Effectively manage an individual lead database and pipeline according to company contact standards.
Conduct high-volume outbound calls and handle inbound inquiries via phone, email, and live chat to engage prospective homeowners and provide prompt, professional support.
Support the sales team by managing document collection through phone, text, email, and CX portal requests, ensuring a seamless and efficient process.
Deliver compelling introductions to Unlock’s HEA product, clearly explaining its benefits compared to traditional home equity loans.
Qualify leads by assessing homeowner needs, financial situations, and readiness to engage further in the sales process.
Schedule appointments for senior sales consultants, ensuring a smooth transition of qualified leads.
Maintain detailed and accurate records of all homeowner interactions within the CRM system.
Collaborate with sales consultants and marketing teams to refine sales strategies and improve homeowner acquisition efforts.
Meet or exceed monthly performance targets related to call volume, lead conversion, and appointment setting.
Continuously improve knowledge of Unlock’s products, market trends, and competitors to effectively position HEA solutions.

High school diploma or equivalent required.
1+ years experience in sales, customer support, or a similar role involving high-volume customer interactions.
Strong communication skills, both verbal and written, with the ability to engage and persuade.
Proficiency in CRM systems and Microsoft Office Suite.
Ability to manage multiple tasks simultaneously in a fast-paced environment.
Previous experience in financial services, mortgage, or real estate industries is preferred.
Familiarity with home equity products is a plus.

Pay rate of $24.50 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

Homeowner Support Representative

Key skills