Educate homeowners about Home Equity Investment terms and address their questions.
Manage a pipeline of homeowners through the transaction process, ensuring efficiency.
Utilize a comprehensive tech stack to track homeowner statuses and interactions.
Splitero helps homeowners access their home equity without monthly payments. They foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued.
Own pipeline from initial review through final approval, maintaining a consistent daily review cadence and meeting quality standards.
Identify the right conditions for each file, communicating the reasoning clearly to processors and homeowners.
Ensure property title is free of restrictions and identify specific conditions needed to cure any title issues.
Splitero helps homeowners access their home equity without monthly payments, offering a modern alternative to traditional financing. They foster a culture of transparency, innovation, and inclusivity, valuing every team member's voice and promoting growth as a team and as individuals.
Assist Senior Loan Processors in gathering and organizing loan file information.
Make timely follow-up calls to quickly compile accurate file information.
Work with vendors, title companies, and banks to gather necessary loan file information.
Cascade Financial Services is a trusted lender in Attainable Housing, helping families realize the dream of home ownership through tailored mortgage loan solutions. Since 1999, they've grown leveraging automation and skilled professionals.
Close the Deal: Use your sales skills to influence and move prospects through the loan application and close the sale within 1–2 calls.
Own Your Pipeline: Manage up to 20 active transactions at various stages, ensuring no lead falls through the cracks.
Direct Selling: Identify customer pain points (medical debt, home repairs, etc.) and articulate how our best-in-class loan product provides the solution.
Achieve is a leading digital personal finance company helping everyday people move from struggling to thriving by providing innovative, personalized financial solutions. They have over 2,500 employees mainly in hybrid jobs with some remote opportunities available across the United States with hubs in Arizona, California, and Texas.