Working knowledge of FHA, VA, and Conventional refinance products and HELOC products, and how their unique benefits serve clients.
Familiarity with home equity concepts such as LTV and CLTV, and the ability to explain the tradeoffs between refinance and HELOC options in plain language.
Strong knowledge of consumer lending regulations, including fair lending, privacy, RESPA, and TILA, and a commitment to always doing the right thing.
Excellent phone sales skills with the ability to connect, empathize, and guide clients confidently through the loan process.
Ability to manage competing priorities in a fast-paced environment while consistently meeting deadlines and service expectations.
A natural relationship-builder who can collaborate across teams and foster trust with both internal partners and external clients.
Demonstrated coachability, adaptability, and a growth mindset, always striving to leave the woodpile higher.
Takes ownership of the client experience and communicates proactively to exceed expectations and uphold our service-level commitments.
Energized by a culture that values speed, ethics, impact, and accountability, and driven by a desire to win the right way
Full description
This role is not open to visa sponsorship or transfer of visa sponsorship including those on H1-B, F-1, OPT, STEM-OPT, or TN visa, nor is it available to work corp-to-corp.This role requires a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Monday through Thursday) and work fully remotely on Fridays each week.
For the Sage Home Loans website click here. Curious how Sage Home Loans fits into Red Ventures? Click here.
At Sage Home Loans, we're revolutionizing the industry by making mortgage simple, and as a Mortgage Loan Officer on our Sales team, you'll be the first voice homeowners hear and the trusted guide they rely on as they refinance or tap into their home equity with a HELOC. You'll partner with our Operations and Processing teams (internal and partner) to guide prospective and existing clients by phone and email through loan products, prequalification, and next steps, manage a robust pipeline, make outbound calls to generate new business, and own the client experience from first conversation through closing. You'll join a team that thrives on coachability and collaboration, where we put clients first because we know that winning the right way is the only way. If you're energized by meaningful conversations, motivated by impact, and ready to leave the woodpile higher every day, we'd love for you to be part of the journey.
What You’ll Do:
Answer inbound calls from homeowners to discuss refinance and HELOC products, prequalification criteria, and next steps.
Educate clients on how rate-and-term refinances, cash-out refinances, and HELOCs can help them reach their goals, such as lowering their payment, consolidating debt, funding home improvements, or accessing home equity.
Communicate loan progress clearly to consumers and collect any required documentation.
Make outbound sales calls to prospective and existing customers, including past clients with refinance or equity opportunities, to generate new business and strengthen retention.
Monitor and actively manage a pipeline of leads and loans to meet conversion goals and cycle time targets.
Partner with our Operations and Processing teams (internal and partner) to move refinance and HELOC loans smoothly from application through closing.
What We’re Looking For:
At least 1 year of mortgage sales experience with a proven track record of performance and client trust.
Working knowledge of FHA, VA, and Conventional refinance products and HELOC products, and how their unique benefits serve clients.
Familiarity with home equity concepts such as LTV and CLTV, and the ability to explain the tradeoffs between refinance and HELOC options in plain language.
Mortgage Loan Originator (HELOC and Refi) | Sage Home Loans at Red Ventures (Charlotte, NC) — aijobsearch
Strong knowledge of consumer lending regulations, including fair lending, privacy, RESPA, and TILA, and a commitment to always doing the right thing.
Excellent phone sales skills with the ability to connect, empathize, and guide clients confidently through the loan process.
Ability to manage competing priorities in a fast-paced environment while consistently meeting deadlines and service expectations.
A natural relationship-builder who can collaborate across teams and foster trust with both internal partners and external clients.
Demonstrated coachability, adaptability, and a growth mindset, always striving to leave the woodpile higher.
Takes ownership of the client experience and communicates proactively to exceed expectations and uphold our service-level commitments.
Energized by a culture that values speed, ethics, impact, and accountability, and driven by a desire to win the right way
Compensation:
Total Cash Compensation Range: $35K annually, plus applicable incentives
Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.
Health Insurance Coverage (medical, dental, and vision)
Life Insurance
Short and Long-Term Disability Insurance
Flexible Spending Accounts
Holiday Pay
401(k) with match
Employee Assistance Program
Paid Parental Bonding Benefit Program
Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That’s why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.
Who We Are:
Sage Home Loans Corporation is a digital mortgage lender solution redefining the mortgage origination experience. By building new technology solutions, we're creating simple and clean customer experiences to simplify the mortgage application process. Our team has developed a fully digital online application that enables the user to complete their application and start looking for the right mortgage that matches their needs 24/7. We then marry the digital journey with exceptional human interaction from our expert Loan Officers to create the best possible borrower experience.
Red Ventures is a global portfolio of high-growth companies — spanning several U.S. businesses, a joint venture in the health services industry, and strategic investments in Europe and Puerto Rico. Their businesses include The Points Guy, Lonely Planet, Bankrate, the Allconnect Platform, RV Home Client Growth, RV Growth & Transformation, Sage Home Loans Corporation, RV Education and more. Across the portfolio, Red Ventures businesses deliver seamless digital experiences for consumers, help Fortune 100 clients solve large-scale digital growth challenges, and create world-class experiences and opportunities for employees. Learn more at redventures.com and follow @RedVentures on LinkedIn and Instagram.
At Red Ventures, we believe diverse, inclusive teams are better. To help you better understand our core values and beliefs, we encourage you to watch this brief YouTube video: Our Belief Statements. This will give you insight into the principles that guide our work and our commitment to fostering an inclusive environment.
We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program.
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