Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep

Tag Lending Group, LLC; Fairburn (GA); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Mortgage Loan Officer Team Leader, where your passion for success and communication skills will shine. This role involves managing client relationships, utilizing cutting-edge AI technology, and guiding clients through their mortgage needs. With a focus on exceptional service and proactive client engagement, you'll thrive in a high-volume environment. Enjoy competitive compensation, ongoing training, and a supportive team culture. If you're ready to take your career to the next level in the mortgage industry, this opportunity is for you!

Benefits

Company Credit Card

Bonus based on performance

Employee discounts

Profit sharing

Signing bonus

Training & development

Qualifications

• Minimum 2 years as a Mortgage Loan Originator or related role.
• Flexibility to work 40-45 hours per week.

Responsibilities

• Handle high call volumes from clients across the country.
• Assist clients with mortgage inquiries and offer tailored solutions.

Skills

Communication Skills

Time Management

Problem Solving

Customer Service

Education

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

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 eager to bring your best, we’d love to hear from you!

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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 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 expected, with one weekend off per month.

Key Responsibilities:

• Handle high call volumes from clients across the country.
• Demonstrate exceptional time management skills (minimum 8/10 proficiency required — testing will be conducted).
• Provide accurate information on mortgage products and services.
• Build rapport with clients through active listening and effective communication.
• Assist clients with mortgage inquiries, offering tailored solutions.
• Collaborate with sales and loan officer teams for seamless process flow.
• Utilize CRM tools to maintain client records and follow up on leads.
• Prove technical proficiency in tools like Slack, HubSpot, Outlook, Birdeye, Box, etc. (testing conducted).
• Contribute to business growth through outstanding customer service.
• Follow company playbooks and schedules; follow-up proficiency must be at least 8/10.
• Engage with clients to identify suitable mortgage products, lock loans, and submit paperless loan packages.
• Ensure compliance with 14-day close requirements and loan stipulations.
• Manage various loan types (Conventional, VA, FHA, USDA); testing will be conducted.

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 skills and attention to detail.
• Experience in call centers or customer service roles; mortgage/finance experience is 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 with our Recruiter.
• Complete an assessment.
• Testing (conducted multiple times).
• 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 to 6:00 pm.
• Saturday: 9:00 am to 1:00 pm (Open Houses on 3 out of 4 weekends).
• Closed on Sundays and Holidays.

Compensation:

• W-2 employment only.
• Base salary and/or commissions depending on the role.

Apply now!

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