Associate Banker

The Associate Mortgage Banker is responsible for conducting outbound calls, engaging with prospective clients, and generating qualified opportunities for the Mortgage Banking team. This role focuses on initiating conversations, building rapport, and identifying client needs so they can be transitioned to a licensed Loan Officer for consultation. This is an entry pathway into mortgage banking with a growth track to becoming a licensed Loan Officer.Key Responsibilities: Conduct a high volume of outbound dials to new leads, returned inquiries, past clients, and referral sources.Engage prospective borrowers to understand their goals, gather preliminary information, and assess level of interest.Warm up and nurture leads through consistent follow-up, clear communication, and relationship building.Document and track all call notes, client interactions, and lead movement in the CRM and lead management systems.Maintain a positive, professional, and customer-focused tone throughout conversations.Collaborate with the Mortgage Banker team on lead strategy, pipeline priorities, and outreach campaigns.Qualify the client and send their account information to Loan Officers to process their applicationEffectively communicate the benefits of our mortgage and products and servicesWork collaboratively with Loan Officers to ensure a smooth handoff of qualified leadsMeet or exceed daily and weekly call quotas and performance metricsQualifications Strong communication and conversational skills — confident, friendly, and patient on the phone.Comfortable with high call volume and repetitive outreach activities.Motivated by goals, performance metrics, and results.Ability to stay organized and consistent with follow-up.A positive attitude, coachability, and willingness to improve and grow.Experience in call center sales, customer outreach, cold calling, or inside sales. (preferred)Interest in developing a long-term career in mortgage or financial services.What We Offer: Competitive salary plus performance bonusesHealth, dental, and vision insurance401(k)Paid time off and holidaysSupportive and collaborative team environmentOpportunities for career advancementPowered by JazzHR