Lending Specialist; Telesales

✨ Real Impact, Real People:
Our mission at Point is to make home ownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.

✨ Funding:
With over $175M raised from top investors like Andreessen Horowitz, West Cap, Greylock, and Prudential, we’re scaling fast! You have the opportunity to join us at a pivotal stage.

✨ Game-changing Product:
We're building a category defining company in home equity. We’ve earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers.

✨ Remote First Culture, Genuine Connection:
Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture.

Join our team as a Telesales Lending Specialist, where you will play a key role in generating revenue and ensuring a positive homeowner experience. You will manage and nurture a pipeline of warm leads (homeowners) through a structured sales process (heavy phone call volume). Continuously develop your skills in sales, customer service, pipeline management, and take on special tasks that contribute to the company's growth and profitability.

Manage & Nurture Warm Leads:
Handle a pipeline of warm homeowner leads through a structured sales process, with a high volume of outbound phone calls, ensuring compliance with industry regulations and company policies.

Conduct Consultative Sales Calls:
Complete pre-scheduled and proactive consultative calls to understand homeowner financial needs, assess fit for a Home Equity Investment, and clearly explain product details.

Drive Conversions:
Follow up with leads to encourage acceptance of initial estimates and final offers, aiming to move prospects forward through the funnel.

Provide Customer Support:
Answer homeowner questions regarding pricing and product details and connect them with the appropriate team member (e.g., Processor or Closer) when needed.

Ensure Compliance:
Stay current on all legal and regulatory requirements, maintaining high standards of compliance in every interaction.

Develop

Skills:


Actively participate in ongoing training, team meetings, and performance reviews to grow your sales, service, and pipeline management capabilities.

Support Special Projects:
Contribute to ad hoc sales initiatives and cross-functional tasks that support broader company goals.

MLO License:
Active Mortgage Loan Originator license is required.

3+ Years of Phone-Based Sales

Experience:


Ideal candidates will have experience making a high volume of calls daily and closing/converting prospects

Pipeline Management

Experience:


Ability to manage a large volume of leads, track progress, and ensure follow-through from initial contact to close.

Strong Communication

Skills:


Comfortable handling a high call volume, educating homeowners, and explaining complex financial products in simple terms.

Customer Focus:
Prioritizes prompt and respectful communication with customers, ensures a positive customer experience, and builds strong relationships through attentive and responsive service.

Financial/Real Estate Knowledge:
Familiarity with U.S. real estate and/or mortgage processes

Self-Starter:
Highly motivated, proactive, and goal-driven with the ability to work independently in a fast-paced environment.

Detail-Oriented:
Accuracy is critical when handling sensitive financial documents and customer information.

Flexible & Adaptable:
Thrives in a dynamic environment and embraces change with a solution-focused mindset.

Tech-Savvy:
Moderate to strong computer skills, including G-Suite (Gmail, Google Calendar, etc.); CRM experience (e.g., Salesforce) is a plus.

Coachability:
Receptive to feedback, actively applies guidance to improve performance and achieve goals.

This position requires that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the SAFE Act and Regulation Z. You must secure this license within 60 days of your start date and keep it in good standing throughout your employment. As part of the licensing process, you will be subject to the required…