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Mortgage Lead Call Specialist Representative

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

California (USA), United States

Offer summary

Qualifications:

Current valid NMLS license, Minimum two years of sales experience, Flexibility to work 40-45 hours a week, Excellent communication and phone skills, Attention to detail and problem-solving abilities.

Key responsabilities:

Handle high volume of client calls
Build rapport by actively listening
Assist clients with mortgage inquiries
Maintain client information using CRM system
Proactively contribute to business growth

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 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 👈🏻

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 demonstrate our strategic partnerships and commitment to excellence. 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 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.

KEY 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.

QUALIFICATIONS:

Current, valid NMLS license 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.

SELECTION PROCESS:

Initial phone conversation with our Recruiter.
Complete an 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 on 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.