BDR, Broker Direct Specialist
HomeXpress Mortgage
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- Pay
- $42K
- a year
- Location
- Santa Ana, CA
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 29
- 2 days ago
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Career path
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About the company
HomeXpress Mortgage
Financial services · 51 to 200 employees
What you'll do
- Position Summary This is an entry level sales role in the wholesale mortgage space. Leads will be provided. If you're an energetic, goal oriented individual, this opportunity is for you. Prior mortgage experience isn't required. OTE for this role is $75,000+ a year. Essential Duties and Responsibilities
- Call current approved broker list, and new broker prospects.
- Use the approved sales script for the product, program, or campaign being targeted.
- Educate loan officers on company products, programs, technology, and value proposition.
- Document every call, conversation, follow-up, and handoff accurately and promptly in the company CRM.
- Manage follow-up activities and maintain an organized pipeline of prospects and opportunities.
- Collaborate with Account Executives and sales leadership to support a seamless customer experience and effective opportunity transfer.
- Participate in product training, sales coaching, team meetings, and ongoing professional development.
- Qualifications Required
- High school diploma or equivalent.
- Strong verbal communication and interpersonal skills.
- Comfort with high-volume outbound calling and working toward measurable goals.
- Strong organization, follow-up, and time-management skills.
- Ability to learn mortgage products, sales concepts, and company systems.
- Basic computer skills and the ability to maintain accurate CRM records.
- Positive attitude, persistence, professionalism, and willingness to accept coaching.
- Preferred
- Prior call center, telemarketing, customer service, or inside sales experience.
- Mortgage, lending, or financial services experience. Mortgage experience is helpful but not required.
- Experience working in a performance-driven sales environment.
- Work Environment and Schedule
- In-office position, five days per week.
- Monday through Friday, 8:30 AM to 5:00 PM.
- 30-minute lunch.
- Regular and reliable in-office attendance is required.
- Compensation
- $42,000/yr annual base, paid hourly.
- $75,000/yr OTE.
- Comprehensive Insurance Benefits
- Company 401(k) Match
- Career Growth Opportunity The Broker Direct Specialist role is designed as a developmental sales position. After one year in the role, successful team members may be considered for career advancement based on performance, demonstrated readiness, and business needs.
What you need
- High school diploma or equivalent
- Strong verbal communication and interpersonal skills
- Comfort with high-volume outbound calling and working toward measurable goals
- Strong organization, follow-up, and time-management skills
- Ability to learn mortgage products, sales concepts, and company systems
- Basic computer skills and ability to maintain accurate CRM records
- Prior call center, telemarketing, customer service, or inside sales experience (preferred)
Key skills
Strong verbal communicationInterpersonal skillsHigh-volume outbound callingOrganizationFollow-upTime-management skillsBasic computer skillsCRM recordsPersistenceProfessionalism
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Perks
- Comprehensive Insurance Benefits
- Company 401(k) Match
See full description on company page, apply now
Read the full posting here
Position Summary
This is an entry level sales role in the wholesale mortgage space. Leads will be provided.
If you're an energetic, goal oriented individual, this opportunity is for you.
Prior mortgage experience isn't required. OTE for this role is $75,000+ a year.
Essential Duties and Responsibilities
Call current approved broker list, and new broker prospects.
Use the approved sales script for the product, program, or campaign being targeted.
Educate loan officers on company products, programs, technology, and value proposition.
Document every call, conversation, follow-up, and handoff accurately and promptly in the company CRM.
Manage follow-up activities and maintain an organized pipeline of prospects and opportunities.
Collaborate with Account Executives and sales leadership to support a seamless customer experience and effective opportunity transfer.
Participate in product training, sales coaching, team meetings, and ongoing professional development.
Qualifications
Required
High school diploma or equivalent.
Strong verbal communication and interpersonal skills.
Comfort with high-volume outbound calling and working toward measurable goals.
Strong organization, follow-up, and time-management skills.
Ability to learn mortgage products, sales concepts, and company systems.
Basic computer skills and the ability to maintain accurate CRM records.
Positive attitude, persistence, professionalism, and willingness to accept coaching.
Preferred
Prior call center, telemarketing, customer service, or inside sales experience.
Mortgage, lending, or financial services experience. Mortgage experience is helpful but not required.
Experience working in a performance-driven sales environment.
Work Environment and Schedule
In-office position, five days per week.
Monday through Friday, 8:30 AM to 5:00 PM.
30-minute lunch.
Regular and reliable in-office attendance is required.
Compensation
$42,000/yr annual base, paid hourly.
$75,000/yr OTE.
Comprehensive Insurance Benefits
Company 401(k) Match
Career Growth Opportunity
The Broker Direct Specialist role is designed as a developmental sales position. After one year in the role, successful team members may be considered for career advancement based on performance, demonstrated readiness, and business needs.
All your information will be kept confidential according to EEO guidelines.