Sales Development Program - Financial Services

Freedom MortgageBoca Raton, FL
3dHybrid

About The Position

The Boost Sales Development Program is a pathway to becoming a customer focused Loan Advisor and sales professional within the Call Center department. Employees will provide high quality service by assisting potential and current customers in selecting the best mortgage options and taking ownership to resolve problems and meet customer needs upon successfully obtaining the necessary state mortgage originator licenses. All candidates will go through the intensive 12-month Boost Sales Development Program (on the job training) to obtain the necessary state mortgage originator licenses and be trained in the role. This role will require flexible scheduling (weekends and late nights).

Requirements

  • High School Diploma, some college coursework, associate degree, or equivalent experience.
  • 2 – 8 years’ related experience and/or training; or equivalent combination of education and experience.
  • Self-starter, goal-oriented sales professional who is focused on providing the highest level of customer service.
  • Strong interpersonal and communication skills, both verbal and written.
  • Demonstrated motivation, resilience, and self-initiative.
  • Ability to manage multiple projects concurrently while meeting deadlines.
  • Proven problem-solving abilities and consultative sales skills.
  • Proficiency in time management and organizational skills.
  • Independent, results-oriented mindset with a commitment to excellence.
  • A genuine interest in pursuing a career in sales within the mortgage industry.
  • Eligibility to work in the United States without the need for sponsorship.
  • Candidates must pass the NMLS S.A.F.E. exam during this program.

Responsibilities

  • Successfully completing the three training levels within the program including passing the SAFE Exam, obtaining the required state mortgage originator licenses, and all other training courses and activities.
  • Perform a high volume of inbound and outbound phone calls within a call center environment.
  • Understands and complies with requirements of applicable federal and state laws and regulations.
  • Builds customer relationships by actively listening and resolving complaints quickly, efficiently, and accurately.
  • Provides information and knowledgeable assistance regarding mortgage loans by retrieving loan information and providing customers with information quickly and accurately.
  • Builds relationships with both internal and external customers.
  • Exhibits professionalism and takes pride in work when dealing with the customers.
  • Proactively respond to customer inquiries or complaints while providing outstanding customer service and follow-up.
  • Comply with all company policies and procedures.
  • Maintain regular and punctual attendance.
  • Performs other related duties as assigned.
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