Mortgage Lead Call Specialist Representative

2 weeks ago

Gulf Breeze, Florida, United States Tag Lending Group, LLC Full time
About Tag Lending Group, LLC

We are a leading mortgage lender dedicated to providing exceptional customer service and innovative solutions. Our team is passionate about helping individuals achieve their dream of homeownership.

Job Summary

We are seeking a highly motivated and results-driven Mortgage Lead Call Specialist Representative to join our team. As a key member of our sales team, you will be responsible for handling inbound and outbound calls, engaging with clients and potential customers, and providing accurate and helpful information regarding mortgage products and services.

Key Responsibilities
  • Handle a high volume of inbound and outbound calls from clients nationwide.
  • Provide accurate and helpful information regarding mortgage products and services.
  • Build rapport with clients by actively listening and addressing their needs.
  • Assist clients in navigating their mortgage inquiries, offering solutions and options.
  • Collaborate with sales and loan officer teams to ensure smooth communication.
  • Maintain client information and follow up on leads using our advanced CRM system.
  • Proactively contribute to the growth of the business through excellent customer service.
  • Follow company-specific playbooks and weekly schedules.
  • Engage with clients to determine the best mortgage products, lock the loan at the point of sale, and submit preliminary paperless loan packages.
  • Ensure compliance with 14-day close requirements and stipulations.
  • Manage Conventional, VA, FHA, USDA, and other loan types effectively.
Requirements
  • Current, valid NMLS license or appointment in good standing.
  • Minimum two years of sales experience and at least two years as a Mortgage Loan Originator or related experience.
  • For newly licensed applicants, a minimum of five years of sales experience is required with a willingness to undergo a month of training.
  • Flexibility to work approximately 40-45 hours per week.
  • Excellent communication and phone etiquette skills.
  • Strong problem-solving abilities and attention to detail.
  • Ability to work efficiently in a fast-paced, high-call volume environment.
  • Experience in a call center or customer service role (mortgage or finance experience is a plus).
  • Ability to build rapport with customers and provide a positive client experience.
  • A basic understanding of mortgage terms and products is an advantage.
Selection Process
  • Initial phone conversation with our Recruiter.
  • Complete an assessment.
  • Zoom interview with a Team Leader and Administrative Staff.
  • Final interview with the CEO.
Training and Support
  • Mandatory two-week training period for all new hires.
Work Schedule
  • Monday to Friday: 8:00 am to 6:00 pm
  • Saturday: 9:00 am to 1:00 pm
  • Closed on Sundays and Holidays.
Compensation
  • W-2 only
  • Base and/or commission pay depending on the legal position.

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