Call Center/Mortgage Sales Trainee

Nations Lending - Independence, OH (30+ days ago)3.4


Nations Lending Corporation™ is a Cleveland, Ohio-based national direct mortgage lender and servicer, but we’re much more than that. Our two company brands — NLC Loans, our consumer-direct national mortgage lending division, and Nations Lending, our 50+ branches located throughout the U.S. — work together under the Nations Lending Corporation name and share one common goal: excellence in lending.

Essential Functions:
1. Sales Trainees establish beneficial conversations with consumers while building rapport. Using the lead qualifying materials provided, Sales Trainees screen which leads generated meet the criteria for transferring. After the consultant determines a lead meets the criteria for transfer, the consultant determines where the call is to be directed or transferred to.

2. Perform Outbound/Inbound sales calls to generate leads for the company’s sales force.

3. Meet sales goals and productivity requirements on a daily/weekly basis.

4. Study, take and pass the NMLS SAFE exam.

Qualifications and Education Requirements:
1. High School Diploma required.

2. Satisfactory passing of the SAFE MLO test from the NMLS (Nationwide Mortgage Licensing System).

Preferred Skills:
Sales Trainees multi-task efficiently. Advisors use computer systems simultaneously while keeping a conversation, finding a loan officer at the appropriate time and completing the conference with ease. All duties are performed while delivering a first-class customer experience. During each conversation, the advisor must enter the consumer information and tag their information for performance credit and marketing/lead management in the appropriate fields in the system. Sales Trainees need to be organized, and preferably proficient in Microsoft Word, Excel and other Office programs such as Outlook (email). Trainees must keep an archive record of their production as well as send each day’s production to management at the end of each night. Trainees at times must set appointments to follow up with potential borrowers, therefore time management and efficiency is a must. Trainees must meet compliance requirements regarding verbiage used during conversations with consumers and other requirements concerning their files, especially when pushed to Encompass Loan Software. Sales Trainees field (respond and deal with), several types of consumers, scenarios and circumstances for the entirety of their day. Due to the nature of the position, trainees should exhibit stamina. Trainees need to convey a “think on their toes” and “can-do” attitude. Trainees need to hold their composure under pressure, be versatile and adapt to change with ease and positivity. The Sales Trainee position is a performance based position that requires hitting certain metrics and goals. Trainees should possess a goal-oriented nature and be cognitively flexible.

Qualifications and Education Requirements:
1. High School Diploma required.

2. Satisfactory passing of the SAFE MLO test from the NMLS (Nationwide Mortgage Licensing System).

Work Environment:
4. The position will be indoors, in a quiet office setting. The individual needs to frequently move about the office visiting different departments on a daily basis. May require travel to other locations.

5. Training with a group/class of colleagues

6. Education on the mortgage banking industry, product knowledge and regulatory standards

7. Career Development: paired with industry veterans whom are vested to make you successful!

Physical Demands:
Must be able to remain in a stationary position 30% of the time. Needs to occasionally move about the inside of the office to access file cabinets, office machinery, etc. Daily operates a computer and other office equipment such as a copy machine and computer printer. Occasionally positions self to move boxes or equipment weighing 25 pounds or less. Frequently communicates with fellow employees and clients. Must be able to perceive objects at a distance and up close.

EEO Statement:
Nations Lending is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Nations Lending is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.