Homeowner Equity Coordinator

Unlock Technologies, Inc. • Phoenix, AZ

6h • Hybrid

About The Position

The Home Equity Coordinator supports the sales team by managing documentation collection and homeowner communication as Home Equity Agreements (HEAs) move through the sales pipeline to funding. The role serves as an operational bridge between sales, processing, and homeowners. Responsibilities include collecting required documentation, coordinating with processing to meet requirements, working with sales to prioritize files, and providing homeowners with status updates. The coordinator supports the active pipelines of multiple Home Equity Officers (HEOs) and helps transactions progress efficiently, accurately, and with a high level of customer service.

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 sense 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.

Responsibilities

• Manage and track active transaction pipelines for multiple HEOs to help agreements progress efficiently 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 during transactions, handling inbound calls and emails about status, documentation, and next steps.
• Provide homeowners with timely updates and clear communication about 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, or transaction risks to the appropriate HEOs.

Benefits

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

What This Job Offers

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