Field-Based Mortgage Loan Sales Pro

Private Job Board; Kentucky; On-site; USD 60,000 - 90,000; Full time

Job summary

Envoy is seeking a Mortgage Loan RELO to sell residential mortgage products to home buyers and realtors. The role is primarily field-based, with commissions and minimal loan origination time.

The candidate should have strong sales experience, be a licensed real estate agent, hold NMLS and SAFE/UST credentials, and possess excellent communication skills. A high school diploma is required; a bachelor's degree is preferred.

Qualifications

• Strong sales experience and sales expertise.
• Licensed real estate agent or broker.
• Must have NMLS and SAFE, UST, preferred.
• High school diploma or equivalent; Bachelor’s degree is preferred.
• Knowledge of Microsoft Excel, Word and Outlook.
• Excellent customer service and teamwork skills.

Responsibilities

• Create sales opportunities by promoting Envoy’s loan products to other realtors, builders, home buyers, and referral sources.
• Generate and qualify leads and meet with potential clients.
• Develop and maintain relationships with potential clients.
• Solicit & procure new loan applications by meeting with and presenting loan products to potential clients.
• Educate home buyers on current loan product offerings and programs for which they qualify.
• Meet with potential home buyers in homes listed for sale and real estate offices to make sales pitches.
• Ensure all marketing is performed in a manner that is compliant.
• Use Envoy’s point of sale system to create new loan applications.
• Provide dual capacity disclosure and if applicable, affiliated business arrangement disclosure to potential clients.
• Take regular sales training.
• Work primarily away from Envoy’s office without set hours.
• Is primarily commission-based based on performance.
• Assist with collection of financial information (tax returns, bank statements, etc.) and other related documents that are required as part of the application process.
• Request and gather relevant information/documents from the borrower to complete the application, its structure and all loan disclosures.
• Authorize credit reports, appraisals, flood certifications, and title work.
• Ensure maintenance of active real estate and NMLS licenses.
• Comply with local, state and federal laws regarding position.
• Adhere to Envoy standards, including production minimums and customer service.
• Conduct business in an ethical manner and in the best interest of Envoy, with Envoy’s core values in mind.
• Any additional duties as assigned.

Skills

Strong sales experience

NMLS license

Licensed real estate agent

SAFE, UST credentials

Communication skills

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Envoy is seeking a Mortgage Loan RELO to sell residential mortgage products to home buyers and realtors. The role is primarily field-based, with commissions and minimal loan origination time.

The candidate should have strong sales experience, be a licensed real estate agent, hold NMLS and SAFE/UST credentials, and possess excellent communication skills. A high school diploma is required; a bachelor's degree is preferred.