Mortgage Loan Originator | Sage Home Loans

About the role

You will be the primary point of contact for clients navigating the home financing process, guiding them with clarity and professionalism from initial inquiry through to closing. In this role, you will leverage your expertise to explain loan options, clarify requirements, and ensure each client feels supported and informed. You will collaborate daily with operations and processing teams to keep documentation accurate and timelines on track, taking full ownership of the client journey. The position requires a coachable mindset and a commitment to working within a structured team environment that prioritizes compliance and client satisfaction. You will find satisfaction in turning complex financial information into clear, confident decisions for homebuyers. If you are passionate about helping others achieve homeownership and are dedicated to maintaining the highest standards of integrity in every interaction, this role offers the opportunity to build a lasting career in mortgage lending.

Key facts

What you'll do

• Answer inbound customer calls to discuss various loan products, prequalification criteria, and next steps
• Communicate loan progress clearly to consumers and collect any required documentation in a timely manner
• Make outbound sales calls to prospective and existing customers to generate new business and strengthen retention
• Guide consumers through the prequalification process, explaining requirements and documenting information accurately
• Enter detailed lead and client information into the company relationship management system to maintain organized records
• Review loan application details and explain conditions, clarifications, and next steps to applicants as needed
• Work closely with internal stakeholders to coordinate loan updates and resolve questions during processing and underwriting
• Monitor pipeline status and follow up consistently to ensure moving deals advance according to established timelines
• Adhere to company policies, regulatory guidelines, and quality standards in every client interaction
• Use available resources and internal tools to provide accurate information and support efficient case resolution
• Identify opportunities to improve client communication and document best practices for sharing with the team
• Support special projects related to sales initiatives, product knowledge updates, and training efforts as assigned
• Maintain a positive and professional tone in all written and verbal communications with clients and partners
• Demonstrate active listening and empathy to understand client needs and present appropriate loan solutions

Requirements

• Must be at least 18 years of age at the time of hire
• Must possess a high school diploma or equivalent credential
• Must have the right to work and reside in the United States without sponsorship
• Must be available for full-time work during standard business hours within the specified time zone
• Must pass a background check and meet company compliance standards for financial services roles
• Must be able to verify prior employment history for the previous 36 months
• Must have a consistent record of punctuality and reliability in previous roles
• Must demonstrate clear verbal and written communication skills suitable for professional client interactions
• Must be comfortable using computers, internet applications, and remote collaboration tools on a daily basis
• Must be able to follow detailed procedures and accurately complete assigned documentation
• Must pass a drug screen as part of the hiring process if requested
• Must be coachable and willing to participate in structured training and performance improvement activities
• Must maintain client confidentiality and comply with all applicable financial regulations and company policies

Nice to have

• Prior experience in a sales, customer service, or financial services environment
• Familiarity with mortgage terminology and the home loan process
• Experience using customer relationship management platforms
• Comfort with consultative selling and handling objections in a professional manner
• Strong organizational skills and attention to detail
• A proven track record of meeting or exceeding performance goals
• Previous experience working remotely in a structured professional setting

Practical notes

• This is a remote position based in the United States, and candidates must be able to work within the designated time zone
• Full-time engagement is required, with specific working hours determined by operational needs
• Travel is not expected as part of this role
• Visa sponsorship is not available for this position
• Candidates must meet all stated eligibility requirements without exception
• The work environment is dynamic, and the ability to adapt to changing priorities is essential