Mortgage Loan Officer Team Leader / Realtor Partnerships Account Rep

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

Job summary

Join an innovative mortgage company that sets industry standards! As a Mortgage Loan Officer Team Leader, you'll leverage advanced AI technology to guide clients through their mortgage needs while managing high call volumes. This full-time role offers a dynamic environment where your communication skills and passion for success will shine. Enjoy competitive compensation, ongoing training, and the opportunity to work with a dedicated team. Elevate your career in a fast-paced, rewarding setting that values your contributions and fosters professional growth.

Benefits

Company Credit Card

Employee Discounts

Profit Sharing

Signing Bonus

Training & Development

Flexible Work-from-Home Options

Qualifications

• Minimum 2 years of experience as a Mortgage Loan Originator.
• Valid NMLS license in good standing required.

Responsibilities

• Manage inbound and outbound calls to assist clients with mortgage inquiries.
• Build rapport with clients and provide tailored mortgage solutions.

Skills

Communication Skills

Time Management

Problem-Solving

Customer Service

Sales Experience

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 who are passionate about success and love 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, 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 with clients by actively listening and addressing needs.
• Assist clients with mortgage inquiries, offering tailored solutions.
• Collaborate closely with sales and loan teams to ensure smooth communication.
• Utilize CRM tools effectively for client management and follow-ups.
• Prove technical proficiency in tools such as Slack, Arrive, HubSpot, Outlook, Birdeye, Box, etc. (testing required).
• Contribute to business growth through excellent customer service.
• Follow company playbooks and schedules; follow-up skills 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 including Conventional, VA, FHA, USDA, etc. (testing required).

Qualifications:

• Valid NMLS license or appointment in good standing (minimum 2 years, do not apply if less).
• At least two years of sales experience and two years as a Mortgage Loan Originator or related role.
• For newly licensed applicants, at least 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.
• Experience in high-volume call centers or customer service, mortgage experience 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 and testing.
• 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 - 6:00 pm
• Saturday: 9:00 am - 1:00 pm (Open houses; attendance required 3 out of 4 weekends)
• Closed on Sundays and Holidays.

Supplemental Pay:

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

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.