Broker Relations Growth Specialist

HomeXpress Mortgage Corp; Santa Ana (CA); Sur place; USD 55 000 - 85 000; Plein temps

Avantages offerts par ce poste

Bonus opportunity

Competitive base salary

Résumé du poste

HomeXpress Mortgage Corp is seeking a Broker Direct Specialist to proactively contact approved mortgage brokers and loan officers, generating new lending opportunities and warm handoffs to Account Executives. This high-activity outbound sales role emphasizes relationship activation, lead development, and pipeline management.

You will work in-office, five days a week, 8:30 AM to 5:00 PM, with ongoing product training and career growth opportunities.

Qualifications

• High school diploma or equivalent.
• Strong verbal communication and interpersonal skills.
• Comfort with high-volume outbound calling and working toward measurable goals.
• Strong organization, follow-up, and time-management skills.
• Ability to learn mortgage products, sales concepts, and company systems.
• Basic computer skills and the ability to maintain accurate CRM records.
• Positive attitude, persistence, professionalism, and willingness to accept coaching.

Responsabilités

• Make 50-75 outbound calls daily to approved mortgage brokers.
• Use the approved sales script for the product, program, or campaign being targeted.
• Engage loan officers in meaningful live conversations to identify interest, lending needs, and potential loan scenarios.
• Generate qualified opportunities and complete warm handoffs to the Account Executive assigned to the protected broker account.
• Ensure the ongoing broker and loan officer relationship is transitioned back to the protected Account Executive.
• Educate loan officers on company products, programs, technology, and value proposition.
• Meet established minimum talk-time expectations.
• Document every call, conversation, follow-up, and handoff accurately and promptly in the company CRM.
• Manage follow-up activities and maintain an organized pipeline of prospects and opportunities.
• Collaborate with Account Executives and sales leadership to support a seamless customer experience and effective opportunity transfer.
• Participate in product training, sales coaching, team meetings, and ongoing professional development.

Connaissances

Outbound calling

CRM proficiency

Verbal communication

Time management

Organization

Coaching receptiveness

Formation

High school diploma

Outils

CRM software

Description du poste

HomeXpress Mortgage Corp is seeking a Broker Direct Specialist to proactively contact approved mortgage brokers and loan officers, generating new lending opportunities and warm handoffs to Account Executives. This high-activity outbound sales role emphasizes relationship activation, lead development, and pipeline management.

You will work in-office, five days a week, 8:30 AM to 5:00 PM, with ongoing product training and career growth opportunities.