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Retention (DTC) Mortgage Loan Officer

Rosegate Mortgage
Charlotte, NC Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 5/7/2025

Job Description

Job Description

Smart | Honest | Driven

Rosegate Mortgage is a leader in the home loans industry and committed to delivering quick, personalized financing solutions. Founded in Charlotte in 2020, we've built a reputation on expertise, advanced technology, and a best-in-class operations team. Our goal is to create customers for life through an exceptional home-buying experience.

We are seeking Retention Loan Officers to join our newest division focused on retaining our portfolio of loans. Retention Loan Officers specialize in maintaining and enhancing relationships with existing customers, ensuring their satisfaction and loyalty, and creating customers for life. This role has the opportunity for continued growth and advancement.

Responsibilities :

  • Proactively communicate with existing Rosegate portfolio clients through various triggers and call campaigns. This will include both purchase and refinance opportunities.
  • Identify opportunities for clients to modify their current financing to better suit their evolving needs.
  • Document all client interactions, proposals, and transactions in compliance with regulatory standards and company policies.
  • Maintain and strengthen relationships with existing Rosegate portfolio clients, fostering long-term loyalty.

Our Ideal Candidate :

  • A top performer with a winner's mentality.
  • Determined, confident, and highly competitive.
  • Possesses strong interpersonal and negotiation skills, with the ability to build rapport easily.

    • What You'll Receive :

  • Access to best-in-class technology and digital solutions.
  • Competitive pricing with the ability to customize loan options for clients.
  • 5-star customer service support to enhance your client relationships.
  • Robust, ongoing training and development programs to support your career growth.
  • A comprehensive benefits package, including health, dental, vision, life insurance, and short-term & long-term disability coverage, and 401k with company match.
  • A competitive compensation plan designed to reward performance.

    • Qualifications :

  • 3 years of experience in a call center environment.
  • Proven track record of success in the mortgage industry.
  • Eager to learn, develop, and continuously improve every day.
  • Active NMLS license.

    • Rosegate Mortgage is an equal-opportunity employer. All employment decisions are based on business needs, job requirements, and individual qualifications. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

    Rosegate Mortgage | NMLS : 2020757| www.nmlsconsumeraccess.org | Equal Housing Opportunity | Licensed in NC, SC, GA, TN, FL, MD, TX, PA, IA, AL, OK, KY, CT, AR, CA & VA | 11225 N Community House Rd, Charlotte, NC 28277 | 888-657-6206 |

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