Providing opportunities for our neighbors to thrive by connecting volunteers to people in need.
Loan Officer – Sales Professional
Location
Texas
Posted
2 days ago
Salary
$60K / year
Seniority
Senior
Job Description
Loan Officer – Sales Professional
Neighbors, Inc.
• Help clients achieve the dream of homeownership by fulfilling the vision of changing the way mortgages are done • Guide clients through the home loan process utilizing warm leads • Collaborate with qualified leads to close deals in full-cycle sales • Participate in comprehensive training programs to build expertise in the mortgage industry
Job Requirements
- Real sales experience is required – where influence and ownership mattered
- Must thrive working remotely and at staying self-motivated
- Ability to handle high pressure situations, acknowledging that some things are out of your control that may impact earnings
- Seeking to establish and maintain a career as a salesperson for the long term
- College degrees are not required, but the ability to learn quickly is essential
Benefits
- Health insurance
- Dental coverage
- Wellness program
- 401(k) matching
- Paid time off
- Paid holidays
- Comprehensive, paid training program
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Loan Officer – Sales Professional
Neighbors, Inc.Providing opportunities for our neighbors to thrive by connecting volunteers to people in need.
• Help clients achieve the dream of homeownership • Fulfill the vision of making homeownership more affordable, accessible, and achievable • Work with warm leads – no cold calling required • Guide clients through the loan process • Support qualified leads to close sales
• Responsible for profitable growth and continuous improvement of WM sales results • Partners with Area Sales Directors to execute programs for both Field-based and Inside Sales Segments • Functions as the lead for implementation of SMB Field-based and Inside Sales segment initiatives • Promotes communication and coordination within the Area’s sales organization • Provides guidance to accelerate growth and guide the teams for success • Engages in budget and planning process for sales target setting • Analyzes data to identify growth and price related opportunities • Partners with Marketing on demand generation activities
• Identifies the market (sales and profits) potential in the geographical locations of the district. • Participates in the development of the sales activities and ensures sales activities that support the district plans. • Will be have responsibility to achieving P&L targets. • Implements various sales and marketing strategies to achieve sales goals and increase branch revenue. • Manages a comprehensive forecast of revenue and profitability and other key performance indicators as directed by senior management. • Continually ensures that the district’s growth is sustainable through the active management of the district aggregate prospect pipeline. • Allocates targets and quotas and manages the performance of sales professionals individually and collectively.
Role Description Como la máxima autoridad funcional y técnica del proyecto, liderarás el diseño, la configuración y el gobierno continuo de nuestra solución LMS construida sobre Microsoft Dynamics 365 Sales y Dataverse: - Modelar el Futuro del Dato: Definirás y mantendrás el modelo de datos de Cuentas, Clientes, Clientes Potenciales, Contactos, Oportunidades y Actividades dentro de Dataverse. - Optimizar el Pipeline Global: Diseñarás y configurarás procesos de gestión de oportunidades, incluyendo flujos de cualificación, puntuación (scoring), enrutamiento y asignaciones inteligentes. - Automatización Avanzada: Crearás reglas de negocio, flujos de trabajo con Power Automate, tableros de control y modelos de seguridad robustos para garantizar operaciones impecables. - Gobernanza del Dato 360°: Establecerás reglas de unicidad y deduplicación para ofrecer una visión limpia y completa del historial de interacciones de los clientes. - Sincronización de Ecosistemas: Coordinarás las integraciones entre Dynamics 365 y las aplicaciones empresariales externas, asegurando escalabilidad y cumplimiento técnico. Qualifications - Más de 5 años de trayectoria liderando implementaciones globales y transformaciones empresariales de CRM. - Fuerte experiencia en configuración, personalización y administración de Dynamics 365 Sales. - Comprensión profunda del modelado de datos, seguridad y mejores prácticas de arquitectura dentro de Dataverse. - Dominio técnico en el diseño de automatizaciones complejas mediante Power Automate y flujos de procesos de negocio. - Nivel avanzado de inglés (C1 requerido para la gestión de stakeholders globales) y español fluido. - Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate. Requirements - Cuentas con certificaciones como Power Platform Functional Consultant Associate o Power Platform Solution Architect Expert. - Posees conocimientos en Dynamics 365 Customer Insights, Power Apps y Power BI. - Tienes experiencia integrando Dynamics 365 con sistemas ERP, APIs y servicios de integración en Azure, Microsoft Fabric o Azure Data Platform. - Te apasiona aprender de forma continua, compartir ideas y evolucionar dentro de entornos ágiles (Agile delivery) junto al equipo. Benefits - Salario fijo adaptado a tu experiencia y valía técnica. - Modalidad de trabajo remota con la autonomía necesaria para conciliar tu vida profesional y personal. - Un entorno dinámico y colaborativo donde se valora tu iniciativa, se reconoce tu impacto directo en el negocio y se apuesta firmemente por tu crecimiento continuo. - Trabajarás en proyectos de vanguardia con tecnologías de punta y bajo metodologías de alto rendimiento.

