Account Coordinator

AboutAs a Sales Account Coordinator, you'll be the friendly voice that homeowners hear when they inquire about our products or check on their applications. Your role is crucial in creating a positive first impression at Point. Here’s what you can expect:Engage with Prospects: Make 300+ outbound calls daily to warm leads and schedule calls for interested homeowners to connect with Account Management.Field Inquiries: Respond promptly to inbound calls, chats, texts, and other communications from customers.Educate Homeowners: Clearly explain Point’s products, application processes, and pricing to prospective clients.Support Customers: Address questions, concerns, and feedback while providing updates on application statuses and underwriting requests.Collaborate: Work with other team members to create workflows, SOPs, and training materials to enhance efficiency.Facilitate Training: Help onboard new hires by being a point of contact during shadowing sessions.Data Management: Maintain accurate records for team dashboards and audit Account Manager calls as a QA backup.You AreCommunicative: You effectively convey Point’s mission and products with professionalism and clarity.Creative Thinker: You approach challenges with innovative solutions, even when there isn’t a clear playbook.Empathetic: You understand homeowners’ perspectives and take pride in delivering memorable experiences.Self-Starter: You proactively manage your workload and thrive in dynamic environments.Adaptable: You quickly grasp new processes and enjoy contributing to business growth through new initiatives.Team Player: You maintain high-quality work standards in a fast-paced environment, bringing energy and positivity to your team.You Should HaveRequired2+ years of customer service experience in financial servicesBachelor’s degree in business or a related fieldStrong written and verbal communication skillsProficiency in Google Suite, Slack, and SalesforcePreferred SkillsExperience working in a call centerProven success in a customer-facing roleFamiliarity with mortgage or HELOC products