• Drive sales through outbound call campaigns and achieve monthly assigned sales goals. • Provide an exceptional member experience with each member interaction. • Source and develop leads while consistently following-up on leads and unsold quotes by phone and e-mail • Utilize sales skills to upsell products based on the members' individual needs. • Be an effective communicator, both written and verbal • Provide excellent customer service and maintain retention

• Provide timely and accurate payment of Sales Compensation to the global sales team • Ensure accuracy in work while delivering on deadlines • Work with multiple challenging deliverables • Collaborate with Sales teams & Finance providing excellent analytics • Partners closely with Sales Operations, Finance, Accounting, Payroll, HR, and Audit for accurate commission calculations and compliance with policies and audit standards.

• Handle inbound and outbound leads from existing clients to help them secure a purchase mortgage • Qualify borrowers for purchase loans using automated underwriting systems (DU/LP) • Provide mortgage options in a single call, assisting clients in choosing the best loan for their needs • Engage and collaborate with real estate agents (both network and non-network), including conducting welcome calls and proactive outreach to build and maintain strong referral relationships. • Gather necessary documentation and submit completed mortgage applications for processing • Set clear expectations with clients from the start of the transaction and provide ongoing communication throughout • Ensure compliance with all regulatory mortgage guidelines and company policies • Collaborate with internal operations to maintain clean files and ensure smooth loan closings • Enter and manage transactions in PHH Mortgage's lead management system • Provide exceptional customer service to all borrowers, ensuring a positive experience throughout the loan process • Balance your day between managing inbound leads and following up with clients in your sales pipeline to meet performance standards • Attend training, sales meetings, and other company events as required • Stay current with mortgage industry trends and complete required internal training

• Inbound and Outbound leads provided by the company from our existing portfolio of clients • Process completed mortgage application for qualified clients • Communicate and set proper expectations with the client from the start of the transaction • Qualify clients for new mortgage loans using automated underwriting systems (DU/LP) • Deliver mortgage options to customer in one call to move forward with PHH Mortgage as their preferred lender • Collect pertinent information/documents from client to begin processing • Sends all required paperwork to client and provides excellent customer service • Adhere to all regulatory mortgage compliance guidelines • Partner with internal operations to consistently produce clean files and successfully complete transactions • Input transactions into PHH Mortgage’s lead management system • Communicate effectively with all parties to the transaction. • Offer excellent customer service to all borrowers • Structure business day to ensure balance of taking inbound leads and making follow-up contact with current sales pipeline in order to consistently meet minimum performance standards • Attend all trainings, sales meetings, orientations as directed • Increase knowledge of mortgage industry by completing all internal trainings timely • Ability to use multiple software applications at one time • Type more than 40 words per minute