Are you a driven and entrepreneurial mortgage professional looking for a company that sets you up for success? At F5 Mortgage, we’re reshaping the mortgage industry with a client-first approach, cutting-edge technology, and commitment to helping our team members thrive. If you’re ready to grow your business, supported by live inbound leads and a team that’s focused on your success, we want to hear from you! Why Join F5 Mortgage? • Work Anywhere: This is a fully remote position, so you can build your career from the comfort of your home while being part of a collaborative and energetic team. • Inbound Leads: Say goodbye to cold calling! We provide a steady stream of live inbound leads, so you can focus on what you do best—helping clients find the best mortgage solutions. • Comprehensive Support: You’re never on your own. Benefit from strong leadership and team support, including loan assistants and processors dedicated to ensuring smooth transactions for your clients. • Unlimited Growth Potential: At F5 Mortgage, we’re growing fast and so can you. We offer unmatched opportunities to expand your business and develop your career in a company that’s leading the way in the mortgage industry. Responsibilities: Lead Management and Conversion: • Efficiently handle live inbound leads provided by F5 Mortgage to expand your client base. • Strategically nurture leads to convert prospects into loyal clients through excellent service and follow-up. Rate Shopping and Negotiation: • Shop for competitive mortgage rates and terms across a wide network of lenders to deliver tailored solutions for each client. • Leverage expertise to negotiate optimal terms, balancing client needs with lender requirements. Client Consultation and Education: • Guide clients through mortgage options, explaining various loan products, funding sources, and their suitability for specific situations. • Educate clients on the homebuying or refinancing process and lending guidelines, empowering them to make confident financial decisions. Application Management: • Submit complete and accurate application files to lenders on behalf of homeowners, ensuring all necessary documentation is collected, verified, and organized. • Monitor the loan process to ensure timely progress and resolution of potential challenges. Industry Expertise and Compliance: • Stay updated with the latest mortgage industry trends, regulatory changes, and lending rate sheets. • Ensure all activities comply with state and federal regulations, as well as company policies. Relationship Building: • Build and maintain strong referral relationships with real estate agents, financial advisors, and other industry professionals to generate ongoing business opportunities. • Cultivate lasting connections with mortgage lenders and banking partners to expand lending options. Process Coordination: • Collaborate with mortgage professionals such as processors, account executives (AEs), and realtors to ensure smooth workflow and timely closings. • Act as a liaison between clients and other stakeholders to address questions and resolve issues throughout the process. Client Experience and Follow-Up: • Provide personalized service and support to ensure each client feels valued and informed. • Conduct regular follow-ups with clients post-closing to build long-term relationships and gather feedback. Problem-Solving: • Identify and overcome obstacles in the loan process, demonstrating resourcefulness and critical thinking to deliver solutions that benefit clients. Sales and Growth Mindset: • Proactively seek new opportunities to expand your client base, leveraging marketing tools, networking events, and community involvement. • Contribute to F5 Mortgage's growth by meeting or exceeding individual and team performance goals. Technology Utilization: • Utilize company-provided CRM tools, online applications, and other technology to manage leads, track loan progress, and communicate effectively with clients and partners. Team Collaboration: • Work closely with the F5 Mortgage Client Care Team to ensure clients receive timely updates and exceptional support. • Share insights and strategies with team members to foster a culture of excellence and innovation. Qualifications: • Up to date NMLS licensure or National Association of Mortgage Broker license or certification is required • Have a strong understanding of loan products and loan process from origination to close • Exceptional communications skills, time-management and analysis skills, and independently resourceful • Advanced computer skills including MS office, and loan origination software Compensation: $225,000 - $250,000 yearly
• Lead Management and Conversion: • Efficiently handle live inbound leads provided by F5 Mortgage to expand your client base. • Strategically nurture leads to convert prospects into loyal clients through excellent service and follow-up.Rate Shopping and Negotiation: • Shop for competitive mortgage rates and terms across a wide network of lenders to deliver tailored solutions for each client. • Leverage expertise to negotiate optimal terms, balancing client needs with lender requirements.Client Consultation and Education: • Guide clients through mortgage options, explaining various loan products, funding sources, and their suitability for specific situations. • Educate clients on the homebuying or refinancing process and lending guidelines, empowering them to make confident financial decisions.Application Management: • Submit complete and accurate application files to lenders on behalf of homeowners, ensuring all necessary documentation is collected, verified, and organized. • Monitor the loan process to ensure timely progress and resolution of potential challenges.Industry Expertise and Compliance: • Stay updated with the latest mortgage industry trends, regulatory changes, and lending rate sheets. • Ensure all activities comply with state and federal regulations, as well as company policies.Relationship Building: • Build and maintain strong referral relationships with real estate agents, financial advisors, and other industry professionals to generate ongoing business opportunities. • Cultivate lasting connections with mortgage lenders and banking partners to expand lending options.Process Coordination: • Collaborate with mortgage professionals such as processors, account executives (AEs), and realtors to ensure smooth workflow and timely closings. • Act as a liaison between clients and other stakeholders to address questions and resolve issues throughout the process.Client Experience and Follow-Up: • Provide personalized service and support to ensure each client feels valued and informed. • Conduct regular follow-ups with clients post-closing to build long-term relationships and gather feedback.Problem-Solving: • Identify and overcome obstacles in the loan process, demonstrating resourcefulness and critical thinking to deliver solutions that benefit clients.Sales and Growth Mindset: • Proactively seek new opportunities to expand your client base, leveraging marketing tools, networking events, and community involvement. • Contribute to F5 Mortgage's growth by meeting or exceeding individual and team performance goals.Technology Utilization: • Utilize company-provided CRM tools, online applications, and other technology to manage leads, track loan progress, and communicate effectively with clients and partners.Team Collaboration: • Work closely with the F5 Mortgage Client Care Team to ensure clients receive timely updates and exceptional support. • Share insights and strategies with team members to foster a culture of excellence and innovation.