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.
