Homeowner Equity Coordinator
Unlock Technologies
$24 / hour
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Description
About Unlock
Unlock’s mission is to unleash the power of home equity to enrich people’s lives. We do this through a financial solution called a Home Equity Agreement or HEA, an entirely new way to access and utilize home equity. We’re not a lender, so there are no interest charges or monthly payments and homeowners with poor credit or high levels of debt can still qualify. We're beyond passionate about helping our customers build greater financial resiliency. We are mission driven, consumer centric and our products are designed for the way homeowners want to live their lives today - with flexibility and control.
About the role
The Home Equity Coordinator (HEC) supports the sales team by managing the documentation collection and homeowner communication required to move HEAs through the sales pipeline to funding. This role acts as the operational bridge between sales, processing, and the homeowner. The HEC is responsible for collecting required documentation, coordinating with the processing team to ensure requirements are met, working with the sales team to prioritize files and providing homeowners with status updates throughout the process. This role assists in managing the active pipelines of multiple Home Equity Officers (HEOs) and ensures transactions progress efficiently, accurately, and with a high level of customer service
What you'll do
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- Manage and track the active transaction pipelines for multiple HEOs to ensure agreements progress efficiently toward completion.
- Collect, organize, and review homeowner documentation required to complete home equity agreements.
- Coordinate with the processing team to understand documentation requirements and ensure all required materials are submitted accurately and on time.
- Serve as a primary point of contact for homeowners during the transaction process, handling inbound calls and emails regarding status, documentation, and next steps.
- Provide homeowners with timely updates and clear communication regarding their transaction status.
- Maintain accurate transaction records, notes, and documentation within CRM and internal systems.
- Identify missing documentation or potential delays and proactively follow up with homeowners, HEOs, or internal teams.
- Communicate updates, issues, or transaction risks to the appropriate HEOs.
What we're looking for
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- 1 year of Customer Service, Sales or Operations experience in mortgage, real estate, lending, financial services, or transaction coordination roles
- Strong and accurate analytical sense and ability to communicate effectively
- PC skills including working knowledge of the Microsoft environment and the ability to access, manipulate, organize and relay information in a meaningful way
- Demonstrated ability to build and maintain relationships with internal and external stakeholders
- Ability to work in a fast-paced team environment
- Strong organizational skills with the ability to manage multiple transactions simultaneously
- Excellent customer service and communication skills
- Must have experience with AI tools
- THIS ROLE IS REMOTE, BUT APPLICANTS MUST LIVE IN ARIZONA AND BE ABLE TO ATTEND EVENTS IN OFFICE
What we offer
- Pay rate of $24.00 per hour
- Discretionary time off for rest and recharge
- Comprehensive health plans covering medical, dental, and vision, fully funded by us
- 4% employer match to your 401(k) contributions
Unlock is an equal opportunity employer. We evaluate qualified applicants without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, gender identity or other protected status under all applicable laws, regulations, and ordinances.
Benefits
- Pay rate of $24.00 per hour
- Discretionary time off for rest and recharge
- Comprehensive health plans covering medical, dental, and vision, fully funded by us
- 4% employer match to your 401(k) contributions
About this role
Unlock Technologies is building a financial product that lets homeowners tap into home equity without traditional lending constraints, and this role sits at the operational heart of that mission. As a Homeowner Equity Coordinator in Phoenix, you'd manage the documentation and communication pipeline that moves agreements from sales through to funding—essentially acting as the connective tissue between sales teams, processing, and homeowners. You'll track multiple transactions simultaneously, collect and organize required documents, coordinate with internal teams on requirements, and serve as the main point of contact keeping homeowners informed and on track.
This is a hybrid position that requires Arizona residency and occasional in-office attendance for events. The role demands someone with at least a year of experience in customer service, sales, operations, or transaction coordination within mortgage, real estate, lending, or financial services. You'll need strong organizational skills to juggle multiple files, solid PC proficiency with Microsoft tools, the ability to communicate clearly with both internal stakeholders and external customers, and experience working with AI tools. The pay is $24 per hour with discretionary time off, fully funded health coverage, and a 4% 401(k) match.
How this employer is doing
solid
- Expanding
In the news
Unlock Technologies Expands, Extends Home Equity Agreements to Alabama, Yahoo Finance
This role's local market on JobMinglr
Pay for this role
$24 per hour
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