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Account Manager (Mortgage Lending)

60 000$
Формат работы
remote (только USA)/hybrid
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Account Manager (Mortgage Lending): Managing a high-volume pipeline of qualified homeowners and guiding prospects from marketing-qualified lead to funding with an accent on consultative selling, mortgage financing, and compliant customer communication. Focus on optimizing lead-to-funding conversion, maintaining accurate Salesforce documentation, obtaining an MLO license, and collaborating with Operations, Underwriting, and Customer Success.

Location: Remote within hirify.global’s states of operation in the United States; candidates must reside in AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. Fully remote work is supported, with an optional in-person environment at the Palo Alto, California headquarters; select roles may require onsite work one day per week. Attendance at two mandatory onsite events per year is required.

Salary: $60,000 annual base salary, plus uncapped commission. Expected first-year OTE is approximately $90,000; a $1,500 monthly commission guarantee is provided for the first three months.

Company

hirify.global is a home equity fintech and proptech company helping homeowners access their home wealth and improve financial flexibility.

What you will do

  • Manage a large pipeline of warm inbound and outbound leads in Salesforce, segmenting and prioritizing prospects by readiness, engagement, and qualification.
  • Conduct high-volume call blocks, uncover homeowner goals, explain financing options, and guide qualified prospects toward funding decisions.
  • Maximize conversion from marketing-qualified lead to funding while maintaining timely follow-up, accurate documentation, and pipeline discipline.
  • Collaborate with Operations, Underwriting, and Customer Success to deliver a smooth and compliant homeowner journey.
  • Participate in role-plays, call reviews, coaching, KPI tracking, and testing new sales tactics to improve performance.

Requirements

  • At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold.
  • Experience managing a customer pipeline and driving deals to close.
  • Ability to obtain an MLO license within 60 days of starting and maintain it throughout employment under the SAFE Act and Regulation Z.
  • Successful completion of the required NMLS registration, including criminal background and credit checks.
  • Strong computer skills, attention to detail, proactive problem-solving, adaptability, and collaboration.
  • Excellent communication skills, empathy, organization, resilience, coachability, and willingness to continuously improve.
  • Ability to use G Suite tools and work in a home office without outside distractions.
  • Ability to travel for two mandatory onsite events per year.

Nice to have

  • Bachelor’s degree in Finance, Business, or a related field.
  • CRM experience, such as Salesforce.
  • Familiarity with U.S. real estate or mortgage processing.

Culture & Benefits

  • Remote-first culture with virtual collaboration, team gatherings, and optional access to the Palo Alto office.
  • Weekly coaching, clear performance metrics, recognition, and advancement opportunities.
  • Medical, dental, and vision insurance with FSA and HSA options.
  • Unlimited paid time off, 10 company holidays, and paid parental leave.
  • Equity, 401(k), life insurance, short- and long-term disability coverage, and monthly internet, mobile, and wellness stipends.
  • One-time home office reimbursement and company-provided equipment, including a MacBook and monitor.

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