Mortgage Lead Call Specialist Representative (Remote)

Mortgage Lead Call Specialist Representative | Sage Staffing |United States

Position: Mortgage Lead Call Specialist Representative(FULL-TIME)

Sage Staffing is representing a client looking for individuals whoare passionate about success and love engaging with people over the phone.If you’re confident in your communication skills and ready to bring yourbest, we’d love to hear from you!

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Mortgage Lead Call Specialist Representative | Sage Staffing | United States

Position: Mortgage Lead Call Specialist Representative (FULL-TIME)

Sage Staffing is representing a client 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!

ABOUT THE COMPANY:

Our client prides themselves on being the Goldman Sachs of the mortgage industry. Their Market Service Agreements (MSAs) with Keller Williams and LIV Realty in Orlando demonstrate their strategic partnerships and commitment to excellence. They offer a systematic digital experience through their proprietary Roadmap to Home Ownership, powered by advanced AI technology, providing clear financial direction and personalized support. Their 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
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

MORTGAGE LEAD CALL SPECIALIST SUMMARY:

As a Mortgage Lead Call Specialist Representative, you will be responsible for handling inbound and outbound calls, engaging with clients and potential customers across the country. Leveraging advanced AI technology and marketing channels, you will receive leads and inquiries, assist clients with their mortgage needs, and provide relevant information. Your role is to build strong relationships, analyze financial situations, and offer suitable solutions in a high-call volume, fast-paced environment. While leads are provided, we encourage proactive outreach to expand your client base through excellent customer service.

MORTGAGE LEAD CALL SPECIALIST RESPONSIBILITIES:

Handle a high volume of inbound and outbound calls from clients nationwide.
Provide accurate and helpful information regarding mortgage products and services.
Build rapport with clients by actively listening and addressing their needs.
Assist clients in navigating their mortgage inquiries, offering solutions and options.
Collaborate with sales and loan officer teams to ensure smooth communication.
Maintain client information and follow up on leads using our advanced CRM system.
Proactively contribute to the growth of the business through excellent customer service.
Follow company-specific playbooks and weekly schedules.
Engage with clients to determine the best mortgage products, lock the loan at the point of sale, and submit preliminary paperless loan packages.
Ensure compliance with 14-day close requirements and stipulations.
Manage Conventional, VA, FHA, USDA, and other loan types effectively.

MORTGAGE LEAD CALL SPECIALIST QUALIFICATIONS:

Current, valid NMLS license (FL, TX, GA, PA) or appointment in good standing.
Minimum two years of sales experience and at least two years as a Mortgage Loan Originator or related experience.
For newly licensed applicants, a minimum of five years of sales experience is required with a willingness to undergo a month of training.
Flexibility to work approximately 40-45 hours per week.
Excellent communication and phone etiquette skills.
Strong problem-solving abilities and attention to detail.
Ability to work efficiently in a fast-paced, high-call volume environment.
Experience in a call center or customer service role (mortgage or finance experience is a plus).
Ability to build rapport with customers and provide a positive client experience.
A basic understanding of mortgage terms and products is an advantage.
Fha, va, jumbo, dscr,

TRAINING: