Sales Development Program - Financial Services jobs in United States
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Freedom Mortgage · 1 day ago

Sales Development Program - Financial Services

Freedom Mortgage is launching the Boost Sales Development Program aimed at training future Loan Advisors within their Call Center department. Participants will undergo a 12-month intensive program to obtain necessary state mortgage originator licenses while providing exceptional customer service and support in selecting mortgage options.

Financial ServicesInsuranceMortgage
badNo H1Bnote
Hiring Manager
Rachel Early Cassano
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Responsibilities

Successfully completing the three training levels within the program including passing the SAFE Exam, obtaining the required state mortgage originator licenses, and all other training courses and activities
Perform a high volume of inbound and outbound phone calls within a call center environment
Understands and complies with requirements of applicable federal and state laws and regulations. Builds customer relationships by actively listening and resolving complaints quickly, efficiently, and accurately
Provides information and knowledgeable assistance regarding mortgage loans by retrieving loan information and providing customers with information quickly and accurately
Builds relationships with both internal and external customers
Exhibits professionalism and takes pride in work when dealing with the customers
Proactively respond to customer inquiries or complaints while providing outstanding customer service and follow-up
Comply with all company policies and procedures
Maintain regular and punctual attendance
Performs other related duties as assigned

Qualification

NMLS S.A.F.E. examCustomer serviceSales experienceProblem-solvingTime managementResilienceIndependent mindsetInterpersonal skillsCommunication skillsGoal-orientedSelf-starterOrganizational skills

Required

High School Diploma, some college coursework, associate degree, or equivalent experience
2 – 8 years' related experience and/or training; or equivalent combination of education and experience
Self-starter, goal-oriented sales professional who is focused on providing the highest level of customer service
Strong interpersonal and communication skills, both verbal and written
Demonstrated motivation, resilience, and self-initiative
Ability to manage multiple projects concurrently while meeting deadlines
Proven problem-solving abilities and consultative sales skills
Proficiency in time management and organizational skills
Independent, results-oriented mindset with a commitment to excellence
A genuine interest in pursuing a career in sales within the mortgage industry
Eligibility to work in the United States without the need for sponsorship
Candidates must pass the NMLS S.A.F.E. exam during this program

Company

Freedom Mortgage

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Freedom Mortgage is a full-service mortgage lender with strong customer service and a unique streamlined process.

Funding

Current Stage
Late Stage
Total Funding
$1.55B
2025-08-20Debt Financing· $500M
2023-06-27Debt Financing· $1.05B

Leadership Team

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Stan Middleman
President, Chief Executive Officer
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Steven Fasman
Executive VP & Executive Advisor to the CEO
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Company data provided by crunchbase