Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep

Tag Lending Group, LLC; Detroit (MI); Hybrid; USD 50,000 - 80,000; Full time

Job summary

Join a leading company in the mortgage industry as a Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep. This role involves managing client interactions, providing tailored mortgage solutions, and utilizing advanced AI technology. With competitive compensation and flexible work options, this is an excellent opportunity for driven individuals looking to excel in their careers.

Benefits

Performance-Based Bonuses

Profit Sharing

Signing Bonus

Training & Development

Employee Discounts

Qualifications

• Minimum 2 years as a Mortgage Loan Originator.
• 5+ years of sales experience for newly licensed candidates.
• Excellent phone etiquette and communication skills.

Responsibilities

• Manage high call volumes and provide mortgage product information.
• Build rapport with clients and guide them through mortgage options.
• Ensure compliance with loan stipulations and deadlines.

Skills

Communication

Problem-Solving

Customer Service

Education

Valid NMLS license

Sales experience

Tools

CRM tools

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.

Position Overview

We are seeking a passionate individual who enjoys engaging with people over the phone, demonstrating confidence in communication, and striving for success. If this describes you, we want to hear from you!

Benefits

• Servicing Leads
• Realtor Account Management
• Benefits Grouped, Not Employer Matched
• Company Credit Card
• Performance-Based Bonuses
• Employee Discounts
• Profit Sharing
• Signing Bonus
• Training & Development

Company Introduction

At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. Our proprietary Roadmap to Home Ownership powered by advanced AI offers clients clear financial guidance and personalized support. Our licensed Mortgage Loan Originators are dedicated to guiding clients every step of the way.

Why Join Us?

• Competitive Rates as a Wholesale Mortgage Lender
• Innovative AI Mortgage Solutions
• Same-Day Approval & 14-Day Close
• Access to Over 30 Lenders
• Competitive Compensation Plan
• Marketing Support & Virtual Assistance
• Continuing Education & Licensing Support
• Recognition in Top Publications

Role Summary

As a Mortgage Lead & Realtor Account Representative, you will manage inbound and outbound calls, engaging with clients nationwide. Utilizing AI technology and marketing tools, you will handle inquiries, build relationships, analyze financial scenarios, and offer tailored mortgage solutions. Attendance at open houses on weekends is required, 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 product information
• Build rapport and address client needs effectively
• Assist with mortgage inquiries and guide clients through options
• Collaborate with team members for seamless service
• Utilize CRM tools for client management
• Prove proficiency with tools like Slack, HubSpot, Outlook, etc.
• Deliver outstanding customer service
• Follow company playbooks and schedules
• Identify suitable mortgage products and manage loan processes
• Ensure compliance with loan stipulations and deadlines
• Handle various loan types (Conventional, VA, FHA, USDA, etc.)

Qualifications

• Valid NMLS license in good standing (minimum 2 years)
• At least 2 years of sales experience and 2 years as a Mortgage Loan Originator; newly licensed candidates require 5+ years of sales experience and training willingness
• Availability to work 40-45 hours weekly
• Excellent communication and phone etiquette
• Strong problem-solving skills and attention to detail
• Experience in call centers or customer service (mortgage/finance a plus)
• Ability to build rapport and provide positive client experiences
• Basic understanding of mortgage terms and products is advantageous

Selection Process

• Initial phone interview
• Assessment completion
• Testing (multiple rounds)
• Zoom interviews with Team Leader & Admin
• Final interview with CEO

Training & Schedule

• Mandatory two-week training
• Monday-Friday: 8:00 am - 6:00 pm
• Saturday: 9:00 am - 1:00 pm (attend open houses 3 out of 4 weekends)
• Closed on Sundays & holidays

Compensation

• W-2 employment
• Base salary and/or commission depending on role

Apply Today!

Join Tag Lending Group and elevate your career. Flexible work-from-home options available.