Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep

Tag Lending Group, LLC; Lady Lake (FL); On-site; USD 50,000 - 90,000; Full time

Job summary

A forward-thinking company is seeking a Mortgage Loan Officer Team Leader to join their dynamic team. This role involves managing client relationships, utilizing cutting-edge AI technology, and providing exceptional service in a fast-paced environment. With a focus on growth and performance, you will have the opportunity to work with a wide range of mortgage products while receiving comprehensive training and support. Join a company that values innovation and offers a competitive compensation plan, along with various benefits to enhance your career in the mortgage industry.

Benefits

Company Credit Card

Bonus based on performance

Employee discounts

Profit sharing

Signing bonus

Training & development

Flexible work-from-home options

Qualifications

• Minimum 2 years as a Mortgage Loan Originator required.
• Strong communication and problem-solving skills are essential.

Responsibilities

• Manage high call volumes and provide tailored mortgage solutions.
• Build rapport with clients and maintain client records using CRM tools.

Skills

Sales Experience

Communication Skills

Problem-Solving Skills

Time Management

Customer Service

Education

NMLS License

High School Diploma

Tools

CRM Tools

Slack

HubSpot

Outlook

Birdeye

Box

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)

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, we also encourage proactive efforts to grow your client base through exceptional service. Additionally, you'll be expected to attend open houses on weekends, 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.
• Demonstrate exceptional time management skills (minimum 8/10 proficiency required—you will be tested).
• Provide accurate information on mortgage products and services.
• Build rapport by actively listening and addressing client needs.
• Assist clients with mortgage inquiries, providing tailored solutions and options.
• Collaborate with sales and loan officer teams for seamless communication.
• Utilize CRM tools to maintain client records and follow up on leads efficiently.
• Prove technical proficiency in tools such as Slack, HubSpot, Outlook, Birdeye, Box, etc. (testing will be conducted).
• Contribute to business growth through outstanding customer service.
• Follow company playbooks and weekly schedules; follow-up skills must be rated at least 8/10.
• Engage with clients to identify suitable mortgage products, lock loans, and submit paperless loan packages.
• Ensure adherence to 14-day close requirements and loan stipulations.
• 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 required).
• 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 a call center or customer service role (mortgage or 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 (multiple rounds).
• Zoom interview with a 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 (attend open houses 3 out of 4 weekends).
• Closed on Sundays and holidays.

Supplemental Pay:

• 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 industry standards. Apply today and elevate your career! Flexible work-from-home options available.