Sales- Consumer Direct Home Lending Advisor – Tempe, AZ

Pomona College; Tempe, Northern (AZ, KY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Pomona College in Tempe seeks a Mortgage Sales Associate to convert inquiries and leads into mortgage applications, manage CRM interactions, and guide clients through the loan process. You will conduct thorough phone consultations, maintain compliant processes, and deliver strong post-application support to foster long-term relationships.

Strong MS Office skills and on-site availability are essential. Applicants should have a bachelor’s degree or equivalent experience in finance or related

Qualifications

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
• Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
• Excellent oral and written communication skills.
• Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.

Responsibilities

• Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
• CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
• Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
• Regulatory Compliance: Uphold all industry regulations and manage associated risks
• Client Retention: Provide exceptional post-application support to build long-term client relationships.

Skills

MS Office

Financial software

Self-motivated

Detail-oriented

Organized

Communication skills

On-site scheduling

Education

Bachelor's degree or equivalent in finance/business

Job description

Job Responsibilities

• Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
• CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
• Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
• Regulatory Compliance: Uphold all industry regulations and manage associated risks
• Client Retention: Provide exceptional post-application support to build long-term client relationships.

Required Qualifications, Capabilities, and Skills

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
• Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
• Excellent oral and written communication skills.
• Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s degree or equivalent experience in finance, business, or a related field.
• 2+ years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.

Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates.