Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep

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

Job summary

An innovative mortgage company is seeking a dynamic Mortgage Loan Officer Team Leader to engage with clients and manage Realtor partnerships. This role offers the opportunity to work with cutting-edge AI technology, providing personalized mortgage solutions while building strong client relationships. You will thrive in a fast-paced environment, handling high call volumes and ensuring compliance with loan stipulations. With a competitive compensation plan and ongoing training, this position is perfect for those passionate about the mortgage industry and eager to make a significant impact. Join a team that values excellence and innovation in the financial sector.

Benefits

Company Credit Card

Employee Discounts

Profit Sharing

Signing Bonus

Training & Development

Flexible Work from Home Options

Qualifications

• Minimum 2 years as a Mortgage Loan Originator or related role.
• Excellent communication and phone etiquette skills.

Responsibilities

• Manage inbound and outbound calls from clients across the country.
• Assist clients with inquiries, providing tailored mortgage solutions.

Skills

Sales Experience

Communication Skills

Time Management

Problem-Solving

Customer Service

Attention to Detail

Education

NMLS License

Sales Experience

Tools

CRM Software

Slack

HubSpot

Outlook

Job description

Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep

Join to apply for the Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep role at Tag Lending Group, LLC.

Benefits:

• Servicing Leads
• Servicing Realtor Accounts
• Benefits Grouped Not Employer Matched
• Company Credit Card
• Bonus based on performance
• Employee discounts
• Profit sharing
• Signing bonus
• 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 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
• 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 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, proactive efforts to grow your client base through exceptional service are encouraged. Attendance at open houses on weekends is expected, with one weekend off per month.

Key Responsibilities:

• Handle High Call Volumes: Manage inbound and outbound calls from clients across the country.
• Time Management: Demonstrate exceptional time management skills (minimum 8/10 proficiency required).
• Provide Accurate Information: Offer clear details on mortgage products and services.
• Client Engagement: Build rapport by actively listening and addressing client needs.
• Mortgage Guidance: Assist clients with inquiries, providing tailored solutions.
• Team Collaboration: Work with sales and loan officer teams for seamless communication.
• CRM Proficiency: Use CRM tools to maintain client records and follow up on leads.
• Tech Savvy: Prove proficiency with tools like Slack, HubSpot, Outlook, and others.
• Customer Service Excellence: Contribute to business growth through outstanding service.
• Follow-Up Skills: Follow company playbooks and schedules; if follow-up is below 8/10, do not apply.
• Loan Structuring: Engage with clients to identify suitable mortgage products and submit 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.

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, a minimum of five years of sales experience and willingness to undergo training.
• Flexibility to work approximately 40-45 hours per week.
• Excellent communication and phone etiquette skills.
• Strong problem-solving and attention to detail.
• Experience in a call center or customer service role (mortgage/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 Recruiter.
• Complete an assessment and testing.
• Zoom interview with Team Leader and Staff.
• Final interview with the CEO.

Training:

• Mandatory two-week training for all new hires.

Schedule:

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

Compensation:

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

Apply Now!

Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and elevate your career! Flexible work from home options available.