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 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 manag ing 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