Equity Resources, Inc

Customer Support

• Contact previous customers and prequalified borrowers via outreach sales calls, emails, text messages, etc. to keep in touch, solicit referrals, solicit new applications, and ask how servicing is being handled.
• Solicit business by contacting prequalified applicants to keep in touch, take applications, price the loan, set up a borrower call with the Mortgage Specialist to review options, and keep the borrower up to date throughout the loan process when appropriate.
• Follow-up and maintain contact with all borrowers who have applied for a prequalification until they find their home and apply for the mortgage financing.
• Contact previous customers to solicit future refinance or purchase business via purposeful contact attempts that provide value to the customer.
• Take applications as needed or direct the borrower to apply on our website.
• Communicate with borrowers throughout the application to closing phase, providing updates on loan progress and answering questions about the process.
• Follow-up with borrowers who have not completed the application process to answer their questions and encourage them to apply by providing information that implies necessary action such as rates are down, home prices have settled, special offer, etc.
• Utilize the computer through Encompass for communication and access of daily rates, credit reports, automated underwriting responses, and transmitting the loan to processing in addition, utilize ERMA (CRM system), Microsoft Co-Pilot, and other technology as appropriate to further position and company goals.
• Analyze borrower’s financial status, credit, and property evaluations to determine feasibility of granting the mortgage loan.
• Schedule meetings between the borrower and Mortgage Specialist to review options.
• Continuously track results from all contact and contact attempts with previous customers via identified systems and update management as requested regarding progress.
• Handle customer complaints and take appropriate action to resolve them.
• Maintain high levels of customer service while managing each applicant's and support staff's expectations.
• Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines.
• Maintain compliance with all Federal and State regulations, uphold our code of ethics, and complete annual state-specific Continuing Education requirements to maintain licensure in each applicable state.
• Support the company’s strong relationship of “raving fan service” culture through on-going customer contact, quality customer service, and superior product knowledge.
• Any other duties as assigned.

Customer Service Specialist – Inside Sales

Account Manager

• Actively recruit and grow relationships with banks, credit unions, builders and savings & loan organizations to develop new wholesale business.
• Identify and engage new sales opportunities through research, networking, and outreach (calls, emails, LinkedIn).
• Build strong relationships with target organizations to promote Equity’s services and drive mortgage loan referrals.
• Meet with prospects to showcase Equity’s value and use a consultative approach to align their needs with our services.
• Meet or exceed monthly performance metrics, including closed deals, qualified leads, new contacts, and maintain a consistent cadence of calls, contacts, and meetings.
• Generate and support leads through outbound activity and inbound efforts (e.g., webinars or creating content).
• Build and manage client relationships throughout the sales lifecycle, including onboarding and strategic growth.
• Collaborate with internal teams to ensure client needs are met and partnerships are maintained and growing once onboarded.
• Represent Equity in the local community through active involvement and promotion of our products and services.
• Support the Company’s strong relationship of “raving fan service” culture through on-going customer contact, quality customer service, and superior product knowledge.
• Adhere to all Federal and State regulations, as well as the code of ethics outlined by Equity Resources, Inc.
• Participate in company meetings and perform other duties as assigned.

Relationship Manager – B2B Mortgage Sales

Consultant

• Contact previous customers and prequalified borrowers via outreach sales calls, emails, text messages, etc. to keep in touch, solicit referrals, and solicit new applications
• Solicit business by contacting prequalified applicants, take applications, price the loan, and set up borrower call with the Mortgage Specialist
• Follow-up and maintain contact with all borrowers who have applied for a prequalification until they find their home and apply for mortgage financing
• Contact previous customers to solicit future refinance or purchase business via purposeful contact attempts
• Take applications as needed or direct the borrower to apply on the company website
• Communicate with borrowers throughout application to closing phase, providing updates and answering questions about the process
• Follow-up with borrowers who have not completed the application process to answer questions and encourage completion
• Utilize Encompass, ERMA (CRM system), Microsoft Co-Pilot, and other technology for communication, rates, credit reports, underwriting responses, and transmitting loans to processing
• Analyze borrower’s financial status, credit, and property evaluations to determine feasibility of granting the mortgage loan
• Schedule meetings between the borrower and Mortgage Specialist to review options
• Continuously track results from all contact attempts and update management as requested
• Handle customer complaints and take appropriate action to resolve them
• Maintain high levels of customer service while managing applicant and support staff expectations
• Maintain knowledge of available loan products, processing procedures, underwriting, and departmental guidelines
• Maintain compliance with all Federal and State regulations; complete annual state-specific Continuing Education requirements to maintain licensure
• Support the company’s “raving fan service” culture through ongoing customer contact and superior product knowledge
• Any other duties as assigned

Mortgage Consultant

Inside Sales

• Contact previous customers and prequalified borrowers via outreach sales calls, emails, text messages, etc. to solicit referrals, solicit new applications, and ask how servicing is being handled.
• Solicit business by contacting prequalified applicants to keep in touch, take applications, price the loan, and set up borrower calls with the Mortgage Specialist to review options.
• Follow-up and maintain contact with all borrowers who have applied for a prequalification until they find their home and apply for mortgage financing.
• Take applications as needed or direct the borrower to apply on the website; follow-up with borrowers who have not completed the application process to answer questions and encourage completion.
• Communicate with borrowers throughout the application-to-closing phase, providing updates on loan progress and answering process questions.
• Utilize Encompass for communication and access of daily rates, credit reports, automated underwriting responses, and transmitting the loan to processing; utilize ERMA (CRM), Microsoft Co-Pilot, and other technology as appropriate.
• Analyze borrower’s financial status, credit, and property evaluations to determine feasibility of granting the mortgage loan.
• Schedule meetings between the borrower and Mortgage Specialist to review options; continuously track results from all contact attempts and update management as requested.
• Handle customer complaints and take appropriate action to resolve them; maintain high levels of customer service while managing expectations.
• Maintain knowledge of available loan products, processing procedures, underwriting and general departmental guidelines; maintain compliance with Federal and State regulations and complete annual Continuing Education requirements.
• Support the company’s relationship of “raving fan service” through ongoing customer contact, quality customer service, and superior product knowledge.
• Perform any other duties as assigned.

Inside Sales, Mortgages

Business Development Rep

• Actively recruit and grow relationships with banks, credit unions, builders and savings & loan organizations to develop new wholesale business
• Identify and engage new sales opportunities through research, networking, and outreach (calls, emails, LinkedIn)
• Build strong relationships with target organizations to promote Equity’s services and drive mortgage loan referrals
• Meet with prospects to showcase Equity’s value using a consultative approach
• Meet or exceed monthly performance metrics: closed deals, qualified leads, new contacts, and maintain consistent cadence of calls/contacts/meetings
• Generate and support leads through outbound activity and inbound efforts (e.g., webinars, content creation)
• Build and manage client relationships throughout the sales lifecycle, including onboarding and strategic growth
• Collaborate with internal teams to ensure client needs are met and partnerships are maintained and growing
• Represent Equity in the local community and promote products and services
• Support the company’s “raving fan service” culture through ongoing customer contact, quality customer service, and superior product knowledge
• Adhere to all Federal and State regulations and the company code of ethics
• Participate in company meetings and perform other duties as assigned

Customer Service Specialist – Inside Sales

Relationship Manager – B2B Mortgage Sales

Mortgage Consultant

Inside Sales, Mortgages

Business Development Specialist, B2B Mortgage Sales