Transaction Specialist

About 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.

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'll be responsible for managing customer files to ensure legal compliance, accuracy, and completeness. From conducting thorough reviews to resolving discrepancies and facilitating closings, you'll play a key role in maintaining our high standards and fostering customer 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.

• Conduct comprehensive reviews of customer files to ensure compliance and accuracy.
• Facilitate title reviews and closings, resolving issues for smooth transactions.
• Analyze financial documents and credit reports to inform transaction decisions.
• Maintain open communication with internal teams for alignment and collaboration.
• Efficiently prioritize tasks within our technological frameworks to meet deadlines.
• Collaborate with colleagues to overcome challenges and enhance customer satisfaction.
• Consistently exceed established service level agreements (SLAs).
• Build and maintain strong interdepartmental relationships to streamline operations.

• Experience in Fin Tech operations, with 2-3 years in mortgage processing or a similar field.
• Proficiency in PC skills, including the Microsoft Office suite.
• Strong attention to detail and ability to work independently.
• Excellent communication and relationship-building skills.
• Ability to thrive in a fast-paced, dynamic environment.

• Hourly rate of $26.44 - $28.85.
• Incentives based on performance.
• Discretionary time off for rest and recharge.
• Comprehensive health plans covering medical, dental, and vision, fully funded by us.
• 4% employer match to your 401(k) contributions.

Unlock is an equal opportunity employer. We evaluate qualified applicants without regard 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.