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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)
- 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- Performance-driven compensation
- Comprehensive, flexible health benefits
- Financial wellbeing & long-term support
- Time to recharge
- Support for families
- Holistic wellbeing support
- Flexibility in how you work and live
- Daily perks that make work better
- An exceptional NYC office experience
- High-impact work at a category-defining moment
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 application assistancecustomer conversionpipeline managementquota achievementproblem solving
Soft Skills
highly motivatedself-startercustomer focusorganizational skillstime managementinterpersonal skillswritten communicationflexibility
