GoodLeap · 1 week ago
Mortgage Sales Trainee
Plano, TX
Full-time
Onsite
Entry Level
$24.04/hr - $24.04/hr
1+ years expGoodLeap is dedicated to providing sustainable financing options and revolutionizing the home improvement industry. The Mortgage Sales Trainee role involves supporting licensed loan officers, learning about mortgage products, and delivering excellent customer service while preparing for a promotion into sales.
Financial Services
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
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)
Ability to Commute: Plano, TX 75024 (Required)
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Referral program
Vision insurance
Company
GoodLeap
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.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Hayes Barnard
Founder, Chairman and CEO
John Shrewsberry
Chief Financial Officer
Company data provided by crunchbase