We are seeking a motivated and results-driven Inside Sales Associate to join the dynamic team of a leading mortgage company. In this role, you will be the first point of contact for potential clients, guiding them through the initial stages of their mortgage journey. If you are passionate about sales, excel in customer engagement, and have a keen understanding of mortgage products, we want to hear from you!
Job Title: Inside Sales Associate – Mortgage Industry
Location: Remote
Employment Type: Full-Time
Salary: Competitive base salary + commission
Company Overview: Our client is a leading mortgage company committed to providing exceptional financial solutions and personalised service to our clients. they pride ourselves on fostering a collaborative, innovative, and supportive work environment that empowers their team members to thrive and grow.
Key Responsibilities
- Lead Generation: Proactively reach out to prospective clients via phone, email, and other communication channels to generate and qualify leads.
- Customer Engagement: Serve as the primary contact for customers, addressing inquiries and providing detailed information on mortgage products and services.
- Sales Process Management: Guide clients through the mortgage process, from initial contact to securing applications, ensuring a seamless and efficient experience.
- Documentation Support: Assist clients in gathering and understanding the necessary documentation needed for mortgage applications.
- Product Expertise: Maintain up-to-date knowledge of various mortgage products, interest rates, and qualification criteria to effectively inform clients.
- CRM Management: Utilize CRM tools to track and manage leads, document client interactions, and keep comprehensive records.
- Collaboration: Work closely with loan officers, underwriters, and other internal teams to support a smooth handoff and approval process.
- Compliance: Adhere to all federal, state, and company policies and procedures to ensure compliance.
Qualifications
- Proven experience in an inside sales role, preferably within the mortgage or financial services industry.
- Strong communication and interpersonal skills with the ability to build rapport quickly.
- Ability to manage multiple tasks simultaneously and meet deadlines in a fast-paced environment.
- Proficient with CRM software and Microsoft Office Suite.
- A proactive and results-oriented approach to problem-solving.
- Knowledge of mortgage products and regulatory guidelines (preferred but not required).
Benefits
- Competitive base salary plus performance-based commissions.
- Comprehensive training and professional development programs.
- Health, dental, and vision insurance options.
- Opportunity to advance within a growing company.
- Collaborative and supportive team culture.
