Responsibilities
- Prospect and engage potential clients through outbound activity (calls, emails, and follow-up)
- Track contacts, pipeline activity, and outreach in the company CRM
- Build and maintain relationships with current and new mortgage brokers
- Maintain sales contact, pipeline, and other pertinent sales activity reports
- Train brokers on HomeXpress products, policies, and procedures to ensure loan files are complete and within guidelines
- Work directly with brokers and loan officers on marketing programs that drive production
- Stay current on underwriting guidelines and program changes
- Support brokers through the loan process, including pre-underwriting and pre-qualifying files as needed
- Provide ongoing service and support to broker partners
Benefits
- Comprehensive Insurance: Choice of premium medical plans, including Health, Dental, and Vision coverage.
- Life Insurance: Employer sponsored life insurance to ensure peace of mind and family security.
- FSA Contribution Account Available
- 401(k) Plan: Access to a 401(k)-retirement savings account to help you build long-term wealth.
- Employer Matching: The company provides a 401(k)-matching contribution, significantly accelerating your retirement savings and total compensation.
- Paid Time Off (PTO): Competitive PTO accrual plan for vacations, personal time, and holidays.
Work Arrangement
On-site
Additional Information
- On-site during ramp and training
- Remote flexibility after ramp based on performance and business need
- After 30 days of employment, you will have access to benefits
