Note: The job is a remote job and is open to candidates in USA. Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. The CD Mortgage Specialist evaluates creditworthiness by processing loan applications and documentation, interviewing applicants to determine financial eligibility and home loan readiness, while ensuring exceptional client service throughout the loan process.
Responsibilities
- Promote the significant advantages of working with Rate
- Build rapport with clients to ensure we identify the best solution for the loan needs
- Interview applicants to determine financial eligibility and granting loans
- Counsel on the home buying or refinance process, providing exceptional client service along the way
- Reply to potential inquiries from company-generated prospects
- Reach or exceed sales goals and objectives
- Operate in compliance with laws and regulations
Skills
- NMLS Licensed
- The ability to identify and pursue sales opportunities effectively
- Familiarity with computers and banking applications/software
- Dedication to learning - We'll provide ongoing sales and industry training to help you succeed
- Excellent communication and interpersonal skills
- Customer satisfaction orientation and sales competencies
- Adaptability - resiliency and an openness to adapting to industry changes are required
- Ability to work in a goal-oriented environment
Benefits
- Eligibility to participate in a company-sponsored 401(k)
- Vacation benefits
- Eligibility for medical, dental, vision, and prescription drug benefits
- Flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts)
- Life insurance and death benefits
- Critical care insurance
- Personal accidental insurance
- Commuter benefits
- Pet insurance
- Certain time off and leave of absence benefits
- Well-being benefits (e.g., employee assistance program)
- Other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)
Company Overview
Rate is a mortgage company that provides mortgage-related services and solutions. It was founded in 2000, and is headquartered in Chicago, Illinois, USA, with a workforce of 5001-10000 employees. Its website is https://www.rate.com.