Mortgage Lead & Realtor Account Representative

Tag Lending Group, LLC; Clearwater (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player in the mortgage sector is seeking a passionate Mortgage Lead & Realtor Account Representative. This role offers the opportunity to engage with clients nationwide, utilizing advanced AI technology to provide tailored mortgage solutions. With a focus on exceptional customer service and relationship building, you will thrive in a fast-paced environment, managing a high volume of calls and inquiries. The company prides itself on its innovative approach and commitment to client success, making this an exciting opportunity for those eager to advance their careers in a dynamic setting.

Benefits

Bonus based on performance

Opportunity for advancement

Training & development

Qualifications

• Minimum 2 years of sales experience as a Mortgage Loan Originator.
• Current NMLS license required; flexibility to work 40-45 hours weekly.

Responsibilities

• Manage high call volumes and provide accurate mortgage information.
• Build rapport with clients and assist with mortgage inquiries.

Skills

Communication Skills

Time Management

Problem-Solving

Customer Service

Education

NMLS License

Sales Experience

Tools

CRM Tools

Slack

HubSpot

Outlook

Job description

Join to apply for the Mortgage Lead & Realtor Account Representative role at Tag Lending Group, LLC.

Benefits:

• Bonus based on performance
• Opportunity for advancement
• Training & development

Position: Mortgage Lead & Realtor Account Representative (FULL-TIME)

We’re looking for individuals who are passionate about success and love engaging with people over the phone. If you’re confident in your communication skills and ready to bring your best, we’d love to hear from you!

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ABOUT US: At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. We offer a systematic digital experience through our proprietary Roadmap to Home Ownership, powered by advanced AI technology, providing clear financial direction and personalized support. Our licensed Mortgage Loan Originators are dedicated to guiding clients every step of the way.

WHY JOIN US?

• Wholesale Mortgage Lender with Competitive Rates
• Proprietary AI Mortgage Solutions (Roadmap to Homeownership)
• Same-Day Approval Process
• 14-Day Close (Submission to CTC)
• Access to Over 30 Lenders, including Banks, Non-Qualified Lenders, Private, and Hard Money options
• Aggressive Compensation Plan
• TAG TEAM NATION Marketing Machine and Virtual Assistants Support
• Company-Discounted Licensing Renewals & Continuing Education
• Ongoing Personal and Group Training with a robust Learning Management System
• Featured in Top Publications like Yahoo Finance and Scotsman Guide
• Ranked in the Top 1% of Loan Originators Nationwide

POSITION SUMMARY: As a Mortgage Lead & Realtor Account Representative, you will manage inbound and outbound calls, engaging with clients and prospects nationwide. Utilizing cutting-edge AI technology and marketing tools, you will receive leads and inquiries, guide clients through their mortgage needs, and deliver essential information. Your role involves building and nurturing strong relationships, analyzing financial scenarios, and offering tailored solutions in a high-call-volume, fast-paced environment. While we provide leads and Realtor connections, we also encourage proactive efforts to grow your client base through exceptional service. Additionally, you'll be expected to attend open houses on weekends, with one weekend off per month.

KEY RESPONSIBILITIES:

• Handle High Call Volumes: Manage a significant number of inbound and outbound calls from clients across the country.
• Time Management: Demonstrate exceptional time management skills (minimum 8/10 proficiency required—you will be tested).
• Provide Accurate Information: Offer clear, precise details on mortgage products and services.
• Client Engagement: Build strong rapport by actively listening and addressing client needs effectively.
• Mortgage Guidance: Assist clients with their mortgage inquiries, providing tailored solutions and options.
• Team Collaboration: Work closely with sales and loan officer teams to ensure seamless communication and process flow.
• CRM Proficiency: Utilize advanced CRM tools to maintain client records and follow up on leads efficiently.
• Tech Savvy: Prove your technical proficiency in tools such as Slack, Arrive, HubSpot, Outlook, Birdeye, Box, and others (testing will be conducted).
• Customer Service Excellence: Actively contribute to business growth through outstanding customer service.
• Follow-Up Skills: Adhere to company playbooks and weekly schedules; if follow-up is not an 8/10, do not apply.
• Loan Structuring: Engage with clients to identify suitable mortgage products, lock loans at the point of sale, and submit preliminary paperless loan packages.
• Compliance: Ensure adherence to 14-day close requirements and loan stipulations.
• Loan Types Expertise: Manage Conventional, VA, FHA, USDA, and other loan types (you will be tested).

QUALIFICATIONS:

• Current, valid NMLS license or appointment in good standing (minimum 2 years; do not apply if less).
• Minimum two years of sales experience and at least two years as a Mortgage Loan Originator or related role.
• For newly licensed applicants, a minimum of five years of sales experience and willingness to undergo a month of training.
• Flexibility to work approximately 40-45 hours per week.
• Excellent communication and phone etiquette skills.
• Strong problem-solving abilities and attention to detail.
• Ability to work efficiently in a fast-paced, high-call volume environment.
• Experience in a call center or customer service role (mortgage or finance experience is a plus).
• Ability to build rapport with customers and provide a positive client experience.
• A basic understanding of mortgage terms and products is advantageous.