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SalaryAbout Unlock
Unlock's mission is to unleash the power of home equity to enrich people's lives. We do this through a financial solution called a Home Equity Agreement or HEA, an entirely new way to access and utilize home equity. We're not a lender, so there are no interest charges or monthly payments and homeowners with poor credit or high levels of debt can still qualify. We're beyond passionate about helping our customers build greater financial resiliency. We are mission driven, consumer centric and our products are designed for the way homeowners want to live their lives today - with flexibility and control.
About the role
Unlock Technologies is seeking a Transaction Specialist, a pivotal role within our team dedicated to managing our customers' individual files with expertise and precision. As a Transaction Specialist, you will be essential in ensuring that every customer transaction is conducted legally, efficiently, and with the highest level of diligence and attention to detail. Your role involves understanding and executing the necessary requirements to manage and close customer files effectively, contributing significantly to the seamless customer experience and fostering sustained loyalty. This position demands a candidate who can navigate the complexities of our services with exceptional time management and a meticulous approach to each task. Your contribution will be key to maintaining the high standard of service that defines the Unlock experience and in driving the continued loyalty of our customers.
- You'll report to: Operations Manager
- Location: This hybrid role is based in our Tempe, AZ office. Initially, full in-office attendance is required Monday through Friday during the training phase. Post-training (90 days), you'll have the option to work from home two days per week.
What you'll do
- Conduct thorough reviews of incoming files for compliance, accuracy, and completeness, contributing significantly to client transaction integrity and success.
- Undertake meticulous title reviews and closings, resolving any discrepancies to ensure smooth and lawful completion of transactions.
- Analyze financial documents and credit reports accurately, drawing meaningful conclusions to influence transaction decisions.
- Maintain active communication with internal teams to ensure alignment and collaborative problem-solving, promoting a culture of transparency and support.
- Prioritize and manage tasks effectively within Unlock's technological frameworks, ensuring efficient process flow and adherence to tight deadlines.
- Work collaboratively with peers to overcome challenges, fostering a supportive work environment and enhancing customer satisfaction.
- Consistently achieve and aim to surpass established SLAs, showcasing a dedication to operational excellence and customer service.
- Build and maintain strong relationships across departments, facilitating seamless operations and a unified service approach.
- Keep updated on regulatory changes and ensure all transactions comply with current laws and company policies, protecting both the company and our clients.
What we're looking for
- Experience in a FinTech operations role, ideally with 1-2 years in mortgage processing or a similar field.
- Proficient in PC skills, especially Microsoft Office suite, with the ability to efficiently process, analyze, and present data.
- An independent self-starter capable of driving results without continuous supervision.
- Proven ability to establish and maintain effective relationships with both internal and external stakeholders.
- Ability to thrive in a high-volume, fast-paced, and dynamic environment, easily adapting to changing priorities.
What we offer
- Competitive Compensation: A starting hourly rate of $36, equating to an annual salary of $75,000.
- Performance Incentives: Quarterly incentives based on achieving key performance indicators.
- Discretionary Time Off: Flexible time off to ensure you can rest, recharge, and return at your best.
- Health and Well-being: Comprehensive health plans including medical, dental, and vision coverage, fully covered by us.
- 401(k) Match: A 4% employer match to your 401(k), helping you plan for your future.
- Impactful Work: Join us during a phase of exciting growth and have a lasting impact on our company and the industry.
Unlock is an equal opportunity employer. We evaluate qualified applicants without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, gender identity or other protected status under all applicable laws, regulations, and ordinances.
