Home Equity Investment Specialist

3 days ago


Palo Alto, California, United States Point Digital Finance, Inc. Full time
About the Job

At Point Digital Finance, Inc., we're creating innovative financial products that improve the lives of our customers. As a Home Equity Investment Specialist, you will play a key role in achieving this goal by managing and nurturing a pipeline of homeowners through a structured sales process.

This includes completing pre-scheduled consultative sales calls to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details. You will also provide customer service by reaching out to homeowners to provide pricing/product-related updates, responding to their questions or concerns in a timely manner, and directing them to the assigned production team member for further assistance.

To succeed in this role, you must have a minimum 1 year of phone sales experience in financial services or related fields, as well as excellent communication and problem-solving skills. You should also be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).

The salary range for this position is $43,400 - $58,600 per annum, plus commission eligible up to 50% of base salary. We offer a comprehensive benefits package, including unlimited paid time off, flexible remote and onsite work, and fully paid parental leave.

About Us

We are a people-first, value-driven team. Our culture is built on sharing ideas, supporting each other, and being empowered to do our best work. We believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.



  • Palo Alto, California, United States Rivian Full time

    About UsRivian is a pioneering electric vehicle manufacturer, committed to protecting the outdoors for future generations. Our mission is to create innovative and sustainable solutions that inspire adventure and exploration.We are seeking a highly skilled Equity Administration Specialist to join our team of passionate professionals. As a key member of our...


  • Palo Alto, California, United States BofA Securities, Inc Full time

    About the RoleWe are looking for a seasoned Senior Investment Banking Specialist to join our team at BofA Securities, Inc.You will be responsible for preparing financial analysis for companies globally, including detailed valuation analysis, LBO analysis, discounted cash flow, accretion and dilution, M&A transaction pro forma analysis, comparative company...


  • Palo Alto, California, United States Jefferies Full time

    About the RoleWe are seeking an experienced Investment Banking Associate to join our Global Healthcare Group in Palo Alto, California.Job SummaryThis is a unique opportunity to support our Biotech and Specialty Pharma team in executing equity and debt financings, M&A, and restructuring transactions. As an Investment Banking Associate, you will participate in...


  • Palo Alto, California, United States Bank of America Full time

    OverviewBank of America is a leading financial institution dedicated to helping individuals and businesses achieve their financial goals. Our commitment to innovation, diversity, and inclusion has earned us a reputation as a top employer in the industry.SalaryWe offer a competitive salary for this role, estimated to be around $275,000 per year.Job...


  • Palo Alto, California, United States Right at Home Peninsula Full time

    **Become a Caregiver Dementia Support Specialist at Right at Home Peninsula**Are you passionate about providing exceptional care to seniors and older adults? Do you want to make a meaningful difference in their lives? Join our team as a Caregiver Dementia Support Specialist and help us deliver personalized, compassionate care to those who need it most.As a...


  • Palo Alto, California, United States Wealthfront Full time

    **About the Role:**Wealthfront is seeking a visionary content designer to help shape the future of our investing product. With a passion for creating compelling experiences, you will work closely with the cross-functional leadership team to develop a clear strategy and vision for how our products work together.**The Challenge:**Our company pioneered...


  • Palo Alto, California, United States Lambent Full time

    Senior Administrative Partners play a vital role in supporting senior executives, and we are seeking an experienced candidate for this position. As the Senior Administrative Partner for International Investment, you will be responsible for providing expert administrative support to our client, a private equity principal.This includes managing complex...


  • Palo Alto, California, United States Wealthfront Corporation Full time

    Wealthfront Corporation seeks an experienced Product Marketing Manager to lead the launch and growth of our newest Investing products.Responsibilities:Craft and execute strategies to bring new investing products to market, from identifying target audiences to scaling distribution.Partner with the Investing Product team, consumer research, engineering, and...


  • Palo Alto, California, United States Wealthfront Full time

    Wealthfront is looking for a seasoned product marketing professional to spearhead the launch and growth of our newest Investing products. As an integral member of our expanding Marketing organization, you'll collaborate closely with partners across the company, including Product, Engineering, Design, Insights, and others.This opportunity is ideal for a...


  • Palo Alto, California, United States Point Digital Finance, Inc. Full time

    About UsPoint Digital Finance, Inc. is a leading fintech company dedicated to making homeownership more valuable and accessible to all. Our innovative financial products help current homeowners access their home wealth and aspiring ones realize their dream of homeownership.We're proud to be an equal opportunity employer and believe in creating a diverse and...


  • Palo Alto, California, United States Point Digital Finance, Inc. Full time

    Company OverviewAt Point Digital Finance, Inc., we're dedicated to making homeownership more valuable and accessible. Our mission is to create innovative financial products that improve the lives of our customers.


  • Palo Alto, California, United States Home Depot Full time

    About UsHome Depot is a leading home improvement retailer with a commitment to providing excellent customer service and supporting local communities.Salary:$50,000 - $70,000 per yearJob SummaryWe are seeking a Customer Engagement Specialist to join our team at Home Depot. In this role, you will be responsible for developing strong relationships with...


  • Palo Alto, California, United States Point Digital Finance, Inc. Full time

    OverviewAt Point Digital Finance, Inc., we're dedicated to making homeownership more valuable and accessible to all. Our mission is to create innovative financial products that improve the lives of our customers.SalaryIn this role, you can expect an estimated annual base salary range of $52,550 - $73,400, depending on your location and experience. This does...


  • Palo Alto, California, United States Stanford University Full time

    At Stanford University, we are building a global reputation for our Graduate School of Business (GSB) through innovative management programs that provide students with transformative leadership experiences. Our faculty research pushes the boundaries of knowledge, and we offer a portfolio of entrepreneurial and non-degree programs delivering global impact...


  • Palo Alto, California, United States Point Digital Finance, Inc. Full time

    Job DescriptionWe're always looking for talented individuals to join our team at Point Digital Finance, Inc. We're a people-first, value-driven organization that believes in empowering our employees to do their best work. Our mission is to make homeownership more valuable and accessible to all.As a Financial Product Specialist, you'll play a critical role in...


  • Palo Alto, California, United States Bank of America Full time

    About UsBank of America is a leading financial institution dedicated to helping individuals, businesses, and communities achieve their goals. Our commitment to responsible growth drives our efforts to deliver exceptional service and value to our clients.We believe in the importance of diversity, equity, and inclusion, fostering an environment where everyone...


  • Palo Alto, California, United States Anvilogic Inc Full time

    About Anvilogic IncAnvilogic Inc is a leading AI-powered cybersecurity startup founded by industry veterans and data scientists. Our mission is to democratize threat detection and hunting for today's SOC teams.Job Description: Cybersecurity Threat Hunting SpecialistWe are seeking a highly skilled Cybersecurity Threat Hunting Specialist to join our team. As a...


  • Palo Alto, California, United States S&S Electric Inc Full time

    Job OverviewS&S Electric Inc is seeking a skilled Electrical Specialist to join our team in the San Jose to Redwood City area.We are a custom home electrical company primarily working on new homes and remodels, offering a unique opportunity to work on diverse projects.This role involves various tasks including panel changes, service upgrades, installing...

  • Support Specialist

    4 weeks ago


    East Palo Alto, California, United States Xelerate, LLC Full time

    About the Role">Telecare Corporation is a leader in providing behavioral health services, and we are seeking highly skilled individuals to join our team as Support Specialists in our Enhanced Behavioral Supports Homes (EBSHs) program. As a Support Specialist, you will play a vital role in supporting individuals with developmental disabilities who require...


  • Palo Alto, California, United States Point Digital Finance, Inc. Full time

    Key ResponsibilitiesAs a Revenue Generation and Homeowner Support Professional, your responsibilities will include:Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details.Proactively reach out to leads to complete...