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Mortgage Loan Originator (Wholesale) - FULL TIME (West Palm Beach, FL)

Remote, USA Full-time Posted 2025-05-22

About the position

The Mortgage Loan Originator (Wholesale) position at Tag Lending Group is a full-time role focused on building relationships and guiding clients through the mortgage process. The role involves engaging with clients nationwide, analyzing financial situations, and selecting the best mortgage products to meet their needs. The company emphasizes a systematic digital experience powered by advanced AI technology, aiming for efficiency in the mortgage approval process.

Responsibilities
• Follow our playbooks and weekly schedules (Proprietary to our company)
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• Determine the best product for the client, lock the loan at the point of sale, and submit a preliminary paperless loan package.
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• Collaborate with several administrators and a designated underwriter to oversee work.
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• Focus on new loan originations while processors work on the loan.
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• Ensure 14-day close requirements and stipulations are met.
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• Manage Conventional, VA, FHA, USDA, and other loan types.

Requirements
• Current, valid NMLS license or appointment in good standing.
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• Minimum two years of sales experience and two years as a Mortgage Loan Originator.
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• If newly licensed, a minimum of five years of sales experience and willingness to undergo a month of training.
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• Flexibility to work approximately 40-45 hours per week.
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• Strong phone presentation skills and ability to build client relationships.
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• Experience with CRM/CMS systems, preferably HubSpot.
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• Ability to make sound judgments on credit decisions, funding, and post-close issues.
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• Excellent communication, interpersonal, and organizational skills.

Nice-to-haves

Benefits
• Bonus based on performance
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• Opportunity for advancement
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• Training & development

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