Sales Associates - Mortgage Loans

Roles: Sales Officer RM DM AM LH

Salary: 1.68 7 LPA Incentives (Depending on relevant experience role and location)

Overview

Key Responsibilities

• Promote and sell mortgage loan products to potential customers.
• Assist customers in the mortgage loan application process providing guidance and support at all stages.
• Develop and maintain relationships with real estate agents builders and other referral sources to generate new mortgage loan business.
• Educate customers on the various mortgage products terms and requirements.
• Analyze customers financial situations and provide appropriate mortgage solutions.
• Ensure compliance with all federal and state regulations related to mortgage lending.
• Act as a communication channel between customers underwriters processors and closers to ensure a smooth loan process.
• Follow up on leads and prospects to secure new business opportunities.
• Participate in sales meetings training programs and networking events to enhance knowledge and skills.
• Maintain accurate and organized documentation for all mortgage loan applications and interactions.
• Collaborate with internal teams to provide seamless and exceptional service to customers.
• Stay updated on industry trends market conditions and changes in mortgage lending policies.
• Meet or exceed sales targets and contribute to the overall success of the mortgage department.
• Handle customer inquiries and resolve issues in a professional and timely manner.

Required qualifications

• Bachelors degree in Business Finance or a related field.
• Proven experience in mortgage lending or a similar sales role.
• Strong knowledge of mortgage products guidelines and regulations.
• Excellent understanding of financial analysis and the ability to assess customers financial situations.
• Demonstrated sales and customer service skills with a track record of achieving sales targets.
• Effective communication and interpersonal abilities to build rapport and trust with customers and business partners.
• Ability to prioritize and manage multiple tasks in a fastpaced environment.
• Proficiency in using mortgage loan software and CRM systems.
• Sound judgment integrity and ethical conduct in all business dealings.
• Detailoriented and organized with strong documentation and recordkeeping skills.
• Thorough understanding of compliance and regulatory requirements in mortgage lending.
• Motivated selfstarter with a resultsdriven and proactive approach to work.
• Willingness to continuously learn and adapt to changes within the mortgage industry.
• Current NMLS (Nationwide Mortgage Licensing System) license is preferred.
• Availability to work flexible hours based on customer needs and business demands.

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