About The Position

The Mortgage Home Loan Direct Center Phone Representative at Regions Bank is responsible for making outbound calls to existing and potential customers to discuss mortgage products and services. This role focuses on understanding customer needs, providing information about current loans, and generating qualified referrals for Mortgage Loan Officers. The representative is expected to meet production goals and deliver excellent customer service while adhering to compliance guidelines.

Requirements

  • High School diploma or GED
  • Six (6) months in customer service, sales, banking or a related field

Nice To Haves

  • Associate's or Bachelor's Degree
  • One (1) year experience in a sales related field

Responsibilities

  • Makes outbound phone calls to both existing and potential new customers
  • Communicates information concerning current loans and determines future financing needs for mortgage products
  • Discusses Regions products and services with existing and potential customers
  • Meets or exceeds production goals, primarily by converting leads into qualified referrals resulting in closed mortgage loans
  • Uses effective sales and outbound telephone techniques to build client relationships and uncover product and service needs
  • Provides excellent customer service skills while following all marketing and compliance guidelines established by the corporation
  • Completes all required documentation

Benefits

  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

High school or GED

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