Sales Associate

About the role

Join a dynamic mortgage lending team focused on helping real estate investors and homeowners secure financing nationwide. This full‑time, on‑site position offers unlimited earning potential and a collaborative culture.

Key responsibilities

• Contact inbound and outbound leads via call, text, and email to discuss loan products and qualify borrowers.
• Collect borrower information and pre‑qualify applicants according to company guidelines.
• Maintain consistent communication with prospects to move them through the lending pipeline.
• Log all activity and manage tasks within the CRM for accurate tracking of leads and applications.
• Build rapport with investors, brokers, and agents to create long‑term referral relationships.
• Stay informed about loan programs, interest rates, and lending trends.

Required profile

• Excellent phone and written communication skills with a professional demeanor.
• Result‑driven sales mindset, comfortable speaking with clients and motivated to close deals.
• Quick learner able to grasp mortgage products, underwriting basics, and compliance requirements.
• Organized and detail‑oriented, capable of managing multiple leads while maintaining documentation accuracy.
• Goal‑focused and able to thrive in a performance‑based environment.
• Team player who collaborates effectively with processors, underwriters, and management.

Required skills

• Proficiency in using CRM systems to log activities and manage tasks.
• Basic understanding of mortgage products and underwriting principles.