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Home Equity Officer
Home Equity OfficerUnlock Technologies • Tempe, Arizona, USA
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Home Equity Officer

Home Equity Officer

Unlock Technologies • Tempe, Arizona, USA
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  • serp_jobs.job_card.full_time
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About Unlock

Unlocks mission is to unleash the power of home equity to enrich peoples lives. We do this through a financial solution called a Home Equity Agreement or HEA an entirely new way to access and utilize home equity. Were not a lender so there are no interest charges or monthly payments and homeowners with poor credit or high levels of debt can still qualify. Were beyond passionate about helping our customers build greater financial resiliency. We are mission driven consumer centric and our products are designed for the way homeowners want to live their lives today - with flexibility and control.

About the role

The Home Equity Officer (HEO) is a critical member of the Unlock team. As first point of contact for our customers the HEO must effectively and compassionately help our customers navigate our products and services as subject matter experts. The role requires our HEOs to expertly understand the sales process while delivering compassionate support and guidance through our system. HEOs are required to function with a great deal of diligence clarity compassion and sales acumen in order to drive customer engagement and experience while fostering consumer loyalty.

What youll do

  • Effectively manage individual lead database pipeline according to the company lead contact

standards.

  • Receive and manage both inbound and outbound calls from our existing customers and lead sources.
  • Deliver persuasive consultation and inform customers on new products services and policies.
  • Collaborate with colleagues to improve customer service and outcomes.
  • Effectively manages CRM flow and uses systems optimally to support our customers and team members.
  • Effectively troubleshoots concerns and solves issues with an emphasis on sales principles and outcomes.
  • Achieve monthly sales target.
  • Strong organization skills accurate and detail-oriented.
  • What were looking for

  • Minimum 2 years of continuous employment.
  • 2 years of sales experience preferred.
  • Mortgage origination experience or high-volume financial call center experience preferred.
  • Strong PC skills including working knowledge of the Microsoft environment and the ability to access manipulate organize and relay information in a meaningful way.
  • Relevant CRM experience.
  • Demonstrated ability to effectively multitask various customer channels and professionally manage workflow.
  • Ability to work in a fast-paced collaborative team environment.
  • Minimum education requirement : High school diploma or GED equivalent required
  • Must hold a current Mortgage Loan Originator (MLO) license or have maintained an active MLO
  • license within the preceding 12 months

  • Unlock will conduct credit check as part of the hiring process guidelines under Fair Credit Reporting Act
  • Department hours : Monday - Friday 9 : 30am - 6 : 00pm
  • Hybrid role : must be able to work onsite at our Tempe AZ office Monday - Thursday and work from home on Fridays
  • Start date for this position is February 2 2026
  • What we offer

  • Base pay rate of $25.00 - $36.00 per hour depending on experience and licenses
  • Monthly incentives based on performance
  • 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
  • Unlock is an equal opportunity employer. We evaluate qualified applicants without regards to race color religion national origin age sex marital status ancestry physical or mental disability veteran status sexual orientation gender identity or other protected status under all applicable laws regulations and ordinances.

    Required Experience :

    Unclear Seniority

    Key Skills

    Automation Testing,Bid,Brand Marketing,Business Objects,Inventory Management

    Employment Type : Hourly

    Experience : years

    Vacancy : 1

    Hourly Salary Salary : 25 - 36

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    Equity • Tempe, Arizona, USA

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