Experience Manager, Aspiring Investors
About the role
Company Overview
Kiavi is one of the nation’s largest private lenders to residential real estate investors (REIs). We harness the power of data & technology to offer our customers a simpler, more reliable, and faster way to access the capital they need to scale their businesses. Formerly known as LendingHome, we’re committed to helping REIs revitalize the approximately $25 trillion worth of aged U.S. housing stock to provide move-in ready homes and rental housing for millions of Americans across the country.
Role Overview
The Experience Manager, Aspiring Investors (AEM) at Kiavi is a high-impact, revenue-generating sales role responsible for relationship-building, onboarding, and supporting aspiring and slightly experienced real estate investors getting started in the industry. The AEM serves as the primary subject matter expert, guiding clients through Kiavi's lending products (Fix-and-Flip, Rental, etc.), the Kiavi portal, and product guidelines. By delivering a seamless, reliable, and scalable financing experience, the AEM instills confidence, establishes Kiavi as the client's clear lending partner, and ultimately drives new and repeat business to achieve loan volume and revenue targets.
Responsibilities
- Onboarding & Client Relationship Management
- Conduct introductory onboarding phone calls for new leads upon assignment to establish immediate rapport.
- Promptly address missed inbound calls and voicemails to ensure high customer responsiveness.
- Execute a structured outreach cadence across multiple channels (phone, text, and email) to connect with prospective borrowers.
- Maintain regular, ongoing communication tailored to lead status and conversion timelines:
- Active Pipeline: Conduct consistent follow-ups with high-intent leads and active applications.
- Nurture Leads: Maintain scheduled touchpoints with clients working on longer conversion timelines.
- Existing Accounts: Check in periodically with current account holders to identify new acquisition, refinancing, or cro