Home Equity Co-Investment Associate
1 week ago
We are seeking a skilled 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 some of our most important transactions, including property sales, contract buyouts, and complex asset management disputes.
Key Responsibilities- Transaction Oversight: Ensure that both our investors and homeowners are protected in property sales and contract buyouts.
- Asset Management: Resolve complex asset management challenges related to home equity investments with accuracy, detail, and empathy.
- Liaison and Communication: Liaise between the homeowner and internal groups (compliance, operations, legal, and investment management) to maintain education and transparency.
- Documentation and Data Analysis: 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.
- Pipeline Management: Manage a personal pipeline of servicing and asset management cases.
- Process Development: Identify, develop, and execute servicing and asset management processes that are efficient, scalable, and manage risk.
- Sales Lead Conversion: Work within an agile team to improve sales lead conversion.
- Operational Excellence: Collaborate across operations to deliver integrated solutions to drive operational excellence.
- Active Casualty & Property Insurance License
- 2+ Years of Residential Real Estate, Mortgage Lending, Asset Management, Financial Services, or Similar Experience
- Broad Knowledge of Homeowners Insurance Policies
- Strong Negotiation and Conflict Resolution Skills
- Excellent Customer Service Acumen and Strong Written and Verbal Communication Skills
- Ownership Mentality and Adaptability
- Proven Ability to Sell Insurance (Desired)
Unison is a fintech company pioneering a smarter, better way to own your home. We help homeowners access their equity flexibly with no monthly payments or interest. Our mission is to enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home.
We provide equal employment opportunity to all individuals regardless of their 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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Relationship Management Associate
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