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The Home Equity Sales Consultant engages with homeowners considering Hometap investments, educating them and guiding them through the application process. This role involves high volume calling, collaboration with internal teams, utilizing CRM tools, and aiming to meet sales goals while providing excellent customer experience.
As an Account Executive at Hometap, you will engage with homeowners interested in home equity investments, guiding them through the application process and acting as their primary contact. You will make numerous calls to prospective homeowners, provide ongoing communication and updates, and work collaboratively with internal teams to ensure a smooth process. Your focus will be on achieving and exceeding sales goals while educating customers about Hometap's financial products.
As a Licensing & Exam Specialist, you'll oversee the acquisition and renewal of state regulatory licenses, manage exam processes, ensure compliance with regulations, and coordinate with multiple departments. Your role involves maintaining precise records, monitoring application statuses, and training stakeholders on compliance matters.