Mortgage Lead & Realtor Account Representative

Tag Lending Group, LLC; Greenwich (CT); Remote; USD 50,000 - 70,000; Full time

Job summary

Join a leading mortgage company as a Mortgage Lead & Realtor Account Representative. Engage with clients nationwide, manage calls, and provide tailored mortgage solutions. With opportunities for advancement and training, this full-time role offers a competitive compensation plan and a supportive team environment. Ideal candidates will possess strong communication skills and a valid NMLS license. Flexible work-from-home options are available.

Benefits

Bonus based on performance

Opportunity for advancement

Training & development

Qualifications

• Minimum 2 years as Mortgage Loan Originator or related role.
• Flexibility to work 40-45 hours weekly.
• Experience in call centers or customer service is a plus.

Responsibilities

• Handle high call volumes from clients nationwide.
• Provide accurate information on mortgage products and services.
• Engage clients to identify suitable mortgage products.

Skills

Communication

Problem-Solving

Time Management

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

2 months ago Be among the first 25 applicants

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 passionate about success and engaging with people over the phone. If you’re confident in your communication skills and ready to excel, we want 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 guide 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, guide clients through mortgage needs, and deliver essential information. Your role involves building relationships, analyzing financial scenarios, and offering tailored solutions in a high-call-volume, fast-paced environment. Leads and Realtor connections are provided, but proactive efforts to grow your client base are encouraged. You will also attend open houses on weekends, with one weekend off per month.

Key Responsibilities:

• Handle high call volumes from clients nationwide.
• Demonstrate exceptional time management skills (minimum 8/10 proficiency; testing required).
• Provide accurate information on mortgage products and services.
• Build rapport and effectively address client 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 proficiency with tools like Slack, HubSpot, Outlook, Birdeye, Box, etc. (testing required).
• Contribute to business growth through excellent customer service.
• Follow company playbooks and schedules; follow-up proficiency (8/10) is mandatory.
• Engage clients to identify suitable mortgage products, lock loans, and submit paperless packages.
• Ensure adherence to 14-day close requirements and loan stipulations.
• Manage various loan types (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.
• Flexibility to work 40-45 hours weekly.
• Excellent communication and phone etiquette skills.
• Strong problem-solving skills and attention to detail.
• Experience in call centers or customer service (mortgage/finance experience is a plus).
• Ability to build rapport and deliver positive client experiences.
• Basic knowledge of mortgage terms and products is advantageous.

Selection Process:

• Initial phone interview with a Recruiter.
• Complete an assessment.
• Testing (required).
• Zoom interview with Team Leader and Admin staff.
• Final interview with the CEO.

Training:

• Mandatory two-week training for new hires.

Schedule:

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

Compensation:

• W-2 employment only.
• Base salary and/or commissions depending on the role.

Apply now!

Join Tag Lending Group and be part of a team setting industry standards. Apply today and elevate your career! Flexible work-from-home options available.