Account Coordinator

## About the role The sales & customer experience team focuses on helping homeowners with new product inquiries, updates on their applications, and follow up through emails, chat, voicemails, and inbound phone calls. They spend the majority of their time working with customers on the phone or through email and chat responses. This is a group full of team players who maintain a high quality of work in a fast-paced and nuanced environment as they work to deliver a great customer experience. ## Your responsibilities - Act as the first point of contact to a homeowner through email, chat, or inbound calls to Point - Educate homeowners on Point's products and the application process - Respond and support our homeowners in the following scenarios; - Questions, concerns, and feedback - Providing updates to the application status - Underwriting requests - Booking product calls for Account Managers - Post-Funding calls with Homeowners - Prioritize availability for homeowners to interact with Point and respond to inquiries. - Assist with pilot programs and various initiatives to increase conversion or improve customer experience. - 80%+ of your time will be devoted to communication via phone and email. ## About you - 1+ year of customer service experience, ideally in financial services. - Strong written and verbal communication skills with a customer-first mindset. - Comfortable engaging with customers by phone, email, and chat. - Tech-savvy and experienced with Google Suite, Slack, and Salesforce. - Organized and detail-oriented with strong problem-solving skills. - Team player who brings energy, empathy, and professionalism to every interaction. - Motivated, proactive, and eager to deliver an exceptional experience for homeowners.