Mortgage Sales Trainee jobs in United States
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GoodLeap ยท 1 week ago

Mortgage Sales Trainee

GoodLeap is a company focused on providing sustainable financing options through modern technology. The Mortgage Sales Trainee role involves supporting top loan officers, learning about mortgage products, and providing excellent customer service while preparing for a promotion into sales.

Responsibilities

Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting
Troubleshoot loan files. Become an expert in loan programs and qualifications
Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers
Attend daily training in preparation for your promotion into sales or take NMLS test

Qualification

Sales experienceCommunication skillsDetail-orientedLearn quicklyHigh energyCollaborative personalityWork in fast-paced environment

Required

1-2 years top sales experience in a professional environment OR college degree
Ability to learn quickly
High energy
Detail-oriented
Excellent communication skills
Collaborative personality
Ability to work in fast-paced, high-volume environment
High School Diploma or GED required
Sales: 1 year (Required)

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Vision insurance

Company

GoodLeap

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GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more.

Funding

Current Stage
Late Stage

Leadership Team

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Hayes Barnard
Founder, Chairman and CEO
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John Shrewsberry
Chief Financial Officer
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Company data provided by crunchbase