Mortgage Lead & Realtor Account Representative

Tag Lending Group, LLC; Port Charlotte (FL); Hybrid; USD 40,000 - 80,000; Full time

Job summary

An established industry player in the mortgage sector is seeking a Mortgage Lead & Realtor Account Representative. This full-time position offers the chance to engage with clients nationwide, utilizing advanced AI technology to streamline mortgage processes. You will build strong client relationships while managing high call volumes and attending open houses. With a focus on excellent communication and customer service, you will be part of a team setting industry standards. Flexible work-from-home options are available, making this an exciting opportunity for those looking to grow in the mortgage industry.

Benefits

Flexible Work-from-Home Options

Base Salary Plus Commission

Industry Training

Qualifications

• Minimum 2 years of mortgage industry experience or 5 years in sales for newly licensed.
• Valid NMLS license required.

Responsibilities

• Manage inbound and outbound calls, engaging clients nationwide.
• Utilize AI technology to guide clients through mortgage processes.

Skills

Sales Experience

Communication Skills

Customer Service

Time Management

Mortgage Knowledge

Education

NMLS License

Tools

Slack

HubSpot

Outlook

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)

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.

Responsibilities:

1. Manage inbound and outbound calls, engaging with clients and prospects nationwide.
2. Utilize AI technology and marketing tools to receive leads and inquiries, guiding clients through mortgage processes.
3. Build and nurture strong client relationships, analyze financial scenarios, and offer tailored solutions.
4. Attend open houses on weekends, with one weekend off per month.

Qualifications:

• Valid NMLS license or appointment in good standing (minimum 2 years).
• At least two years of sales experience and related mortgage industry experience; for newly licensed, at least five years of sales experience and willingness to undergo training.
• Excellent communication and phone etiquette skills.
• Ability to work efficiently in a high-call-volume environment.
• Basic understanding of mortgage terms and products is a plus.

Key Skills & Testing:

• Manage high call volumes effectively (testing required).
• Demonstrate proficiency in time management (minimum 8/10 score required).
• Prove technical skills in tools like Slack, HubSpot, Outlook, etc. (testing required).
• Provide outstanding customer service and follow-up.

Schedule & Compensation:

• Monday to Friday: 8:00 am to 6:00 pm.
• Saturday: 9:00 am to 1:00 pm (attend open houses 3 out of 4 weekends).
• Base salary plus commission (W-2 only).

Apply now and join a team setting industry standards with flexible work-from-home options available.