Client Relationship Specialist

1 week ago

Omaha, Nebraska, United States Unison Full time
Job Overview

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 enhance Homeowners' experiences by offering essential products and expert guidance, empowering our clients to optimally manage and invest in Residential Real Estate.

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 eager to deepen your understanding of home equity co-investing.

About You

You possess a passion for engaging with people and strive to make a significant impact in the real estate sector. You represent your organization effectively and thrive in a collaborative setting. You will contribute to the team that is establishing the framework for home equity co-investment management and influencing the entire industry.

Within the First Month, You Will:

  • Oversee property sales and contract buyouts to safeguard the interests of both our investors and homeowners.
  • Address complex asset management issues related to home equity investments with precision, attention to detail, and empathy.
  • Act as a liaison between homeowners and internal departments (compliance, operations, legal, and investment management) to ensure education and transparency.
  • Document all homeowner interactions to maintain a comprehensive record system that can provide actionable insights for managing partner relationships.
  • Manage your personal pipeline of servicing and asset management cases.

Within Three Months, You Will:

  • Identify, develop, and implement servicing and asset management processes that are efficient, scalable, and risk-aware.
  • Collaborate within an agile team to enhance sales lead conversion.
  • Work across operations to deliver integrated solutions that promote operational excellence.

Your Qualifications

  • Active Casualty & Property insurance license.
  • 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 abilities to manage complex and sometimes sensitive interactions with clients and their representatives.
  • Exceptional customer service skills along with strong written and verbal communication capabilities.
  • Ownership mentality, demonstrating initiative and making a meaningful impact within the organization.
  • An adaptable learner who experiments to discover new solutions, embraces unfamiliar tasks, learns from failures, and grows quickly in new situations.
  • Proven sales ability in insurance (preferred).

We value diverse experiences and talents beyond just the technical qualifications for this role. If your background closely aligns with what we have outlined, we encourage you to consider applying. A blend of diverse experiences and skills, combined with passion, is crucial for innovation and excellence. We welcome applicants from all backgrounds and are committed to providing accommodations during the interview process.

Why Choose Unison?

  • Long-Term Vision - We invest in your professional growth through an in-house Learning and Development program that offers pathways for individual contributors and managers. Additionally, we provide external resources, granting each team member $2,000 annually for learning opportunities. Each month, you will also receive a half-day off to focus on personal development.
  • Commitment to Balance - We recognize the hard work of our team, which is why we promote a healthy work-life balance through generous paid time off (20+ days), sick leave (5 days), parental leave (12 weeks), and additional days off for mental health, volunteering, blood donation, and more.
  • Culture of Togetherness - Our team consistently highlights that the best aspect of working at Unison is our culture. We take culture seriously and pride ourselves on having fun while achieving success. Regular company events, giveaways, and active participation in our Fun Committee and Diversity, Equity, and Inclusion (DEI) Committee are encouraged.

About Us

Unison is a fintech company based in San Francisco, CA, and Omaha, NE, pioneering a smarter, more effective way to own a home. Traditionally, financing a home required taking on debt. Through the Unison Agreement, we enable homeowners to access their equity flexibly, without monthly payments or interest. We enhance home affordability, reduce debt, and offer a less risky approach for homeowners, investors, and society to consider their most significant asset - the home.

Recent years have been remarkable for Unison, expanding our offerings to 30 states, surpassing $5 billion in real estate investments, and partnering with over 8,000 customers through our HomeOwner programs. This impressive 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, providing employment opportunities to all individuals regardless of race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.

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