Key skills
CommunicationCollaborationSales
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
- Support conversion by identifying needs, presenting options, and addressing objections
- Build effective relationships with New Home Consultants, internal partners, and referrals
- Participate in builder, realtor, and community activities that generate leads
- Maintain accurate loan data, documentation, and notes in the LOS
- Track daily follow-ups, milestones, and next steps to support on-time closings
- Review pipeline activity and reports to understand loan progress end to end
- Support processors and closers by helping gather required documentation
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 plans including Medical, Dental, and Vision coverage
- 401(k) Retirement Plan with a $1 for $1 Company Match up to 5%
- Paid Parental Leave
- Associate Assistance Plan
- Education Assistance Program
- Up to $30,000 in Adoption Assistance
- Three weeks of vacation annually
- Holiday, Sick Leave, and Personal Day policies
- New Hire Referral Bonus Program
- Home Purchase Discounts
- Everyone's Included Day