Mortgage Lead & Realtor Account Representative

Tag Lending Group, LLC; Lady Lake (FL); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Mortgage Lead & Realtor Account Representative to join their dynamic team. This role involves managing inbound and outbound calls, utilizing advanced AI technology to engage clients, and providing tailored mortgage solutions. With a focus on building relationships and delivering outstanding customer service, you will thrive in a high-volume environment. The company offers competitive compensation, ongoing training, and opportunities for advancement, making it an exciting place to grow your career. If you're passionate about helping others achieve their homeownership dreams, this is the perfect opportunity for you.

Benefits

Bonus based on performance

Opportunity for advancement

Training & development

Flexible work-from-home options

Marketing support

Licensing discounts

Ongoing training resources

Qualifications

• Current NMLS license required with 2 years of experience.
• Strong communication and problem-solving skills are essential.

Responsibilities

• Manage high call volumes and engage with clients nationwide.
• Provide accurate mortgage information and guide clients through options.

Skills

Communication Skills

Problem-Solving Skills

Time Management

Customer Service

Education

NMLS License

Sales Experience

Tools

CRM Tools

Job description

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

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 have strong communication skills and are ready to bring your best, we want to hear from you!

Benefits:

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

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
• Same-Day Approval & 14-Day Close
• Access to over 30 lenders
• Competitive Compensation Plan
• Marketing Support & Virtual Assistants
• Licensing & Continuing Education discounts
• Ongoing Training & Learning Resources
• Featured in top publications and ranked in the top 1% nationwide

Position Summary:

You will manage inbound and outbound calls, engaging with clients and prospects nationwide, utilizing AI technology and marketing tools. Your responsibilities include building relationships, analyzing financial scenarios, and offering tailored solutions in a high-volume environment. Attendance at open houses on weekends is expected, with one weekend off per month.

Key Responsibilities:

• Manage high call volumes from clients nationwide
• Demonstrate excellent time management (minimum 8/10 proficiency)
• Provide accurate mortgage information
• Build rapport and address client needs
• Guide clients through mortgage options
• Collaborate with sales and loan teams
• Use CRM tools effectively
• Prove technical proficiency in relevant tools
• Deliver outstanding customer service
• Follow-up diligently (must meet 8/10 standard)
• Engage in loan structuring and processing
• Ensure compliance with loan timelines and types

Qualifications:

• Current, valid NMLS license (minimum 2 years or willing to train)
• At least 2 years sales experience, or 5 years if newly licensed
• Availability for 40-45 hours/week
• Excellent communication skills
• Problem-solving skills and attention to detail
• Experience in call centers or finance is a plus
• Basic mortgage knowledge is advantageous

Selection Process:

• Initial phone interview
• Assessment and testing
• Zoom interview with team leaders
• Final interview with 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 (Open houses on 3 out of 4 weekends)
• Closed Sundays & Holidays

Compensation:

• W-2 employment
• Base salary and/or commission

Apply now and join Tag Lending Group, a leader setting industry standards. Flexible work-from-home options available.