Mortgage Lead & Realtor Account Representative

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

Job summary

Join a forward-thinking mortgage company as a Mortgage Lead & Realtor Account Representative, where your communication skills will shine. In this dynamic role, you'll manage inbound and outbound calls, guiding clients through their mortgage journeys using advanced AI technology. With a strong focus on building relationships and delivering tailored solutions, you'll thrive in a fast-paced environment. Enjoy the benefits of a competitive compensation plan, ongoing training, and the opportunity for advancement. This is your chance to be part of an innovative team that sets industry standards and values your contributions.

Benefits

Bonus based on performance

Opportunity for advancement

Training & development

Company-discounted licensing renewals

Ongoing personal and group training

Qualifications

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

Responsibilities

• Manage high call volumes and provide tailored mortgage solutions.
• Engage clients effectively and maintain accurate records using CRM tools.

Skills

Communication Skills

Time Management

Problem-Solving

Customer Service

Sales Experience

Education

NMLS License

Sales Experience (2 years)

Tools

CRM Software

Slack

HubSpot

Outlook

Birdeye

Box

Job description

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

Benefits include:

• 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 eager to excel, 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
• 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 leads and Realtor connections are provided, proactive efforts to grow your client base are encouraged. Attendance at open houses on weekends is required, with one weekend off per month.

Key Responsibilities

• 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: Manage Conventional, VA, FHA, USDA, and other loan types (testing will be conducted).

Qualifications

• Current, valid NMLS license or appointment in good standing (minimum 2 years; do not apply otherwise).
• At least two years of sales experience and two years as a Mortgage Loan Originator or related role.
• For newly licensed applicants, a minimum of five years of sales experience and 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.
• Experience in a call center or customer service role (mortgage or finance experience is a plus).
• Ability to build rapport and provide a positive client experience.
• Basic understanding of mortgage terms and products is advantageous.

Selection Process

• Initial phone interview with our Recruiter.
• Complete an assessment.
• Testing (multiple rounds).
• Zoom interview with Team Leader and Admin Staff.
• Final interview with the 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 (Open Houses 3 out of 4 weekends)
• Closed on Sundays and Holidays.

Compensation

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

Apply now to join Tag Lending Group and be part of a team setting industry standards. Flexible work from home options are available.