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Relationship Management Associate

2 months ago

MagstattleBas, Grand Est, United States Unison Full time
About the Role

We are seeking a highly skilled and motivated Relationship Management Associate to join our Home Partnership team at Unison. As a key member of our team, you will play a critical role in overseeing residential real estate transactions, ensuring the protection of our investors and homeowners, and driving the growth of our home equity co-investment business.

Key Responsibilities
  • Oversee property sales and contract buyouts to ensure seamless transactions and protect the interests of our investors and homeowners.
  • Resolve complex asset management challenges related to home equity investments with accuracy, detail, and empathy.
  • Liaise between the homeowner and internal groups (compliance, operations, legal, and investment management) to maintain education and transparency.
  • Document all homeowner interactions to maintain a system of records that can be used to provide actionable data to help shape how we manage partner relationships.
  • Manage a personal pipeline of servicing and asset management cases.
Short-Term Objectives (Within 1 Month)
  • Develop and implement efficient processes for overseeing property sales and contract buyouts.
  • Establish strong relationships with internal stakeholders to ensure seamless communication and collaboration.
  • Identify and address potential risks and challenges related to home equity investments.
Long-Term Objectives (Within 3 Months)
  • Develop and execute strategies to improve sales lead conversion and drive business growth.
  • Collaborate with cross-functional teams to deliver integrated solutions and drive operational excellence.
  • Identify opportunities to enhance our home equity co-investment business and develop plans to capitalize on these opportunities.
Requirements
  • Active Casualty & Property insurance license.
  • 2+ years of experience in residential real estate, mortgage lending, asset management, financial services, or a related field.
  • Broad knowledge of homeowners insurance policies.
  • Strong negotiation and conflict resolution skills to handle complex and sometimes charged interactions with customers and stakeholders.
  • Excellent customer service acumen and strong written and verbal communication skills.
  • Ownership mentality to take initiative and drive meaningful impact within the company.
  • An adaptable learner with a proven ability to experiment, take on new challenges, and develop quickly in a fast-paced environment.
Why Unison?
  • We invest in our team members' professional development through an in-house Learning and Development program and provide external resources to support their growth.
  • We prioritize work-life balance with generous PTO, sick days, parental leave, and additional days off for mental health, volunteering, and other activities.
  • We foster a culture of collaboration, innovation, and fun, with regular company events, swag giveaways, and opportunities for team members to get involved in our Fun Committee and Diversity, Equity, and Inclusion Committee.