Homeowner Advisor (Fintech)

TL;DR

Homeowner Advisor (Fintech): Educating homeowners on Home Equity Investment products and guiding them from inquiry to funding with an accent on outbound sales and trust-building. Focus on managing a high-volume sales pipeline, explaining complex financial terms, and ensuring compliance with mortgage industry best practices.

Location: Hybrid; Must be based in San Diego (office attendance Tuesday through Thursday)

Salary: OTE $122,000 per year ($50,000 base + uncapped commissions)

Company

A fintech startup revolutionizing the real estate industry by helping homeowners access equity without the burden of monthly payments.

What you will do

• Educate homeowners on Home Equity Investment terms and how they differ from traditional financing options.
• Manage a homeowner pipeline from initial inquiry through to closing, ensuring a smooth transaction experience.
• Conduct outbound calls to build rapport and guide homeowners through the funding process.
• Collaborate with Processors and team members to achieve overall company goals.
• Utilize Salesforce and other tech tools to track homeowner statuses and manage data.
• Ensure all interactions align with company policies and mortgage industry best practices.

Requirements

• Active NMLS license required.
• 2+ years of experience in mortgage or real estate sales.
• Ability to work from the San Diego office Tuesday to Thursday.
• Experience using robust CRM tools such as Salesforce.
• Proven experience managing an inbound sales pipeline.
• Strong communication skills, including active listening and empathy.

Culture & Benefits

• OneTeam Culture focused on transparency, innovation, and inclusivity.
• Comprehensive healthcare plans for employees and families available from day one.
• Flexible PTO and a generous parental leave policy.
• Monthly cell and internet stipends.
• Access to any WeWork location.