Lending Specialist (Telesales)

Point Digital Finance • Palo Alto, CA

4d • $60,000 • Remote

About The Position

Join our team as a Telesales Lending Specialist, where you will play a key role in generating revenue and ensuring a positive homeowner experience. You will manage and nurture a pipeline of warm leads (homeowners) through a structured sales process (heavy phone call volume). Continuously develop your skills in sales, customer service, pipeline management, and take on special tasks that contribute to the company's growth and profitability.

Requirements

• MLO License: Active Mortgage Loan Originator license is required.
• 3+ Years of Phone-Based Sales Experience: Ideal candidates will have experience making a high volume of calls daily and closing/converting prospects
• Pipeline Management Experience: Ability to manage a large volume of leads, track progress, and ensure follow-through from initial contact to close.
• Strong Communication Skills: Comfortable handling a high call volume, educating homeowners, and explaining complex financial products in simple terms.
• Customer Focus: Prioritizes prompt and respectful communication with customers, ensures a positive customer experience, and builds strong relationships through attentive and responsive service.
• Financial/Real Estate Knowledge: Familiarity with U.S. real estate and/or mortgage processes
• Self-Starter: Highly motivated, proactive, and goal-driven with the ability to work independently in a fast-paced environment.
• Detail-Oriented: Accuracy is critical when handling sensitive financial documents and customer information.
• Flexible & Adaptable: Thrives in a dynamic environment and embraces change with a solution-focused mindset.
• Tech-Savvy: Moderate to strong computer skills, including G-Suite (Gmail, Google Calendar, etc.); CRM experience (e.g., Salesforce) is a plus.
• Coachability: Receptive to feedback, actively applies guidance to improve performance and achieve goals.

Responsibilities

• Manage & Nurture Warm Leads: Handle a pipeline of warm homeowner leads through a structured sales process, with a high volume of outbound phone calls, ensuring compliance with industry regulations and company policies.
• Conduct Consultative Sales Calls: Complete pre-scheduled and proactive consultative calls to understand homeowner financial needs, assess fit for a Home Equity Investment, and clearly explain product details.
• Drive Conversions: Follow up with leads to encourage acceptance of initial estimates and final offers, aiming to move prospects forward through the funnel.
• Provide Customer Support: Answer homeowner questions regarding pricing and product details and connect them with the appropriate team member (e.g., Processor or Closer) when needed.
• Ensure Compliance: Stay current on all legal and regulatory requirements, maintaining high standards of compliance in every interaction.
• Develop Skills: Actively participate in ongoing training, team meetings, and performance reviews to grow your sales, service, and pipeline management capabilities.
• Support Special Projects: Contribute to ad hoc sales initiatives and cross-functional tasks that support broader company goals.

Benefits

• Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
• Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
• Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.
• Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay.
• Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.
• Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
• Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees