What are the responsibilities and job description for the Associate Mortgage Banker position at LitFinancial?
LitFinancial is on a mission to be the most client focused mortgage company in the industry. As of 2025, LitFinancial has earned a perfect 5-star review with the Better Business Bureau and a 4.9 rating with hundreds of reviews from Google by delivering a world class experience. LitFinancial is a dynamic organization built with go-getters who are passionate, hardworking, and honest which fuels an incredible environment.
Position Overview:
We are seeking a motivated and customer-focused Associate Mortgage Banker to support our sales team by engaging prospective clients and qualifying leads. In this role, you will be the first point of contact for potential borrowers, using our automated dialer system to initiate conversations and assess their mortgage needs. Your goal is to gather key information, communicate the value of our mortgage products, and seamlessly transition qualified prospects to our Loan Officers. This position plays a vital role in driving business growth and ensuring a high-quality client experience. The ideal candidate thrives in a fast-paced environment, is comfortable making outbound calls, and is committed to meeting daily performance goals.
This is an exciting opportunity for motivated individuals looking to build their careers in a fast-paced office sales environment with truly unlimited earning potential. You’ll receive unlimited leads, paid training & licensing, and full support to help you excel. 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 application.
- Effectively communicate the benefits of our mortgage and products and services.
- Work collaboratively with Loan Officers to ensure a smooth handoff of qualified leads
- Meet or exceed daily and weekly call quotas and performance metrics.
Qualifications:
- Previous experience in sales, customer service, or a call center environment
- Strong interest in the mortgage or financial services industry
- Excellent communication and interpersonal skills, with the ability to build rapport quickly
- Comfortable making high volumes of outbound calls and handling objections professionally
- Goal-oriented with a competitive mindset and drive to meet or exceed performance metrics
- Ability to work efficiently in a fast-paced, team-driven environment
- Basic computer proficiency and ability to learn new systems quickly
- High school diploma or equivalent required
What We Offer:
- Competitive salary plus performance bonuses
- Health, dental, and vision insurance
- Paid time off and holidays
- Supportive and collaborative team environment
- Opportunities for career advancement