Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep

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

Job summary

An established industry player is seeking a Mortgage Loan Officer Team Leader to join their dynamic team. This full-time role involves managing inbound and outbound calls, utilizing advanced AI technology to guide clients through their mortgage needs. With a focus on building strong relationships and providing tailored solutions, you'll thrive in a fast-paced environment. The company offers competitive rates, extensive training, and a supportive marketing team to ensure your success. If you are passionate about helping clients achieve their home ownership dreams, this is the opportunity for you!

Benefits

Company Credit Card

Profit Sharing

Signing Bonus

Employee Discounts

Training & Development

Flexible Work-from-Home Options

Qualifications

• Must possess a valid NMLS license and have at least two years of sales experience.
• Excellent communication and phone etiquette skills are essential.

Responsibilities

• Manage high call volumes and engage with clients nationwide.
• Provide accurate mortgage product information and solutions.

Skills

Communication Skills

Time Management

Problem Solving

Customer Service

Sales Experience

Education

NMLS License

Sales Experience (2 years)

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 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 (Roadmap to Homeownership)
• 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 we provide leads and Realtor connections, proactive efforts to grow your client base through exceptional service are encouraged. You will also attend open houses on weekends, 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—you will be tested).
• Provide Accurate Information: Offer clear, precise 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.
• Tech Savvy: Prove proficiency in tools like Slack, HubSpot, Outlook, Birdeye, Box, etc. (testing required).
• Customer Service Excellence: Contribute to business growth via outstanding service.
• Follow-Up Skills: Follow company playbooks and weekly schedules; if follow-up is below 8/10, do not apply.
• Loan Structuring: Identify suitable mortgage products, lock loans, and submit paperless 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 required).

Qualifications:

• Current, valid NMLS license or appointment in good standing (minimum 2 years or do not apply).
• 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.
• Availability to work approximately 40-45 hours per week.
• Excellent communication and phone etiquette skills.
• Strong problem-solving and attention to detail.
• Ability to work efficiently in a fast-paced, high-call volume environment.
• Experience in call center or customer service roles (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 with Recruiter.
• Complete an assessment.
• Testing (required).
• Zoom interview with Team Leader and Admin Staff.
• Final interview with 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 (Attend 3 out of 4 weekends for open houses).
• Closed on Sundays and Holidays.

Supplemental Pay:

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

Apply Now!

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