Build and maintain relationships with real estate agents, wealth managers, and advisors who serve potential cash-out clients
Educate partners on how Cedar’s model enables equity release through a ground lease conversion
Develop and deliver training materials, presentations, and guides for partner use
Track and manage a pipeline of homeowner leads generated through partner channels
Coordinate with underwriting and transaction management teams to ensure accurate pricing and timely documentation
Support partners through each stage of the transaction process to ensure a smooth client experience
Collaborate with marketing to produce consumer-facing education materials, tools, and calculators
Provide input on messaging and content to help explain the Cash-Out program in clear, accessible terms
Represent Cedar in educational webinars, workshops, and events to drive awareness
Work closely with internal teams to streamline processes and improve partner experience
Gather feedback from the field to inform product development and marketing strategy
Contribute insights to improve Cedar’s cash-out workflows, materials, and overall adoption

5+ years of experience in residential real estate, mortgage, or financial services
Strong understanding of real estate transaction mechanics and agent workflows
Understanding of real estate compliance laws and regulations across multiple states
Experience working with agents, advisors, or homeowners on property-related products
Excellent communication, presentation, and relationship management skills
Familiarity with property valuations, title, and escrow processes
Highly organized with strong attention to detail and follow-up discipline
Self-starter who thrives in a fast-paced, cross-functional environment
Passionate about housing innovation and creating more flexible paths to financial stability

Cash-Out Product Specialist

Key skills