Mortgage Growth Architect

ADP, Inc.; Danbury (CT); On-site; USD 85,000 - 125,000; Full time

Job summary

ADP, Inc. in Danbury, CT is seeking a Mortgage Lending Sales professional to build and manage relationships with clients and referral partners. You will quote rates, interview applicants, collect documents in Encompass, and drive mortgage origination to meet annual targets.

The role requires 4+ years in mortgage lending sales, a Bachelor's degree or equivalent experience, and active NMLS registration. Excellent communication and ability to work independently are essential for success.

Qualifications

• Bachelor's Degree or equivalent mortgage experience preferred.
• 4+ years' experience in mortgage lending sales.
• Registered with the National Mortgage Licensing System (NMLS).

Responsibilities

• Relationship building to generate new mortgage business for the bank.
• Consistently follow up on potential prospects and leads.
• Quote loan rates and answer questions pertaining to the loan product or products based on regulatory guidelines and bank policy.
• Interview mortgage loan applicants following lending policy guidelines and bank's customer service guidelines.
• Accurately complete loan applications and other necessary documents within the Encompass system; collect all necessary documents from the applicant(s).
• Actively follow up with applicants for required documents or information needed to process and underwrite the mortgage application in a timely manner.
• Achieve mortgage origination goals of $12 Million in closed loan origination annually.
• Achieve goals and objectives set within employment agreement.
• Contribute to bank promotional and marketing activities to generate leads for mortgages.
• Achieve customer referral goal of 6 per year from former clients.
• Achieve realtor referral goal from new and existing realtor contacts of 18 quality referrals that lead to an application per year.
• Achieve minimum referral goal of 12 from COI's such as Builders, Attorneys, Financial Advisors, and Accountants.
• Maintain an accurate record of customer contacts in CRM system, including valuable notes to assist our sales process within the bank.
• Address applicant/customer questions and concerns, document the conversations and take appropriate action to overcome issues; enter in Compliant Tracker for compliance purposes.
• Conduct sales calls and generate leads on referral sources to generate mortgage business.
• use sales and technical expertise to assist customers on meeting their needs for current and potential services and products.

Skills

Relationship management

Mortgage sales

Lead generation

CRM usage

Communication skills

Negotiation

Independent work

Education

Bachelor's degree or equivalent mortgage experience

Tools

Encompass system

Compliant Tracker

CRM system

NMLS

Job description

ADP, Inc. in Danbury, CT is seeking a Mortgage Lending Sales professional to build and manage relationships with clients and referral partners. You will quote rates, interview applicants, collect documents in Encompass, and drive mortgage origination to meet annual targets.

The role requires 4+ years in mortgage lending sales, a Bachelor's degree or equivalent experience, and active NMLS registration. Excellent communication and ability to work independently are essential for success.