Homeowner Advisor

Reposted 21 Days Ago
Be an Early Applicant
San Diego, CA
In-Office
118K-118K Annually
Mid level
Financial Services
The Role
As a Homeowner Advisor, you will educate and guide homeowners through the Home Equity Investment process, responding to inquiries and managing multiple transactions while ensuring a smooth experience.
Summary Generated by Built In

As a Homeowner Advisor at Splitero, you will educate homeowners who are interested in our innovative Home Equity Investment product. You will spend your day-to-day making outbound calls to homeowners, building trust, and guiding them through the process, from inquiry to funding. With our uncapped commissions plan, every homeowner you help build financial stability grows your own earning potential.

This is a hybrid role, working in-person from our San Diego office three days a week, Tuesday–Thursday, and working remotely at least two days per week. 

About the Job

  • Educate homeowners about Splitero's Home Equity Investment by explaining our terms and how it differs from traditional financing options.
  • Respond to homeowner questions, listen to their needs and concerns, and provide accurate information.
  • Manage a pipeline of multiple homeowners through the entire transaction process, from initial inquiry to closing, ensuring a smooth and efficient experience.
  • Work collaboratively with Processors and other team members, contributing to a team-oriented environment and supporting the overall goals of Splitero.
  • Utilize a comprehensive tech stack to track homeowner statuses and interactions, collaborate with team members, and manage homeowner data.
  • Ensure all interactions and transactions align with Splitero’s policies and procedures and mortgage industry best practices.

This role offers on-target earnings of $122,000 per year, including a $50,000 base, paid hourly, and uncapped monthly commissions. Homeowner Advisors are eligible for up to 10 hours of overtime per week. 

About You

  • Ability to work Tuesday to Saturday, Sunday to Thursday, or Monday to Friday with 2 4-hour weekend shifts per month
  • Ability to work Tuesday to Thursday in our San Diego office and the remaining days working remotely 
  • 2+ years of experience in mortgage or real estate sales 
  • Active NMLS license required
  • Experience using robust CRM tools such as Salesforce
  • Experience managing an inbound sales pipeline
  • Enthusiasm to support the financial well-being of homeowners 
  • Homeowner experience mindset
  • Communication skills that go beyond the basics, including active listening, understanding homeowner needs and responding appropriately, staying composed under pressure, and communicating with empathy 
  • The ability to communicate complex information in a straightforward, easy-to-understand manner
  • A true self-starter with a high level of initiative and self-motivation, determination to achieve goals
  • A robust sense of self-confidence, self-worth, and professional demeanor that allows you to engage with homeowners and teammates effectively
  • Ability to build rapport and maintain strong relationships, both with homeowners and teammates 
  • Strong sales aptitude: the ability to engage with and guide homeowners throughout the process, adapt your approach, follow up as needed, and inspire them to make informed decisions that align with their financial goals.
  • Incredible attention to detail, ensuring accuracy and thoroughness in every aspect of your work
  • Approaching challenges with an optimistic mindset and infectious positivity, seeing opportunities where others see obstacles
  • Ability to handle sensitive information with the highest degree of integrity and confidentiality.
  • Adaptability: Flexibility and resilience in adapting to the fast-paced and evolving nature of a startup environment
  • Team-Oriented: Prioritizes collaboration, inclusivity, and teammate support 
  • Desire to participate in fast-paced, early-stage startup

About Us

Millions of homeowners in today’s economy are sitting on substantial home equity they are unable to access due to rising interest rates and strict qualification requirements of traditional lenders. That means millions of homeowners can’t convert their hard-earned equity into cash to pay off debt, start a home renovation, or pad their retirement to better their lives.

Splitero co-founders Michael Gifford and David Zvaifler witnessed the problem firsthand throughout their real estate careers. They set out to create a win-win product that could help those homeowners access their home equity but not make monthly payments like traditional financing options. And thus, Splitero was born.

As part of our team, you will join our quest to revolutionize the real estate industry while helping families in need. We offer a suite of benefits designed to help you thrive in all areas of life.

  • Fully Remote Team - Our remote-first culture allows us to hire the best people, regardless of location.
  • OneTeam Culture - We foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued. We believe in celebrating our successes, doing the right thing, and helping each other so we grow as a team and as individuals. 
  • Generous Resources - We want to ensure you are set up to do your best work. In addition to a solid tech stack, and access to any WeWork location, you will receive a monthly cell and internet stipend.
  • Premium Healthcare - We offer comprehensive healthcare plans for you and your family, which employees are eligible for on their first day.
  • Flexible PTO and Parental Leave - We offer a generous PTO and encourage employees to take time off to recharge. We're proud to offer a parental leave policy that allows you to welcome your new addition without worry.

We are a workforce composed of individuals with diverse backgrounds, abilities, minds, and identities. In keeping with our commitment to inclusion, we will ensure that people with disabilities are provided reasonable accommodations. If reasonable accommodations are required when applying, interviewing, or performing the essential functions of this position, please contact People Operations, at [email protected]

Homeowner Advisor Pay Range
$118,000$118,000 USD

Top Skills

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The Company
HQ: San Diego, CA
39 Employees
Year Founded: 2021

What We Do

After years of significant home price appreciation, many homeowners are asset-rich, but either cash-poor or have less than perfect credit. As a result, they are subject to an inadequate selection of mortgage products.

We are on a mission to help these homeowners access their home equity without new debt or monthly payments.

Learn more at Splitero.com.

Splitero Funding Inc. NMLS #2327455. CA DRE # 02185149. NMLS Consumer Access: https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/2327455

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