• Origination of new business on a regular basis, including taking complete applications and qualifying customers.
• Market self-generated business through relationships with realtors.
• Provide consultations and education on the mortgage transaction, teaching about what to expect, setting the timelines and expectations.
• Communicates professionally and clearly to clients when explaining mortgage.
• Presents mortgages in accordance with all regulations and training and only takes calls in areas where licensed
• Explain to clients over the phone on how to complete applications, ensuring all paperwork and signatures needed to process the mortgage are collected timely and accurately
• Maintains timely and accurate records of all customer activity within the company used CRM
• Maintain active communication with the processing team concerning client needs
• Attend all trainings, sales meetings, orientations as directed
• Able to maintain licensing requirements and only conducts business in states where licensed
• Maintains a high level of accountability for results and metrics
Employment Type: OTHER