Pursue Your Passion with Purpose

Job Title

Work Environment:
Contact center (inbound and outbound calls). Responsibilities:

• Answer inbound calls and make outbound calls to assist clients with home financing, refinancing, or home equity loans.
• Analyze client financial goals and recommend the best lending solutions.
• Submit mortgage applications and assist clients in gathering required documentation.
• Keep clients informed throughout the mortgage loan process.
• Use multiple technology systems to support clients and referral partners.
• Follow lending policies and processes to meet guidelines and manage risk.
• Communicate regularly with clients and business partners via phone, email, and online messaging.
• Identify opportunities to recommend additional products or services through referrals.
• Deliver exceptional client care and maintain strong relationships.

Required Qualifications:

• Minimum 1 year of sales and mortgage experience.
• Bilingual in Spanish (Must Pass Assessment).
• High School Diploma or GED required.
• Strong communication skills (verbal, written, and non-verbal).
• Ability to build positive client relationships and provide proactive service.
• Skilled in customer service, sales, and handling the full end-to-end loan process.
• Able to work under pressure and prioritize multiple tasks.
• Adaptable and flexible with changing business needs.
• Willingness to work weekends or extended hours as needed.
• Must register with the SAFE Act federal registry system and maintain good standing (Background Check is Required).

Preferred Qualifications:

• Call center experience.
• Knowledge of loan products (Conventional, Jumbo, FHA, HUD, Government).
• Familiarity with underwriting, closing, and federal lending regulations.
• Ability to analyze credit and financial data to recommend solutions.
• Strong consultative and problem-solving skills.

Skills:

• Client solutions advisory.
• Loan structuring and pipeline management.
• Attention to detail.
• Credit documentation requirements.
• Critical thinking and problem-solving.
• Collaboration and referral management.

Compensation & Benefits:

• Eligible for baseline incentive for first 6 months.
• Incentives based on performance and production standards.
• Paid approximately 45 days after the end of each quarter.
• Full benefits package:
  Medical, Dental, Vision, PTO, 401(k), Tuition Reimbursement, and Career Development.