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Client Relationship Specialist
2 months ago
Our Purpose
At Unison, we have developed an innovative approach to unlocking home equity, free from interest, debt, or monthly obligations. Our vision is to empower homeowners by offering essential products and expert guidance, enabling them to make informed decisions regarding their residential real estate investments.
Your Role
As a vital member of the Home Partnership team, the Relationship Management Associate will manage some of Unison's key transactions. This encompasses property sales, contract buyouts, intricate asset management disputes, and more. You should be well-versed in residential real estate transactions and enthusiastic about enhancing your understanding of home equity co-investing.
About You
You thrive on engaging with individuals and are dedicated to making a positive impact in the real estate sector. You represent your organization with integrity and enjoy collaborating with others. You will contribute to the team that is defining the standards for home equity co-investment management and influencing the industry as a whole.
Within the First Month, You Will:
- Oversee property sales and contract buyouts to safeguard the interests of both investors and homeowners.
- Address complex asset management issues related to home equity investments with precision, thoroughness, and compassion.
- Act as a liaison between homeowners and internal departments (compliance, operations, legal, and investment management) to ensure education and transparency.
- Maintain comprehensive records of all homeowner interactions to provide actionable insights for managing partner relationships.
- Handle your own portfolio of servicing and asset management cases.
Within Three Months, You Will:
- Identify, develop, and implement efficient and scalable servicing and asset management processes that mitigate risk.
- Collaborate within an agile team to enhance sales lead conversion rates.
- Work across operations to deliver integrated solutions that promote operational excellence.
Your Qualifications
- Active Casualty & Property insurance license.
- A minimum of 2 years of experience in residential real estate, mortgage lending, asset management, financial services, or a related field.
- Comprehensive understanding of homeowners insurance policies.
- Strong negotiation and conflict resolution skills to navigate complex interactions with clients and their representatives.
- Exceptional customer service skills, along with strong written and verbal communication abilities.
- A proactive mindset to take initiative and create a meaningful impact within the organization.
- A flexible learner who embraces challenges, learns from setbacks, and adapts quickly to new situations.
- Proven sales ability in insurance (preferred).
We acknowledge that candidates bring diverse experiences and talents beyond the technical qualifications listed. If your background aligns closely with the requirements, we encourage you to consider this opportunity. A variety of experiences and skills, combined with passion, are essential for fostering innovation and excellence. We welcome applicants from all backgrounds and are committed to providing accommodations during the interview process.
Why Choose Unison?
- Invest in Your Future - We prioritize your professional growth through an in-house Learning and Development program, offering paths for individual contributors and managers. Each team member receives $2,000 annually for external learning opportunities, along with a dedicated half-day each month for personal development.
- Balance Work and Life - We understand the importance of work-life balance, providing generous PTO (20+ days), sick leave (5 days), parental leave (12 weeks), and additional days off for mental health, volunteering, and blood donation.
- Foster a Collaborative Culture - Our team consistently highlights our culture as a key benefit of working at Unison. We take pride in creating a fun and successful environment, with regular company events, giveaways, and active participation in our Fun Committee and Diversity, Equity, and Inclusion (DEI) Committee.
About Us
Unison is a fintech company that is revolutionizing home ownership. Traditionally, financing a home meant incurring debt. Through the Unison Agreement, we provide homeowners with flexible access to their equity without monthly payments or interest. Our approach enhances home affordability, reduces debt, and offers a less risky perspective for homeowners, investors, and society regarding their most significant asset - their home.
In recent years, Unison has experienced remarkable growth, expanding our services to 30 states, surpassing $5 billion in real estate investments, and partnering with over 8,000 customers through our HomeOwner programs. This growth has been recognized by the Deloitte Technology Fast500 awards for two consecutive years and inclusion in the latest Forbes Fintech50.
Unison is an equal opportunity employer, committed to diversity and inclusion in the workplace. We provide equal employment opportunities to all individuals, regardless of race, age, creed, color, religion, national origin, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by law.
