At least 1 year of phone sales experience in financial services or a related field, including closing experience Experience managing a customer pipeline and driving deals to close Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire Bachelor’s degree in Finance, Business, or a related field is preferred Comfortable using G Suite tools CRM experience (like Salesforce) is a plus Familiarity with U.S. real estate or mortgage processing is helpful Strong computer skills, attention to detail, and a proactive, problem-solving mindset Excellent communication skills, adaptable to change, and a collaborative team player Must be able to travel for two mandatory onsite events per year Must have a home office and be able to operate in a space without outside distraction