Making outbound calls to prospective customers to introduce current loan options and qualify borrowers for next steps with a licensed Loan Consultant
Managing a pipeline of business prospects, whether starting their home-buying journey, refinancing their existing home, or looking for a home equity line of credit
Hitting key sales performance targets; driving customer conversion through critical funnel stages (e.g., converting prospects into hot opportunities)
Assisting home buyers with their mortgage application, including answering customer calls and making outbound follow-up calls
Executing on key sales activities within defined time frames for each customer (e.g., speed in responding to a new prospect)
Delivering outstanding customer experiences by successfully responding to questions and developing the requisite product and market knowledge to do so effectively
Ability to understand the customer’s timeframes and objectives and have a flexible approach to meet the customer’s needs
Constantly looking to improve our in-house software or the customer experience by providing input to our product, sales, and revenue operations teams and testing solutions

Minimum 2 years of sales experience (preferred with at least 1 year in the mortgage industry but not required), ideally in a call center or outbound sales environment
Track record of beating quota, with references that verify motivation, success, and work ethic
Highly motivated; a self-starter with a high degree of ownership and a strong customer focus
Organized with strong time management skills
Exceptional interpersonal skills and ability to build rapport with customers from a variety of backgrounds
Strong written communication skills
Ability to troubleshoot and solve problems independently
All team members are required to work a minimum of two weekend shifts per month

Competitive base salary with bonus or incentive opportunities, depending on role
A range of medical and dental plans to choose from based on your needs, with vision coverage available for you and your family starting on day one.
Build long-term financial security with a 401(k) through Vanguard, HSA with employer contributions, FSA’s, Employer Paid STD & LTD plans and access to financial planning resources.
Generous paid time off, company holidays, sick time, and paid parental leave.
Paid parental leave and childcare support, including employer matching for dependent care FSA.
Mental health care (6 free virtual or in-person sessions) and wellness programs through Spring Health, EAP access, and additional perks like pet insurance and lifestyle discounts.
Pre-tax Commuter benefit accounts with an employer match, and programs designed to support different working styles and lifestyles.
Meal and snack offerings in select offices, plus a stipend to support your day-to-day
whether you’re in the office or working remotely.
Work from our World Trade Center headquarters
featuring thoughtfully designed spaces, natural light, and panoramic skyline views. It’s a space built for collaboration, creativity, and bringing bold ideas to life.
Help shape the brand of an AI-native company reinventing homeownership from the ground up

Mortgage Sales Associate

Key skills