) to ensure efficient processes for homeowners
Manage your pipeline using Salesforce and Hometap's proprietary Hub, keeping applications up to date and communicating next steps to homeowners and internal stakeholders
Become an expert in Hometap's home equity investment (HEI) product and unique sales approach, actively participating in training and ongoing coaching
Meet and exceed monthly and quarterly sales goals
Stay current on the competitive landscape and collaborate with colleagues across originations, marketing, and legal to resolve questions and improve the homeowner experience

2+ years of mortgage lending or loan origination experience with an active NMLS license in good standing
Track record of meeting or exceeding sales targets
Excellent written and verbal communication skills with strong attention to detail
Technical aptitude to master internal tools; Salesforce experience is a plus
Ability to thrive in a fast-paced environment and adapt quickly to changing priorities
Strong ethical judgment and commitment to regulatory compliance
A collaborative, team-oriented approach

Licensed Sales Consultant

Key skills