Realtors/Mortgage Professionals

Servicing Realtor Accounts

Company Credit Card

Bonus based on performance

Signing bonus

Training & development

Mortgage Lead & Realtor Account Representative (FULL-TIME)

We’re looking for individuals who are passionate about success and love engaging with people over the phone. Watch this video before filling out our form: WATCH VIDEO

At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. We offer a systematic digital experience through our proprietary Roadmap to Home Ownership , powered by advanced AI technology, providing clear financial direction and personalized support. Our licensed Mortgage Loan Originators are dedicated to guiding clients every step of the way.

Wholesale Mortgage Lender with Competitive Rates

Proprietary AI Mortgage Solutions (Roadmap to Homeownership®)

Access to Over 30 Lenders, including Banks, Non-Qualified Lenders, Private, and Hard Money options

TAG TEAM NATION Marketing Machine and Virtual Assistants Support

Ongoing Personal and Group Training with a robust Learning Management System

Featured in Top Publications like Yahoo Finance and Scotsman Guide

As a Mortgage Lead & Realtor Account Representative, you will manage inbound and outbound calls, engaging with clients and prospects nationwide. Utilizing cutting-edge AI technology and marketing tools, you will receive leads and inquiries, guide clients through their mortgage needs, and deliver essential information. Your role involves building and nurturing strong relationships, analyzing financial scenarios, and offering tailored solutions in a high-call-volume, fast-paced environment. While we provide leads and Realtor connections, we also encourage proactive efforts to grow your client base through exceptional service. Additionally, you'll be expected to attend open houses on weekends, with one weekend off per month.

Offer clear, precise details on mortgage products and services.

Mortgage Guidance: Assist clients with their mortgage inquiries, providing tailored solutions and options.

CRM Proficiency: Utilize advanced CRM tools to maintain client records and follow up on leads efficiently.

Prove your technical proficiency in tools such as Slack, Arrive, HubSpot, Outlook, Birdeye, Box, and others (testing will be conducted).

Customer Service Excellence: Actively contribute to business growth through outstanding customer service.

Loan Structuring: Engage with clients to identify suitable mortgage products, lock loans at the point of sale, and submit preliminary paperless loan packages.

Minimum two years of sales experience and at least two years as a Mortgage Loan Originator or related experience.

For newly licensed applicants, a minimum of five years of sales experience is required with a willingness to undergo a month of training.

Excellent communication and phone etiquette skills.

Experience in a call center or customer service role (mortgage or finance experience is a plus).

Ability to build rapport with customers and provide a positive client experience.

A basic understanding of mortgage terms and products is an advantage.

Initial phone conversation with our Recruiter.

Testing*

Zoom interview with a Team Leader and Administrative Staff.

Testing*

TRAINING:

Mandatory two-week training period for all new hires.

Monday to Friday: 8:00 am to 6:00 pm

Saturday: 9:00 am to 1:00 pm (Open Houses Must Attend 3 out of 4 weekends)

Closed on Sundays and Holidays.

Base and/or commission pay depending on the legal position.

Flexible work from home options available.

Tag Lending Group is one of the most promising uprising mortgage companies in Florida, USA. Our mission is to assist and guide each and every borrower through our proprietary AI Mortgage Solutions/Platform.