Key skills
CRMCommunicationCollaborationSales
About this role
Role Overview
- Partner with a Loan Officer to drive customer engagement, follow‑up, and pipeline movement
- Guide customers through the mortgage process using a consultative approach
- Communicate clearly and promptly via phone, email, and digital channels
- Maintain accurate loan data, documentation, and notes in the LOS
- Track daily follow‑ups, milestones, and next steps to support on‑time closings
- Complete classroom and online training on products, pricing, compliance, and the loan lifecycle
- Use CRM, LOS, and digital tools to manage leads and workflows
Requirements
- High School Diploma (required), Bachelor’s degree (preferred)
- NMLS License or willingness to obtain
- Experience using digital tools for work, projects, or collaboration (academic, internship, or professional)
- Ability to manage multiple priorities across systems and timelines
- Strong communication skills and customer focus
- Interest in building a long‑term career in mortgage sales
Benefits
- Health insurance (Medical, Dental, Vision)
- 401(k) Retirement Plan with $1 for $1 Company Match up to 5%
- Paid Parental Leave
- Education Assistance Program
- Up to $30,000 in Adoption Assistance
- Vacation (up to three weeks annually)
- Generous Holiday, Sick Leave, and Personal Day policies
- New Hire Referral Bonus Program
- Home Purchase Discounts
- Everyone’s Included Day