Inside Sales Representative-Correspondent Lending (Mortgage)

Augment Analytics; United States; On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Base salary + bonus

Benefits, PTO, holidays

Collaborative team environment

Job summary

Augment Analytics is seeking an Inside Sales Representative-Correspondent Lending to expand our mortgage enterprise. You will prospect, qualify, and onboard new correspondent sellers and grow production with existing accounts under the SVP of Sales.

You will work with national and regional teams to extend market coverage, manage a robust pipeline, and provide responsive, knowledgeable support to clients throughout onboarding and ongoing service. Prior mortgage wholesales experience preferred.

Qualifications

• Mortgage sales experience with correspondent or wholesale channels.
• Proven track record of developing new accounts and turning prospects into producing clients.
• Ability to manage a sales pipeline and execute outbound prospecting.
• Strong communication and presentation skills.
• Familiarity with Non-Agency and Non-QM mortgage products preferred.

Responsibilities

• Prospect and develop new correspondent seller relationships through outbound calls, emails, referrals and targeted outreach.
• Guide qualified prospects through the account approval, onboarding and activation process.
• Engage accounts to identify opportunities to generate new loan volume.
• Develop production in markets not consistently covered by the sales teams.
• Build and maintain an active sales pipeline with follow-up activities and objectives.
• Educate clients on products, pricing, guidelines, technology and service capabilities.
• Coordinate with credit, operations, pricing and account management to provide solutions.
• Maintain contact with assigned accounts to strengthen relationships and increase production.
• Deliver responsiveness and customer service through the onboarding process.
• Maintain CRM records and pipeline updates.
• Collaborate with marketing on campaigns and lead development.
• Represent professionally in all client interactions.

Skills

Mortgage sales

Account development

CRM proficiency

Outbound prospecting

Relationship building

Presentation skills

Education

Bachelor's degree in Business, Finance, or related field

Tools

Salesforce CRM

Job description

We are seeking an Inside Sales Representative-Correspondent Lending , to join our fast-growing Mortgage enterprise.Reporting to the SVP of Sales, you will take an active role to expand correspondent client base, develop new seller relationships and increase production from existing accounts.

This position requires a proven mortgage sales professional with direct experience in correspondent lending or wholesale inside sales. The successful candidate will be responsible for prospecting, qualifying and onboarding new accounts.

The Inside Sales Representative will work closely with the national and regional sales teams to expand market coverage and ensure prospective and existing clients receive responsive, knowledgeable support.

Key Responsibilities

• Prospect and develop new correspondent seller relationships through outbound calls, email campaigns, referrals and other targeted outreach
• Guide qualified prospects through the account approval, onboarding and activation process
• Engage approved, non-producing and inactive accounts to identify opportunities to generate new loan volume
• Develop production in markets and client segments not consistently covered by the national or regional sales teams
• Build and maintain an active sales pipeline with clear follow-up activities and conversion objectives
• Educate clients on Companies Non-Agency and Non-QM products, pricing, guidelines, technology and service capabilities
• Identify client needs and coordinate with credit, operations, pricing and account management teams to provide effective solutions
• Maintain consistent contact with assigned accounts to strengthen relationships and increase production
• Deliver a high level of responsiveness and customer service throughout the sales and onboarding process
• Maintain accurate and timely client, pipeline and activity records within the companies CRM
• Collaborate with marketing on targeted campaigns, prospect outreach and lead-development initiatives
• Represent professionally in all client interactions

Qualifications

• Experienced mortgage sales professional with direct correspondent or wholesale inside sales experience
• Demonstrated success developing new accounts and converting prospects into producing client relationships
• Strong understanding of the mortgage origination process and correspondent or wholesale lending channels
• Familiarity with Non-Agency and Non-QM mortgage products strongly preferred
• Proven ability to manage a sales pipeline and consistently execute outbound prospecting activities
• Strong relationship-building, communication and presentation skills
• Ability to explain mortgage products, guidelines and processes clearly and confidently
• Self-motivated, results-oriented and comfortable working within a performance-based sales environment
• Strong organizational skills with disciplined follow-up and attention to detail
• Experience using CRM systems and other sales-management tools
• Ability to collaborate effectively with sales, credit, operations, marketing and account-management teams

Performance Measures

• Number of new accounts approved and successfully onboarded
• Number of activated accounts
• Loan lock and funded production volume
• Prospect-to-account and account-to-production conversion
• Customer responsiveness and satisfaction
• Pipeline management and CRM discipline
• Achievement of assigned sales and activity objectives

What We Offer

• Competitive base salary + incentive bonus (based on performance ) with full benefits, PTO and paid company holidays
• A collaborative and supportive team environment

* No agencies please.

**At this time, we will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN or other types of work authorization).