• Effectively manage an individual lead database and pipeline according to company contact standards. • Conduct high-volume outbound calls and handle inbound inquiries via phone, email, and live chat to engage prospective homeowners and provide prompt, professional support. • Support the sales team by managing document collection through phone, text, email, and CX portal requests, ensuring a seamless and efficient process. • Deliver compelling introductions to Unlock’s HEA product, clearly explaining its benefits compared to traditional home equity loans. • Qualify leads by assessing homeowner needs, financial situations, and readiness to engage further in the sales process. • Schedule appointments for senior sales consultants, ensuring a smooth transition of qualified leads. • Maintain detailed and accurate records of all homeowner interactions within the CRM system. • Collaborate with sales consultants and marketing teams to refine sales strategies and improve homeowner acquisition efforts. • Meet or exceed monthly performance targets related to call volume, lead conversion, and appointment setting. • Continuously improve knowledge of Unlock’s products, market trends, and competitors to effectively position HEA solutions.