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).
Requirements
- 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.
Benefits
- Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
- Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
- Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.
- Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay.
- Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.
- Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
- Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement.
