Job Description
****Hybrid schedule (at least 1 day a week in office) Office Location 1180 North Town Center Drive (Canyons Center in Summerlin) suite 1075.*** About Point ✨ Real Impact, Real People: Our mission at Point is to make homeownership 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, WestCap, 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 20,000+ customers. ✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area. ✨ 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. About the role 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. Your responsibilities 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. About you MLO License: Active Mortgage Loan Originator license is preferred. 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