Job Description

Become a part of City Up Group and collaborate with the top 20% of real estate experts across North America. As an Inside Sales Agent/Outbound Sales Associate, you will follow a well-defined career trajectory backed by proven strategies, cutting-edge technology, and comprehensive training. Your ambition and commitment will be essential to your achievements. This position provides unlimited opportunities for professional advancement, along with benefits such as revenue sharing, health insurance, and chances for investment and equity participation.

Evaluate and assess client financial and credit data to determine eligibility for financing or refinancing.

Develop and maintain relationships with real estate agents, financial planners, individual borrowers, and builders to build a network and generate loan business.

Guide clients through the loan application process, from initial interview to closing, ensuring all necessary documentation is collected and processed efficiently.

Stay informed of current mortgage rates, loan programs, and regulatory compliance issues to provide accurate and up-to-date advice to clients.

Collaborate with underwriters, loan processors, and other internal staff to expedite loan approval while ensuring compliance with lender guidelines and federal regulations.

Participate in community and real estate events to enhance company reputation and visibility, fostering new business opportunities.

Utilize various marketing and sales strategies to promote lending services and expand client base.

Minimum of 2 years of experience as a Mortgage Loan Originator or in a similar role within the mortgage lending industry.

Current and valid NMLS license is required.

Proven track record of successfully originating various types of mortgage loans and a deep understanding of mortgage products, regulations, and guidelines.

Strong ability to analyze financial data and comprehend market trends to offer the best mortgage solutions to clients.

Excellent communication and interpersonal skills to effectively interact with clients, real estate agents, and financial institutions.

Proficiency in using mortgage loan software and understanding of the application process from pre-approval to closing.

Ability to work independently as well as part of a team in a fast-paced environment.

Commitment to maintaining high ethical standards and compliance with all regulatory requirements.

Bachelor’s degree in finance, business administration, or a related field is preferred but not required.

Must be detail-oriented with strong organizational skills and the ability to manage multiple tasks and deadlines effectively.

PLACE is at the cutting edge of the real estate industry. We are changing how real estate is not only bought and sold, but how we maintain our homes and commercial properties. We are making it more convenient for consumers. Home loans are a big part of that. We are committed to delivering unparalleled service to our clients through the integration of advanced technology and communication. Our focus on continuous improvement, professional development and convenience for our customers ensures that our company is equipped with the necessary tools and training to excel as the real estate industry continues to evolve. Join us and embark on a path to personal and professional excellence.

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