Account Coordinator

About

As a Sales Account Coordinator, youll be the friendly voice that homeowners hear when they inquire about our products or check on their applications. Your role is crucial in creating a positive first impression at Point. Here’s what you can expect:

• Engage with Prospects: Make 300+ outbound calls daily to warm leads and schedule calls for interested homeowners to connect with Account Management.
• Field Inquiries: Respond promptly to inbound calls, chats, texts, and other communications from customers.
• Educate Homeowners: Clearly explain Point’s products, application processes, and pricing to prospective clients.
• Support Customers: Address questions, concerns, and feedback while providing updates on application statuses and underwriting requests.
• Collaborate: Work with other team members to create workflows, SOPs, and training materials to enhance efficiency.
• Facilitate Training: Help onboard new hires by being a point of contact during shadowing sessions.
• Data Management: Maintain accurate records for team dashboards and audit Account Manager calls as a QA backup.
  
  

• Communicative: You effectively convey Point’s mission and products with professionalism and clarity.
• Creative Thinker: You approach challenges with innovative solutions, even when there isn’t a clear playbook.
• Empathetic: You understand homeowners’ perspectives and take pride in delivering memorable experiences.
• Self-Starter: You proactively manage your workload and thrive in dynamic environments.
• Adaptable: You quickly grasp new processes and enjoy contributing to business growth through new initiatives.
• Team Player: You maintain high-quality work standards in a fast-paced environment, bringing energy and positivity to your team.
  
  

• 2+ years of customer service experience in financial services
• Bachelor’s degree in business or a related field
• Strong written and verbal communication skills
• Proficiency in Google Suite, Slack, and Salesforce
  
  

• Experience working in a call center
• Proven success in a customer-facing role
• Familiarity with mortgage or HELOC products