Homeowner Equity Coordinator

Unlock Technologies • Phoenix, AZ

9d • Remote

About The Position

Unlock is a mission-driven, consumer-centric company that helps homeowners access and use home equity through Home Equity Agreements (HEAs). The Homeowner Equity Coordinator supports the sales team by managing documentation collection and homeowner communication as HEAs move through the sales pipeline toward funding. The role serves as an operational bridge between sales, processing, and homeowners, coordinating requirements and helping transactions progress efficiently, accurately, and with a high level of customer service. The coordinator manages active pipelines for multiple Home Equity Officers (HEOs) and provides homeowners with status updates throughout the process.

This is a remote role, but applicants must live in Arizona and be able to attend events in the office.

Requirements

• At least 1 year of customer service, sales, or operations experience in mortgage, real estate, lending, financial services, or transaction coordination roles.
• Strong analytical skills and the ability to communicate effectively.
• PC skills, including working knowledge of the Microsoft environment and the ability to access, manipulate, organize, and relay information meaningfully.
• Demonstrated ability to build and maintain relationships with internal and external stakeholders.
• Ability to work in a fast-paced team environment.
• Strong organizational skills and ability to manage multiple transactions simultaneously.
• Excellent customer service and communication skills.
• Experience with AI tools.
• Must live in Arizona and be able to attend events in the office.

Responsibilities

• Manage and track active transaction pipelines for multiple HEOs to help agreements progress 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 required materials are submitted accurately and on time.
• Serve as a primary point of contact for homeowners, handling inbound calls and emails about transaction status, documentation, and next steps.
• Provide homeowners with timely updates and clear communication regarding transaction status.
• Maintain accurate transaction records, notes, and documentation in CRM and internal systems.
• Identify missing documentation or potential delays and proactively follow up with homeowners, HEOs, or internal teams.
• Communicate updates, issues, and transaction risks to the appropriate HEOs.

Benefits

• Discretionary time off for rest and recharge.
• Comprehensive health plans covering medical, dental, and vision, fully funded by the company.
• 4% employer match to 401(k) contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed