Mortgage Lead & Realtor Account Representative

Tag Lending Group, LLC; Georgia; On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player in the mortgage sector is seeking a dynamic Mortgage Lead & Realtor Account Representative. This full-time position offers a unique opportunity to engage with clients nationwide, utilizing advanced AI technology to provide personalized mortgage solutions. You will thrive in a fast-paced environment, managing inbound and outbound calls while building strong relationships with clients. The role includes attending open houses and contributing to business growth through exceptional service. Join a team that values success, offers robust training, and provides opportunities for advancement in a rewarding career.

Benefits

Bonus based on performance

Opportunity for advancement

Training & development

Company-Discounted Licensing Renewals

Ongoing Personal and Group Training

Qualifications

• Must have a valid NMLS license and at least 2 years of sales experience.
• Strong communication and problem-solving skills are essential.

Responsibilities

• Manage high call volumes and provide tailored mortgage solutions.
• Build rapport with clients and assist with mortgage inquiries.

Skills

Communication Skills

Time Management

Problem-Solving

Customer Service

Sales Experience

Education

NMLS License

Sales Experience (2 years)

Tools

CRM Tools

Slack

HubSpot

Outlook

Birdeye

Box

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!

Watch this video before filling out our form: WATCH VIDEO

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 from clients across the country.
• Demonstrate exceptional time management skills (minimum 8/10 proficiency required—you will be tested).
• Provide accurate information on mortgage products and services.
• Build rapport with clients by actively listening and addressing their needs.
• Assist clients with mortgage inquiries, offering tailored solutions.
• Collaborate with sales and loan officers for seamless communication.
• Utilize CRM tools to maintain client records and follow up.
• Prove technical proficiency in tools like Slack, HubSpot, Outlook, Birdeye, Box, etc. (testing will be conducted).
• Contribute to business growth through excellent customer service.
• Follow company playbooks and weekly schedules; follow-up proficiency must be at least 8/10.
• Engage in loan structuring, lock loans at sale, and submit paperless preliminary loan packages.
• Ensure compliance with 14-day close requirements and loan stipulations.
• Manage various loan types including Conventional, VA, FHA, USDA (testing will be conducted).

Qualifications

• Current, valid NMLS license or appointment in good standing (minimum 2 years).
• At least two years of sales experience and two years as a Mortgage Loan Originator or related role.
• For newly licensed applicants, at least five years of sales experience and willingness to undergo training.
• Availability to work approximately 40-45 hours per week.
• Excellent communication and phone etiquette skills.
• Strong problem-solving skills and attention to detail.
• Experience in high-volume call centers or customer service roles is a plus.
• Ability to build rapport and provide positive client experiences.
• Basic understanding of mortgage terms and products is advantageous.

Selection Process

• Initial phone interview with Recruiter
• Complete an assessment
• Testing (multiple rounds)
• Zoom interview with Team Leader and Admin Staff
• Final interview with CEO

Training

• Mandatory two-week training for all new hires

Schedule

• Monday to Friday: 8:00 am - 6:00 pm
• Saturday: 9:00 am - 1:00 pm (attend open houses 3 out of 4 weekends)
• Closed on Sundays and Holidays

Compensation

• W-2 employment only
• Base salary and/or commission depending on position

Apply now to join Tag Lending Group and set the industry standard. Flexible work-from-home options available.