Mortgage Lead Call Specialist (FULL-TIME)

About the position

The Mortgage Lead Call Specialist at Tag Lending Group is a full-time role focused on engaging with clients and potential customers through inbound and outbound calls. The position emphasizes building rapport, analyzing client needs, and providing appropriate mortgage solutions in a fast-paced environment. The specialist will utilize advanced AI technology and marketing channels to assist clients while also being proactive in expanding the client base. This role offers opportunities for advancement and is part of a company that prides itself on excellence in the mortgage industry.

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

Requirements
? Current, valid NMLS license or appointment in good standing.
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? Minimum two years of sales experience and two years as a Mortgage Loan Originator.
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? If newly licensed, a minimum of five years of sales experience and willingness to undergo a month of training.
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? Flexibility to work approximately 40-45 hours per week.
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? Strong phone presentation skills and ability to build client relationships.
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? Experience with CRM/CMS systems, preferably HubSpot.
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? Ability to make sound judgments on credit decisions, funding, and post-close issues.
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? Excellent communication, interpersonal, and organizational skills.

Nice-to-haves

Benefits
? Bonus based on performance
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? Opportunity for advancement
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? Training & development
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? Flexible work from home options

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