Direct Home Lending Advisor | Mortgage Solutions Pro

Pomona College; Tempe, Northern (AZ, KY); Híbrido; USD 50 000 - 70 000; Tempo integral

Resumo da oferta

Pomona College in Tempe seeks a Mortgage Sales Associate to convert inquiries and leads into mortgage applications, manage CRM interactions, and guide clients through the loan process. You will conduct thorough phone consultations, maintain compliant processes, and deliver strong post-application support to foster long-term relationships.

Strong MS Office skills and on-site availability are essential. Applicants should have a bachelor’s degree or equivalent experience in finance or related

Qualificações

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
• Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
• Excellent oral and written communication skills.
• Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.

Responsabilidades

• Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
• CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
• Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
• Regulatory Compliance: Uphold all industry regulations and manage associated risks
• Client Retention: Provide exceptional post-application support to build long-term client relationships.

Conhecimentos

MS Office

Financial software

Self-motivated

Detail-oriented

Organized

Communication skills

On-site scheduling

Formação académica

Bachelor's degree or equivalent in finance/business

Descrição da oferta de emprego

Pomona College in Tempe seeks a Mortgage Sales Associate to convert inquiries and leads into mortgage applications, manage CRM interactions, and guide clients through the loan process. You will conduct thorough phone consultations, maintain compliant processes, and deliver strong post-application support to foster long-term relationships.

Strong MS Office skills and on-site availability are essential. Applicants should have a bachelor’s degree or equivalent experience in finance or related