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Mortgage Lead Call Specialist (FULL-TIME)

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 
Texas (USA), United States

Offer summary

Qualifications:

Current NMLS license in good standing, Minimum two years of sales experience, Two years as a Mortgage Loan Originator, Experience with CRM/CMS systems, Able to work 40-45 hours per week.

Key responsabilities:

  • Handle inbound and outbound calls
  • Determine client's best loan product
  • Collaborate with administrators and underwriter
  • Manage various loan types effectively
  • Maintain 14-day close requirements
Tag Lending Group, LLC logo
Tag Lending Group, LLC Banking TPE https://Www.TagLendingGroup.com
11 - 50 Employees
See more Tag Lending Group, LLC offers

Job description

Benefits:

  • Bonus based on performance
  • Opportunity for advancement
  • Training & development


Position: Mortgage Lead Call Specialist (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 👈🏻

COMPANY:

ABOUT US:

At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. Our Market Service Agreements (MSAs) with Keller Williams and LIV Realty in Orlando exemplify our strategic partnerships and commitment to excellence. We offer a systematic digital experience with our proprietary Roadmap to Home Ownership, powered by advanced AI technology, to assist with your financial needs. Our AI system provides direction and clarity, while our licensed Mortgage Loan Originators guide clients through every step of the process.

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, Banks, Non-Qualified Lenders, Private Money, and Hard Money options**
  • Aggressive Compensation Plan**
  • Access to TAG TEAM NATION Marketing Machine and Virtual Assistants**
  • Company-Discounted Licensing Renewals & Continuing Education**
  • Ongoing Personal and Group Training, Robust Learning Management System**
  • Featured in Top Publications like Yahoo Finance and Scotsman Guide**
  • Top 1% of Loan Originators Nationwide**


POSITION SUMMARY:

Our Call Center Representatives handle inbound and outbound calls, engaging with clients and potential customers nationwide. They use advanced AI technology and marketing channels to receive leads and inquiries, assisting with customer needs, answering questions, and providing relevant information. Representatives are expected to build rapport with clients, analyze their needs, and offer appropriate solutions in a fast-paced, high-call volume environment. While we provide a steady stream of leads and support, we also encourage Representatives to actively seek opportunities to expand their client base through proactive outreach and excellent customer service.

RESPONSIBILITIES:

  • Follow our playbooks, and weekly schedules (Proprietary to our company)
  • Determine the best product for the client, lock the loan at the point of sale, and submit a preliminary paperless loan package.
  • Collaborate with several administrators and a designated underwriter to oversee work.
  • Focus on new loan originations while processors work on the loan.
  • Ensure 14-day close requirements and stipulations are met.
  • Manage Conventional, VA, FHA, USDA, and other loan types.


REQUIREMENTS:

  • Current, valid NMLS license or appointment in good standing.**
  • Minimum two years of sales experience and two years as a Mortgage Loan Originator.**
  • If newly licensed, 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.**
  • Strong phone presentation skills and ability to build client relationships.**
  • Experience with CRM/CMS systems, preferably HubSpot.**
  • Ability to make sound judgments on credit decisions, funding, and post-close issues.**
  • Excellent communication, interpersonal, and organizational skills.**


SELECTION PROCESS:

  • Phone conversation with our Recruiter**
  • Assessment**
  • Zoom interview with a Team Leader and Administrative Staff**
  • Final interview with the CEO**


TRAINING:

  • Mandatory two-week training period for all new hires.


SCHEDULE:

  • Monday to Friday: 8:00 am to 6:00 pm**
  • Saturday: 9:00 am to 1:00 pm**
  • Closed Sundays and Holidays**


SUPPLEMENTAL PAY:

  • W-2 only**
  • Base and/or commission pay depending on the legal position**


APPLY NOW!

Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and take your career to the next level!

Flexible work from home options available.

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Banking
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Telephone Skills
  • Organizational Skills
  • Social Skills
  • Training And Development
  • Verbal Communication Skills

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