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About the role
Key responsibilities & impact- Making outbound calls to prospective customers to introduce current loan options and qualify borrowers for next steps with a licensed Loan Consultant
- Managing a pipeline of business prospects, whether starting their home-buying journey, refinancing their existing home, or looking for a home equity line of credit
- Hitting key sales performance targets; driving customer conversion through critical funnel stages (e.g., converting prospects into hot opportunities)
- Assisting home buyers with their mortgage application, including answering customer calls and making outbound follow-up calls
- Executing on key sales activities within defined time frames for each customer (e.g., speed in responding to a new prospect)
- Delivering outstanding customer experiences by successfully responding to questions and developing the requisite product and market knowledge to do so effectively
- Ability to understand the customer’s timeframes and objectives and have a flexible approach to meet the customer’s needs
- Constantly looking to improve our in-house software or the customer experience by providing input to our product, sales, and revenue operations teams and testing solutions
Requirements
What you’ll need- Minimum 2 years of sales experience (preferred with at least 1 year in the mortgage industry but not required), ideally in a call center or outbound sales environment
- Track record of beating quota, with references that verify motivation, success, and work ethic
- Highly motivated; a self-starter with a high degree of ownership and a strong customer focus
- Organized with strong time management skills
- Exceptional interpersonal skills and ability to build rapport with customers from a variety of backgrounds
- Strong written communication skills
- Ability to troubleshoot and solve problems independently
- All team members are required to work a minimum of two weekend shifts per month
Benefits
Comp & perks- Competitive base salary with bonus or incentive opportunities, depending on role
- A range of medical and dental plans to choose from based on your needs, with vision coverage available for you and your family starting on day one.
- Build long-term financial security with a 401(k) through Vanguard, HSA with employer contributions, FSA’s, Employer Paid STD & LTD plans and access to financial planning resources.
- Generous paid time off, company holidays, sick time, and paid parental leave.
- Paid parental leave and childcare support, including employer matching for dependent care FSA.
- Mental health care (6 free virtual or in-person sessions) and wellness programs through Spring Health, EAP access, and additional perks like pet insurance and lifestyle discounts.
- Pre-tax Commuter benefit accounts with an employer match, and programs designed to support different working styles and lifestyles.
- Meal and snack offerings in select offices, plus a stipend to support your day-to-day - whether you’re in the office or working remotely.
- Work from our World Trade Center headquarters - featuring thoughtfully designed spaces, natural light, and panoramic skyline views. It’s a space built for collaboration, creativity, and bringing bold ideas to life.
- Help shape the brand of an AI-native company reinventing homeownership from the ground up
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales experiencemortgage applicationcustomer conversionpipeline managementquota achievementoutbound salesproblem solving
Soft Skills
self-startercustomer focustime managementinterpersonal skillswritten communicationorganizational skillsflexibilitymotivationownershiprapport building