Sales Consumer Direct Lending Advisor

• Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
• CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
• Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
• Regulatory Compliance: Uphold all industry regulations and manage associated risks
• Client Retention: Provide exceptional post-application support to build long‑term client relationships.

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
• Self‑motivated, detail‑oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
• Excellent oral and written communication skills.
• Ability to adhere to an in‑office work schedule and participate in on‑site training Monday through Friday, with varying hours.

• Bachelor’s degree or equivalent experience in finance, business, or a related field.
• 2 years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.

Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates.