US House Loans/Mortgage Sales Agent w/ Knowledge using Follow Up Boss

*Candidates with NO Loan/Lending and Mortgage experience are NOT welcome to apply*

We are a reputable Mortgage/Lending Company in Orange County California looking for a Rockstar ISA who is excellent in cold calling leads, has significant experience working with Lenders and Realtors, and is great with follow-ups, and lead campaign management. The ISA is expected to be capable of multitasking, has deep CRM knowledge, especially with “Follow Up Boss”, is good at qualifying potential opportunities, and can set reminders and follow up with leads (Nurture) until the lead is ready to meet in person and or prepared to transact. The ISA is expected to have broad knowledge of the Lending, Loan, and Mortgage industry. A candidate who has experience working with both Lenders and Realtors is a huge plus! We provide great incentives and bonuses for every closed converted lead.
***A candidate who is fluent in both English and Spanish will be prioritized.

Start Date: ASAP
Hourly Rate: $6/hour DOE
Schedule: Mon-Fri or Mon-Sat
Set Up: Remote (Direct Hire) We are not an agency

Your responsibilities:
– Cold Calling both hot and cold leads daily is your top priority. We have excellent quality leads, which we expect to be converted in a good ratio. 80% of the leads will consist of lead generation by prospecting, and 20% of the leads will be hot/warm/cold leads already in the CRM, requiring follow-up and nurturing to convert.
– Source new sales opportunities through consistent lead follow-up.
– Understand customer needs and requirements regarding buying and selling real estate.
– Route qualified opportunities to the appropriate sales executives for further development and closure.
– Maintain and expand the database of prospects.
– Research using the Internet, skip tracing if needed to complete lead profile, update contact info, etc.
– Scheduling activity, follow-ups, and filling up the sales executive’s calendar with qualified call-back appointments and or live transferring calls.

Your qualifications:
– Proven inside sales experience in the Mortgage and Lending industry with a Real Estate background, a minimum of 2 years of experience (We require sample recordings and portfolio/website to pre-qualify you and advance you to the next stage of the hiring process)
– Strong English proficiency is a must, with no to minimal accent. A candidate who is also fluent in Spanish would be a plus but not required.
– Great character and related job experiences (We expect you to give at least 3 references that we can call as a part of the hiring process)
– College-level/graduate
– Excellent organizational, time-management, and follow-up skills
– Previous experience as a Real Estate ISA is preferred.
– Ability to meet deadlines and quotas.
– Strong communication skills and attention to detail are a must.

Tools requirements:
– Must have a reliable computer and a backup computer with high-speed internet minimum of 50mbps.
– Must be okay with time tracking management (We use third-party software to monitor our remote employees)
– Noise-canceling headset is a must (This will be checked during the interview)
– A quiet workspace at home (no animal and highway noise)

As part of the application, We will require a sample recording of your previous calls in Mortgage or Real Estate Agency. Please send your application together with your most updated CV! Best of luck!