Homeowner Equity Coordinator

Unlock; Phoenix (AZ); Remote; USD 33,000 - 39,000; Full time

Benefits offered by this job

Discretionary time off

Health plans covering medical, dental,

Vision coverage priced by employer

Job summary

Unlock is seeking a Home Equity Coordinator to move HEAs through the sales pipeline by collecting documentation, coordinating with processing, and updating homeowners on status. You will bridge sales, processing, and homeowners, ensuring timely, accurate document handling and strong customer service across multiple files.

Ideal candidates have 1 year of customer service or operations experience in mortgage or real estate, strong organizational skills, comfort with AI tools, and the ability to

Qualifications

• 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 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

Responsibilities

• 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.

Skills

Customer Service/Operations experience

Communication skills

AI tools experience

Organizational skills

Mortgage/Real estate familiarity

Job 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

• 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

• 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.