Homeowner Advisor

Responsibilities Educate homeowners about Splitero's Home Equity Investment by explaining our terms and how it differs from traditional financing options. Respond to homeowner questions, listen to their needs and concerns, and provide accurate information. Manage a pipeline of multiple homeowners through the entire transaction process, from initial inquiry to closing, ensuring a smooth and efficient experience. Work collaboratively with Processors and other team members, contributing to a team-oriented environment and supporting the overall goals of Splitero. Utilize a comprehensive tech stack to track homeowner statuses and interactions, collaborate with team members, and manage homeowner data. Ensure all interactions and transactions align with Splitero’s policies and procedures and mortgage industry best practices. Requirements Ability to work Tuesday to Thursday in our San Diego office and the remaining days working remotely 2+ years of experience in mortgage or real estate sales Active NMLS license required Experience using robust CRM tools such as Salesforce Experience managing an inbound sales pipeline Enthusiasm to support the financial well-being of homeowners Homeowner experience mindset Communication skills that go beyond the basics, including active listening, understanding homeowner needs and responding appropriately, staying composed under pressure, and communicating with empathy The ability to communicate complex information in a straightforward, easy-to-understand manner A true self-starter with a high level of initiative and self-motivation, determination to achieve goals A robust sense of self-confidence, self-worth, and professional demeanor that allows you to engage with homeowners and teammates effectively Ability to build rapport and maintain strong relationships, both with homeowners and teammates Strong sales aptitude: the ability to engage with and guide homeowners throughout the process, adapt your approach, follow up as needed, and inspire them to make informed decisions that align with their financial goals. Incredible attention to detail, ensuring accuracy and thoroughness in every aspect of your work Approaching challenges with an optimistic mindset and infectious positivity, seeing opportunities where others see obstacles Ability to handle sensitive information with the highest degree of integrity and confidentiality. Adaptability: Flexibility and resilience in adapting to the fast-paced and evolving nature of a startup environment Team-Oriented: Prioritizes collaboration, inclusivity, and teammate support Desire to participate in fast-paced, early-stage startup Hard Skills Mortgage Sales Real Estate Sales Pipeline Management CRM Tools Transaction Process Management Homeowner Education Attention to Detail Compliance with Policies Data Management Sales Aptitude Soft Skills Active Listening Empathy Self-Motivation Relationship Building Adaptability Certifications & Qualifications Active NMLS License #J-18808-Ljbffr Jobtailor