New Investment Sales Lead (Home Equity)

Homeowner Engagement & Sales:

• Engage with inbound leads - homeowners exploring an HEI - and guide them from initial inquiry through signed agreement.
• Make a high volume of outbound calls daily to connect with prospective homeowners in your pipeline.
• Educate homeowners on Truehold Financial's HEI product: how it works, how it compares to alternatives.

Pipeline & Process Management:

• Manage your pipeline in Salesforce - document every activity, keep deal stages current, and flag stalled files proactively.
• Provide regular, proactive status updates to homeowners via phone, email, and text.
• Coordinate with internal processors and underwriters to keep applications moving and resolve bottlenecks quickly.

Market Knowledge & Team Collaboration:

• Develop a thorough understanding of the HEI product, including underwriting guidelines and eligibility criteria.
• Stay current on the competitive landscape and know how to position Truehold Financial's offering.
• Collaborate cross-functionally with originations, marketing, and legal to support a high-quality homeowner experience.