Mortgage Lead & Realtor Account Representative

Tag Lending Group, LLC; Danbury (CT); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company that sets the standard in the mortgage industry as a Mortgage Lead & Realtor Account Representative. In this full-time role, you'll engage with clients nationwide, utilizing advanced AI technology to provide tailored mortgage solutions. Your responsibilities will include managing high call volumes, building strong client relationships, and ensuring excellent customer service. With opportunities for training and advancement, this position is ideal for those passionate about success and eager to make an impact in a dynamic environment. Flexible work options are available, making it an exciting opportunity to grow your career.

Benefits

Bonus based on performance

Opportunity for advancement

Training & development

Qualifications

• Current NMLS license required with a minimum of two years as a Mortgage Loan Originator.
• Strong communication and customer service skills are essential.

Responsibilities

• Manage high call volumes and provide accurate mortgage information.
• Engage with clients and assist with their mortgage inquiries.

Skills

Communication Skills

Time Management

Problem-Solving

Customer Service

Mortgage Knowledge

Education

NMLS License

Sales Experience

Tools

CRM Tools

Slack

HubSpot

Outlook

Job description

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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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COMPANY:

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: (You Will Be Tested)

• 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: Efficiently manage Conventional, VA, FHA, USDA, and other loan types (you will be tested).
  
  
  

QUALIFICATIONS:

• Current, valid NMLS license or appointment in good standing. (2-Year Minium or do not fill this out)
• Minimum two years of sales experience and at least two years as a Mortgage Loan Originator or related experience.
• For newly licensed applicants, a minimum of five years of sales experience is required with a 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 an advantage.
  
  
  

SELECTION PROCESS:

• Initial phone conversation with our Recruiter.
• Complete an assessment.
• Testing*
• Zoom interview with a Team Leader and Administrative Staff.
• Testing*
• Final interview with the CEO.
  
  
  

TRAINING:

• Mandatory two-week training period for all new hires.
  
  
  

SCHEDULE:

• Monday to Friday: 8:00 am to 6:00 pm
• Saturday: 9:00 am to 1:00 pm (Open Houses Must Attend 3 out of 4 weekends)
• Closed on Sundays and Holidays.
  
  
  

SUPPLEMENTAL PAY:

• W-2 only
• Base and/or commission pay depending on the legal position.
  
  
  

APPLY NOW!

Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and take your career to the next level!

Flexible work from home options available.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

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