Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep

Tag Lending Group, LLC; Miami Beach (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Join a forward-thinking company as a Mortgage Lead & Realtor Account Representative, where your communication skills will shine. This role involves managing client interactions through calls and utilizing advanced AI technology to guide clients through mortgage options. You'll benefit from a competitive compensation plan, ongoing training, and a supportive team environment. With a focus on excellence, you will help clients navigate their financial journeys and contribute to the company's success. If you're ready to elevate your career in the mortgage industry, this is the opportunity for you!

Benefits

Company Credit Card

Bonus Based on Performance

Employee Discounts

Profit Sharing

Signing Bonus

Training & Development

Qualifications

• Minimum 2 years' experience as a Mortgage Loan Originator.
• Strong communication and phone etiquette skills.

Responsibilities

• Manage inbound and outbound calls, engaging clients nationwide.
• Provide accurate information on mortgage products and services.

Skills

Communication Skills

Problem-Solving

Time Management

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 who enjoy engaging with people over the phone. If you’re confident in your communication skills and eager to excel, we want to hear from you!

Watch this video before filling out our application: 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 guide 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 Support and Virtual Assistants
• Discounted Licensing Renewals & Continuing Education
• Ongoing Training via 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 AI technology and marketing tools, you will receive leads, guide clients through mortgage options, and build strong relationships. You will analyze financial scenarios, offer tailored solutions, and attend open houses on weekends (one weekend off per month).

Key Responsibilities:

• Handle high call volumes from clients across the country.
• Demonstrate excellent time management skills (minimum 8/10 proficiency required).
• Provide accurate information on mortgage products and services.
• Build rapport and effectively address client needs.
• Assist clients with mortgage inquiries and solutions.
• Collaborate with sales and loan teams for seamless processes.
• Use CRM tools to maintain client records and follow up.
• Prove proficiency with tools like Slack, HubSpot, Outlook, and others (testing required).
• Deliver outstanding customer service to contribute to business growth.
• Follow company schedules and playbooks; follow-up skills must be rated at least 8/10.
• Engage in loan structuring, lock loans at sale, and submit paperless packages.
• Ensure compliance with 14-day close requirements and loan stipulations.
• Manage various loan types (Conventional, VA, FHA, USDA, etc., testing required).

Qualifications:

• 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, five years of sales experience and willingness to undergo training.
• Availability to work 40-45 hours weekly.
• Excellent communication and phone etiquette skills.
• Strong problem-solving and attention to detail.
• Experience in high-volume call centers or customer service (mortgage/finance experience preferred).
• 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 - 6:00 pm
• Saturday: 9:00 am - 1:00 pm (Open houses 3 out of 4 weekends)
• Closed on Sundays and Holidays

Compensation:

• W-2 employment only
• Base salary and/or commission 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.