Relationship Management Associate
Unison Home Ownership Investors
Our Mission
At Unison, we’ve built a smarter way to unlock home equity, without interest, debt, or monthly payments. Our Vision is to Optimize Homeowners by providing the missing products and expert advice to empower our customers to optimally own and invest in Residential Real Estate.
Your Mission
As a member of the Home Partnership team, the Relationship Management Associate will oversee some of Unison’s most important transactions. This includes property sales, contract buyouts, complex asset management disputes, and more. You are comfortable with residential real estate transactions and are eager to expand your knowledge of home equity co-investing.
About You
You enjoy speaking to people and are passionate about helping to make an impact in the real estate industry. You represent your company well and enjoy working in a collaborative environment. You will be part of the team that is writing the playbook for home equity co-investment management and shaping the entire industry.
Within 1 month, you’ll:
- Oversee property sales and contract buyouts to ensure that both our investors and homeowners are protected
- Resolve complex asset management challenges related to home equity investments with accuracy, detail, and empathy
- Liaise between the homeowner and internal groups (compliance, operations, legal, and investment management) to maintain education and transparency
- Document all homeowner interactions to maintain a system of records that can be used to provide actionable data to help shape how we manage partner relationships
- Manage personal pipeline of servicing and asset management cases
Within 3 months, you’ll:
- Identify, develop, and execute servicing and asset management processes that are efficient, scalable, and manage risk
- Work within an agile team to improve sales lead conversion
- Collaborate across operations to deliver integrated solutions to drive operational excellence
Your Skillset
- Active Casualty & Property insurance license
- 2+ years of residential real estate, mortgage lending, asset management, financial services or similar experience required
- Broad knowledge of homeowners insurance policies
- Strong negotiation and conflict resolution skills to handle complicated and sometimes charged interactions with customers and those that represent them
- Excellent customer service acumen and strong written and verbal communication skills
- Ownership mentality to take initiative and make meaningful impact within the company
- An adaptable learner that experiments to find new solutions, takes on the challenge of unfamiliar tasks, extracts lessons learned from failures and mistakes, and develops quickly when facing new situations
- Proven ability to sell insurance (desired)
We recognize that people come with experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence. Therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process.
Why Unison?
- See The Long Now - We invest in your professional development through an in-house Learning and Development program providing paths for individual contributors and managers. We also provide external resources, giving each team member $2k annually for learning opportunities. Each month you will also have a half day off to learn and grow on your own.
- Demonstrate True Grit - We know our team works hard, so we encourage a work life balance through generous PTO (20+ days), sick days (5), parental leave (12 weeks), and additional days off for mental health, volunteering, blood donation, and more.
- In Unison, Together - Each quarter our team says the same thing - the best part about working at Unison is our Culture! We take culture seriously and pride ourselves on having fun while succeeding. We have regular company events, swag giveaways, and encourage our team’s involvement through our Fun Committee and Diversity, Equity, and Inclusion (DEI) Committee.
About Us
Unison is a San Francisco, CA and Omaha, NE based fintech company that is pioneering a smarter, better way to own your home. Until now, the only way to finance a home was by taking on debt. Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest. We enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home.
The last few years have been record breaking for Unison. We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 8K customers through our HomeOwner programs. This tremendous growth was recognized by the Deloitte Technology Fast500 awards two years in a row as well as being included in the most recent Forbes Fintech50.
Unison provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.