Real Estate Broker/Home Equity Specialist
Job Description
Job Description
Our premier client is seeking a licensed California Real Estate Broker to offer our client's Home Equity Cashout (HEC), a/k/a Home Equity Investment. HEC is a unique product that allows homeowners to raise cash by tapping into the equity in their homes, without the burden of monthly loan payments or added debt. As a Home Equity Specialist, you’ll be fielding inquiries from our client's multi-channel marketing platform, cross-selling HEC to leads in other product areas, and guiding applicants all the way through the funding process. The ideal candidate is one who can effectively educate consumers on the benefits of a new financial solution; can follow a consultative and compliant sales process; and has a strong drive to help consumers achieve their financial goals.
Key Responsibilities
- Engage consumers who have inquired about financial solutions and inform them of this exciting new cash option
- Expertly describe the HEC’s terms, benefits, and cash out options to individuals who may have limited-or-no prior knowledge of the product
- Maximize conversion from lead to application, acceptance, approval, and ultimate funding
- Manage inbound leads and cross-sell opportunities through proactive outreach and prompt responsiveness
- Develop and maintain a consistent pipeline of HEC applicants
- Guide each individual through the application process while delivering timely updates, providing clear direction, setting appropriate expectations, and fielding questions and concerns
- Demonstrate empathy and rapport-building while uncovering consumer financial goals, offering solutions, and communicating at all application touchpoints
- Collaborate with members of cross-departmental teams to provide exceptional service to our customers
- Demonstrate a desire for continuous improvement through ongoing coaching and training
- Ensure all transactions adhere to compliance standards
- Meet or exceed daily metrics and monthly targets while setting our customers up for success
Requirements
- Real Estate Broker license through the California Department of Real Estate is required
- Bachelor’s degree
- Recent experience as a Mortgage Loan Officer or similar role is a plus, but not required
- Strong business acumen and professionalism
- Excellent verbal and written communication skills
- High energy, competitive, passionate, and motivated to be #1
- Ability to thrive in a fast-paced environment
- Capability to think critically and analyze risk
- Ability to work independently and as part of a team
- Strong analytical, problem-solving, and decision-making abilities.
Company DescriptionWe’re Infinia Search. We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.
Company Description
We’re Infinia Search. We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.