Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep

Tag Lending Group, LLC; Miami (FL); Hybrid; USD 50,000 - 90,000; Full time

Job summary

An innovative mortgage lender is seeking a Mortgage Lead & Realtor Account Representative to join their dynamic team. This role involves engaging with clients through high call volumes, utilizing advanced AI technology to guide them through their mortgage needs. With a focus on exceptional customer service, you will manage inbound and outbound calls, analyze financial scenarios, and offer personalized solutions. The company offers a competitive compensation plan, ongoing training, and a supportive environment that encourages growth and success. If you're passionate about helping clients achieve their homeownership dreams, this is the perfect opportunity for you.

Benefits

Company Credit Card

Bonus based on performance

Employee discounts

Profit sharing

Signing bonus

Training & development

Qualifications

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

Responsibilities

• Manage high call volumes and provide tailored mortgage solutions.
• Build rapport with clients and assist with inquiries.

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 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 are encouraged. You will also attend open houses on weekends, with one weekend off per month.

Key Responsibilities:

• Handle high call volumes managing 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.
• Collaborate with sales and loan officer teams for seamless communication.
• Utilize CRM tools to maintain client records and follow up on leads.
• Prove technical proficiency in tools like Slack, Arrive, HubSpot, Outlook, Birdeye, Box, etc. (testing conducted).
• Contribute to business growth through outstanding customer service.
• Follow company playbooks and weekly schedules; follow-up proficiency (8/10) is mandatory.
• Engage with clients to identify suitable mortgage products, lock loans, and submit preliminary 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 a month of training.
• Flexibility to work approximately 40-45 hours per week.
• Excellent communication and phone etiquette skills.
• Strong problem-solving skills and attention to detail.
• Ability to work efficiently in a fast-paced, high-volume environment.
• 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 during the process).
• Zoom interview with a Team Leader and Administrative 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.

Supplemental Pay:

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