Inside Mortgage Sales - CD - Remote

Towne Mortgage Company; Troy (MI); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Flexible work life

Comprehensive benefits

Job summary

Towne Mortgage Company in Troy, MI is seeking a Mortgage Consultant to focus on retention of servicing portfolio and to generate loan volume from inbound and outbound leads. Under supervision of Consumer Direct Sales Manager, you will train and coach staff and help develop strategies to hit sales goals.

The role requires an active NMLS license, strong communication, and ability to manage multiple loans while complying with company policies.

Qualifications

• Must hold an active NMLS license.
• Minimum 1 year of phone sales in mortgage refinance/purchase.
• Excellent communication and presentation skills.
• Ability to manage multiple loans and prioritize tasks.
• Ability to analyze income, debt, and financial data.
• Strong interpersonal skills and professional conduct.
• Must be able to meet operating hours.

Responsibilities

• Originates mortgage loans from inbound leads, current portfolios, and campaigns.
• Take applications, analyze income/debt, run data through underwriting, and submit applications.
• Ensure documents for processing, underwriting, and closing are secured timely.
• Outbound calls daily and follow up on existing portfolios to retain accounts.
• Answer incoming calls and assist with customer inquiries.
• Interview applicants to determine goals and appropriate product, terms, pricing.
• Achieve department and individual sales/production goals and objectives.
• Ensure checklists are followed and content is usable for processors and underwriters.
• Maintain CRM.
• Maintain and comply with all company standards and procedures.

Skills

NMLS License

Phone sales experience

Exceptional communication skills

Multi-tasking

Financial data analysis

Interpersonal skills

Hours compliance

Tools

CRM

Job description

Full Time Sales Troy, MI, US

Towne Mortgage Family of Companies has more than 40 years of experience in the mortgage industry ; as a multi-channel, a national mortgage lender. We are continuously looking for talented team members to grow our team.

When you choose to work at Towne, you join more than a mortgage company; you become part of the Towne family! Our culture encourages you to show up for the job and stay for your career!

If you are looking to work for an award-winning company, with competitive compensation, comprehensive benefit offerings, and flexible work life, you found the right place!

Position Overview

Under the general supervision of the Consumer Direct Sales Manager, the Mortgage Consultant focuses on the retention of the servicing portfolio along with other forms of inbound and outbound lead sources for generating loan volume. The Mortgage Consultant promotes Towne Mortgage products and quality standards by training, coaching, and aligning the performance of assigned staff. With the help of the Mortgage Consultant Team Lead, the Mortgage Consultant will develop strategies to achieve sales goals.

Duties & Responsibilities Overview

• Originates mortgage loans from inbound leads, current portfolios, and other campaigns.
• Takes applications, analyzes client’s income/debt, runs loan data through an automated underwriting system and submits loan applications to processing.
• Ensure that documents required for processing, underwriting, and closing, are secured in a timely manner during origination.
• Outbound calls daily and follow up on existing portfolios in order to retain existing accounts.
• Answers incoming calls and assists with customer inquiries.
• Interview applicants to develop information regarding their goals and determine the appropriate product, terms, and pricing.
• Achieve department and individual sales/production goals and objectives.
• Ensure Checklists are followed and content is usable for Processors and Underwriters.
• Maintain CRM (Contact Relationship Manager).
• Maintain and comply with all company standards, policies, and procedures.

Requirements Overview

• NMLS License.
• 1 Year phone sales experience in the mortgage industry refinance and purchase market.
• Exceptional communication skills.
• Ability to stay organized and manage multiple loans/priorities at the same time.
• Analyze and comprehend complex financial data.
• Professional and effective interpersonal skills.
• Ability to meet the required hours of operation.

Towne Mortgage is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, disability, national origin, veteran status, or genetic information, as well as any other State or local employment protections. Towne Mortgage is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.