Homeowner Advisor

Splitero

Homeowner Advisor educating homeowners about Splitero's equity investment products. Managing homeowner inquiries and ensuring smooth transactions with real estate and mortgage expertise.

Posted 6/29/2026full-timeSan Diego • California • 🇺🇸 United StatesJuniorMid-Level💰 $122,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Mortgage SalesReal Estate SalesPipeline ManagementCRM ToolsTransaction Process ManagementHomeowner EducationAttention to DetailCompliance with PoliciesData ManagementSales Aptitude

Soft Skills

Active ListeningEmpathySelf-MotivationRelationship BuildingAdaptability

Certifications

Active NMLS License