Home Lending Associate

This is a fully remote position, open to applicants in India.

📋 Description

• Oversee a pipeline of potential clients regarding home purchases, refinancing, and home equity needs, guiding them through the lending process.

• Support clients with their mortgage applications and required documentation, including handling inbound and outbound calls, ensuring precision and promptness.

• Communicate effectively and confidently with clients, addressing inquiries and developing the necessary product and market knowledge to do so proficiently.

• Enhance customer conversion rates through critical stages of the sales funnel while achieving key sales performance goals.

• Work collaboratively with loan officers and underwriters to provide a smooth and efficient experience for clients.

• Perform essential sales activities within specified time limits (e.g., prompt responses to new prospects).

• Understand each client's timeline and goals, adjusting your approach to cater to their unique needs.

• Keep abreast of industry regulations and loan products (including conventional, FHA, VA) to offer accurate advice.

• Take charge of client inquiries, delivering timely solutions while safeguarding the confidentiality of sensitive information.

• Suggest improvements for in-house software, sales processes, and overall customer experience.

⛳️ Requirements

• At least 2 years of sales experience (with a minimum of 1 year in the mortgage sector).

• Proven history of exceeding quotas, with references that can attest to motivation, success, and work ethic.

• Highly driven; a self-motivated individual with a strong sense of ownership and a customer-centric approach.

• Well-organized with excellent time management abilities.

• Outstanding interpersonal skills and the capacity to establish rapport with customers from diverse backgrounds.

• Strong written communication capabilities.

• Ability to independently troubleshoot and resolve issues.

🏝️ Benefits

• We revolutionize home financing by making it significantly more transparent; leveraging AI and proprietary technology to streamline the mortgage process with our leading AI platform, Tinman®, and the first voice-based AI mortgage assistant, Betsy™.

• Better Home & Finance Holding Company is an equal opportunity employer dedicated to promoting an inclusive and diverse workplace for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law.

• We are dedicated to collaborating with and providing reasonable accommodations to applicants with physical or mental disabilities.