Associate Banker
- Conduct a high volume of outbound dials to new leads, returned inquiries, past clients, and referral sources.
- Engage prospective borrowers to understand their goals, gather preliminary information, and assess level of interest.
- Warm up and nurture leads through consistent follow-up, clear communication, and relationship building.
- Document and track all call notes, client interactions, and lead movement in the CRM and lead management systems.
- Maintain a positive, professional, and customer-focused tone throughout conversations.
- Collaborate with the Mortgage Banker team on lead strategy, pipeline priorities, and outreach campaigns.
- Qualify the client and send their account information to Loan Officers to process their application
- Effectively communicate the benefits of our mortgage and products and services
- Work collaboratively with Loan Officers to ensure a smooth handoff of qualified leads
- Meet or exceed daily and weekly call quotas and performance metrics
Qualifications
- Strong communication and conversational skills — confident, friendly, and patient on the phone.
- Comfortable with high call volume and repetitive outreach activities.
- Motivated by goals, performance metrics, and results.
- Ability to stay organized and consistent with follow-up.
- A positive attitude, coachability, and willingness to improve and grow.
- Experience in call center sales, customer outreach, cold calling, or inside sales. (preferred)
- Interest in developing a long-term career in mortgage or financial services.
- Competitive salary plus performance bonuses
- Health, dental, and vision insurance
- 401(k)
- Paid time off and holidays
- Supportive and collaborative team environment
- Opportunities for career advancement
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