Mortgage Solutions Specialist

1 week ago


Tempe, Arizona, United States CMG Financial Full time

About the Role:

CMG Financial is seeking a highly skilled Mortgage Solutions Specialist to join our team. As a Mortgage Solutions Specialist, you will play a crucial role in providing top-notch mortgage solutions to our clients nationwide.

Key Responsibilities:

  • Present and Promote Mortgage Solutions: Present and promote mortgage solutions to new and existing clients throughout the country.
  • Ensure Compliance: Ensure full compliance in all areas, from initial contact to loan approval and disbursement.
  • Review and Assess Customer Documentation: Review and assess customer documentation for loan processing following CMG's guidelines.
  • Meet Performance Targets: Meet performance targets related to customer engagement, lead conversion, and loan disbursement.
  • Collaborate with Internal Teams: Collaborate with internal teams to deliver exceptional service for purchase and refinance transactions.

Preferred Qualifications:

  • Exceptional Phone Sales and Presentation Skills: Exceptional skills in phone sales and presentations.
  • Direct-to-Consumer Mortgage Sales Experience: Track record of success in direct-to-consumer mortgage sales.
  • Ability to Thrive in a Dynamic Environment: Ability to thrive in a dynamic and fast-paced environment.
  • Strong Communication Abilities: Strong written and verbal communication abilities.
  • High Levels of Integrity and Discretion: Uphold high levels of integrity and discretion.
  • Mortgage Loan Officer License: Possess an active Mortgage Loan Officer License via the NMLS.


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