What are the responsibilities and job description for the Mortgage Pre-Approval Advisor (SDR) position at Tomo?
Do you love solving problems? Are you motivated to provide customers with a once-in-a-lifetime experience? Does using technology to transform the everyday get you fired up? Tomo is on a mission to transform the homebuying experience, and we need some GOATs to get us there!
As a Sales Development Representative at Tomo, you will work as part of our front line team to engage, educate, and provide guidance to new customers who are learning about our mortgage offerings. Our Sales Development Representatives are the first point of contact with future homebuyers! You are primarily focused on introducing our unique Tomo experience to homebuyers. You are a competitor who thrives in a team oriented, collaborative environment. You embrace a fast pace, change, and challenge.
This role will require working some non-traditional hours (i.e. weekends and evenings).
The things you’ll be doing…
- Be the FIRST Tomo contact to our customers
- Provide a world-class customer experience as a part of helping customers choose the Tomo Mortgage
- Engage with customers via text, email, phone and live chat
- Educate customers about Tomo, our offerings, and the pre-application process, establishing trust
- Collaborate with Loan Officers to connect with customers to answer questions that require a license, i.e., questions about product, rate, and eligibility, and ensure that customer needs are met by these conversations
- Contribute to continuous improvement of the current processes and show the ability to identify patterns and processes that may improve downstream business practices
- Adapt to and embrace process and policy changes as we learn more about our customers, their needs, and how to drive an industry-changing customer experience in mortgage
- Leverage tech stack including phone system, CRM, and marketing tools to engage with customers and keep an organized pipeline
The things you're exceptional At…
- Communication - written, slack, email, phone, text - you name it, you can “speak” it!
- Expert at building rapport quickly and addressing/overcoming client concerns
- Analyzing data and perceiving problems or patterns
- Excellent command of English grammar, usage, and spelling
- Remaining positive in a fast-paced, dynamic and rapidly growing organization
- Learning to grow with a healthy interest in advancing your career in Sales
- Competitive, hard-working, and seeking to proactively make a difference
- Coachable, hungry to learn and continuously improve
- 1-2 years of sales experience
You may also have the extras…
- Experience in financial services or technology
- Bachelor’s degree
- Spanish language fluency (Optional)
Tomo believes in compensation transparency. OTE for this role will be ~$67,000.
Salary : $67,000
