Title: Homeowner Equity Coordinator Location: Phoenix, AZ 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. About the role The Home Equity Coordinator (HEC) supports the sales team by managing the documentation collection and homeowner communication required to move HEAs through the sales pipeline to funding. This role acts as the operational bridge between sales, processing, and the homeowner. The HEC is responsible for collecting required documentation, coordinating with the processing team to ensure requirements are met, working with the sales team to prioritize files and providing homeowners with status updates throughout the process. This role assists in managing the active pipelines of multiple Home Equity Officers (HEOs) and ensures transactions progress efficiently, accurately, and with a high level of customer service What you'll do - - Manage and track the active transaction pipelines for multiple HEOs to ensure agreements progress efficiently toward completion. - Collect, organize, and review homeowner documentation required to complete home equity agreements. - Coordinate with the processing team to understand documentation requirements and ensure all required materials are submitted accurately and on time. - Serve as a primary point of contact for homeowners during the transaction process, handling inbound calls and emails regarding status, documentation, and next steps. - Provide homeowners with timely updates and clear communication regarding their transaction status. - Maintain accurate transaction records, notes, and documentation within CRM and internal systems. - Identify missing documentation or potential delays and proactively follow up with homeowners, HEOs, or internal teams. - Communicate updates, issues, or transaction risks to the appropriate HEOs. What we're looking for - - 1 years of Customer Service, Sales or Operations experience in mortgage, real estate, lending, financial services, or transaction coordination roles - Strong and accurate analytical sense and ability to communicate effectively - PC skills including working knowledge of the Microsoft environment and the ability to access, manipulate, organize and relay information in a meaningful way - Demonstrated ability to build and maintain relationships with internal and external stakeholders - Ability to work in a fast-paced team environment - Strong organizational skills with the ability to manage multiple transactions simultaneously - Excellent customer service and communication skills - Must have experience with AI tools - THIS ROLE IS HYBRID IN OFFICE 4 DAYS A WEEK What we offer - Pay rate of $24.00 per hour - 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 regards 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.

Role Description Step into a remote role where you can apply your communication and organizational skills in a flexible, growth-focused environment. This role is suited for individuals with experience in client service, coordination, or related fields who are ready to apply their skills in a new direction. This role operates within a flexible, independent structure and is best suited for individuals who are comfortable managing their own schedule and results. You’ll be working within structured systems while engaging with individuals who value growth, ownership, and creating meaningful results. What You Will Do - Communicate with individuals seeking personal and professional development - Guide clients through structured systems and processes - Build strong, authentic relationships - Support the promotion of online personal development programs - Engage with digital content and simple marketing systems - Participate in ongoing Zoom-based training sessions (live or recorded) - Apply personal development principles in your own growth and daily workflow - Track progress and activity using simple systems and tools - Use digital tools and systems to support workflow - Manage your schedule independently Qualifications - Strong communication and organizational skills - Background in coordination, client service, or related roles - Individuals ready to apply their skills in a new direction - Self-motivated and comfortable working independently - Open to learning new systems and tools - Positive, growth-oriented mindset - Open to personal development and ongoing learning - Strong sense of ownership and accountability - Comfortable working in a self-directed, results-focused environment - Aligned with values of growth, integrity, and continuous improvement Benefits - Flexible remote work structure with the ability to manage your own schedule - Ongoing training and access to live and recorded Zoom-based sessions and one-on-one - A growth-focused environment that supports both personal and professional development - Structured systems and tools to guide your workflow and track progress - A supportive, like-minded community focused on growth, ownership, and results - Opportunity to develop new skills while applying what you learn in real time - An environment that values initiative, consistency, and self-leadership Compensation This role operates within a performance-based structure, where earnings are aligned with individual results, effort, and consistency. Many individuals begin in this role to create an additional income stream, with the potential to build long-term results over time. Company Description We partner with a global personal growth and education organization that provides structured systems, online programs, and live events. Our environment supports individuals in developing themselves while applying their skills in a more flexible and independent way.

• Handle company and trust setups for Australian clients using NowInfinity or similar platforms • Manage corporate secretarial tasks, including company registrations, changes to directors and shareholders, and ongoing ASIC compliance • Review and process ASIC annual statements for all clients • Lodge ASIC changes and updates accurately and on time • Provide day-to-day client administration support and maintain CRM records • Prepare wrapping up letters, invoices, and client documents for sending • Lodge and process Income Tax Returns and Business Activity Statements in ATO Portal • Draft client correspondence for ATO and ASIC matters • Download, organize, and maintain ATO and ASIC documents as requested • Maintain and improve filing systems to ensure proper document organization • Update spreadsheets, databases, and digital records to ensure accuracy and compliance • Handle client correspondence and maintain records to support office efficiency • Prepare reports and presentations using Microsoft Office • Support the team to ensure operations run efficiently and deadlines are met

Role Description AO Globe Life is expanding rapidly and seeking motivated professionals who want more than just a job. Whether you're starting your career or transitioning into a new field, this opportunity offers remote flexibility, weekly earnings potential, and a clear path for professional growth within a mission-driven organization. - Host scheduled virtual consultations with clients across the United States via Zoom - Help individuals and families understand life, accident, and supplemental benefit options - Guide clients through the enrollment process with professionalism and clarity - Maintain accurate and compliant digital records within company systems - Participate in weekly team meetings, skill-building sessions, and coaching opportunities - Collaborate with team members to share strategies and achieve performance goals Qualifications - Strong communicators who are comfortable engaging with clients over video - Self-motivated professionals who enjoy autonomy and goal-oriented work - Individuals who are service-driven and passionate about helping others - Candidates comfortable using digital tools such as Zoom, CRM systems, and cloud-based platforms - Individuals authorized to work in the United States - Candidates with a reliable internet connection and a Windows-based laptop or PC with a webcam Requirements - 100% Remote Position – Work from anywhere in the United States - Flexible Scheduling – Structure your day around your personal schedule - Weekly Pay via Direct Deposit (commission-based earnings) - Warm, Pre-Qualified Leads Provided – No cold outreach required - Comprehensive Training and Licensing Support - Health Insurance Premium Reimbursement - Monthly and Quarterly Performance Bonuses - Leadership Development and Advancement Opportunities - Supportive, collaborative team culture Company Description For more than 70 years, AO Globe Life has provided supplemental benefits to working families across the United States. Through partnerships with unions, credit unions, and veterans’ associations, we help protect families with essential coverage while creating meaningful career opportunities for our growing remote workforce.