Home Equity Closer

Summary

Point is a home equity fintech company focused on making homeownership more valuable and accessible. The Home Equity Closer will manage mortgage closing operations by reviewing files, issuing closing disclosures, coordinating signing appointments, and explaining Point Option agreements to homeowners.

Responsibilities

• Complete file QC (Quality Control review), which includes reviewing Title Reports, Tax Certificates, US Mortgage Billing Statements, HOA Billing Statements, Payoff Statements, ALTA Settlement Statements, Vesting Deeds, and IDs
• Issue Closing Disclosures to homeowners
• Coordinate Signing Appointments with homeowner and Title vendors
• Discuss the Point Option agreement with Homeowners and provide details regarding repayment, summary of terms, and funding timeline

Skills

• 3+ years of experience in U.S. mortgage closing, processing, escrow, or a similar role, with a strong understanding of the real estate closing process (refinance experience preferred)
• 1+ year of customer service experience, with a demonstrated commitment to delivering a high-quality customer experience
• Strong written and verbal communication skills, with the ability to manage stakeholder interactions effectively
• Highly detail-oriented and organized, with the ability to manage a high-volume pipeline and maintain accurate documentation
• Strong problem-solving skills, with the ability to navigate issues at the appropriate level of detail
• Comfortable working in a paperless environment, with proficiency in Microsoft Office or Google Suite, and general technical fluency
• Adaptable and self-motivated, with the ability to thrive in a fast-paced, remote environment and adjust to evolving processes and tools
• Interest in joining a later-stage tech company, with enthusiasm for real estate and fintech
• This is a remote position. However, candidates must reside in one of Point's states of operation: AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, MI, MN, MO, NH, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
• Refinance experience

Qualifications

Must Haves

• 3+ years of experience in U.S. mortgage closing, processing, escrow, or a similar role, with a strong understanding of the real estate closing process (refinance experience preferred)
• 1+ year of customer service experience, with a demonstrated commitment to delivering a high-quality customer experience
• Strong written and verbal communication skills, with the ability to manage stakeholder interactions effectively
• Highly detail-oriented and organized, with the ability to manage a high-volume pipeline and maintain accurate documentation
• Strong problem-solving skills, with the ability to navigate issues at the appropriate level of detail
• Comfortable working in a paperless environment, with proficiency in Microsoft Office or Google Suite, and general technical fluency
• Adaptable and self-motivated, with the ability to thrive in a fast-paced, remote environment and adjust to evolving processes and tools
• Interest in joining a later-stage tech company, with enthusiasm for real estate and fintech
• This is a remote position. However, candidates must reside in one of Point's states of operation: AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, MI, MN, MO, NH, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Nice to Haves

• refinance experience

Benefits

• Comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
• Unlimited paid time off and 10 company holidays.
• Fully remote work, with an in-person work environment available at the downtown Palo Alto, CA headquarters.
• Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends.
• In states without PFL, up to 8 weeks of paid parental leave.
• 4 weeks of fully paid transition time, during which employees may work 2–3 days per week while receiving full base pay.
• Meaningful equity.
• 401K retirement plans.
• Guaranteed life insurance and short- and long-term disability coverage.
• Monthly stipends for internet, mobile plans, and wellness perks.
• One-time home office reimbursement.
• Company-provided equipment including a MacBook and monitor.