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About the role
Key responsibilities & impact- Manage a pipeline of prospects across home purchase, refinance, and home equity needs, guiding them through the home lending process.
- Assist clients with their mortgage application and documentation, including inbound and outbound calls, ensuring accuracy and timeliness.
- Communicate clearly and confidently with clients, answering questions and building the product and market knowledge needed to do so effectively.
- Drive customer conversion through critical funnel stages while hitting key sales performance targets.
- Collaborate closely with loan officers and underwriters to ensure a seamless, efficient client experience.
- Execute key sales activities within defined time frames (e.g., fast response to new prospects).
- Understand each customer's timeframe and objectives, adapting your approach to meet their individual needs.
- Stay current on industry regulations and loan products (conventional, FHA, VA) to provide accurate guidance.
- Take ownership of client inquiries, providing timely resolutions while maintaining confidentiality of sensitive information.
- Contribute ideas to improve in-house software, sales processes, and the overall customer experience.
Requirements
What you’ll need- Minimum 2 years of sales experience (with at least 1 year in the mortgage industry).
- 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.
Benefits
Comp & perks- We make home finance radically more transparent; using AI and proprietary technology to eliminate friction from the mortgage process through our industry-leading AI platform, Tinman®, and the first voice-based AI mortgage assistant, Betsy™.
- Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law.
- We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities.
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
Mortgage Application ProcessingSales Conversion StrategiesLoan Product KnowledgeRegulatory ComplianceProblem Solving
Soft Skills
Customer FocusOrganizational SkillsWritten CommunicationSelf-MotivationRapport Building