Jobs at Point

• Process Analysis: Analyze current processes, identifying bottlenecks, inefficiencies, and areas of waste. Propose data-driven improvements that increase productivity and optimize workflows.
• Process Improvement Plans: Develop and execute detailed plans for process improvement, outlining necessary changes to workflows, systems, and team roles.

• Strategic Leadership: Define and execute operational strategies for the branch office that align with the company’s global goals. Collaborate closely with senior leadership to shape organizational policies and ensure the branch office is a key contributor to global performance.
• Management-Level Reporting: Serve as a strategic partner for the Chief Production Officer and ...

• Campaign Execution: Manage the day-to-day execution of growth marketing campaigns across Paid Search (SEM), Paid Social, Online Video, and other relevant channels. Ensure campaigns are properly configured and optimized for performance and ROI.
• Channel Optimization: Continuously test, analyze, and optimize campaign performance to improve...

• Analytics & reporting: Lead efforts to define KPIs, create dashboards, and measure the performance of the sales and customer experience teams. Enable teams to assess the effectiveness of tests and the overall impact of sales efforts.
• Performance Analysis: Analyze revenue data to identify trends, opportunities, and areas for im...

• Day-to-Day Team Support

Review and manage team calendars daily to ensure sales coverage.
Work with Account Managers to overcome complex homeowner scenarios.
Resolve homeowner complaints.

• Review and manage team calendars daily to ensure sales coverage.

• Review Home Equity Investment (HEI) applications and documentation in accordance with the company's underwriting guidelines.
• Request supporting documentation from homeowners.

• Complete file QC (Quality Control review), which includes reviewing Title Reports, Tax Certificates, US Mortgage Billing Statements, HOA Billing Statements, Payoff Statements, ALTA Settlement Statements, Vesting Deeds, IDs.
• Coordinate Signing Appointments with homeowner and Title vendors.

• Sales

Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details.
Proactively reach out to leads to complete consultative sales calls.
Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer.

Who we are

Our mission at Point is to make homeownership more valuable and accessible to all. Every day, we explore, build, and iterate to create innovative financial products that improve the lives of our customers.