Remote Mortgage Sales Representative

Overview

The Remote Mortgage Sales Representative will work with residential mortgage brokers to sell innovative loan products and provide exceptional customer service.

In Short

• Work remotely with a 100% remote workforce.
• Reach out to residential mortgage brokers to sell loan products.
• Utilize CRM tools for lead generation and client management.
• Build and maintain strong relationships with brokers and clients.
• Provide excellent customer service throughout the loan process.
• Educate clients on various loan products.
• Prepare loan files for processing.
• Track performance metrics via CRM.
• Stay informed about lending guidelines and market trends.
• Participate in training sessions and product updates.

Requirements

• Excellent oral and written command of the English language.
• Comfortable working with productivity monitoring systems.
• Strong communication and relationship-building skills.
• Experience in sales or customer service, preferably in the mortgage industry.
• Ability to work independently and manage time effectively.
• Familiarity with CRM tools such as QuickBase and HubSpot.
• Understanding of lending guidelines and market trends.
• Willingness to participate in ongoing training.
• Ability to structure deals based on client profiles.
• Strong organizational skills to manage documentation and follow-ups.

Benefits

• Flexible working hours.
• Opportunity to work in a growing and innovative company.
• Remote work environment.
• Collaborative team culture.
• Training and professional development opportunities.