Associate Mortgage Specialist

GoodLeap
Roseville, CA Full Time
POSTED ON 3/31/2024

About GoodLeap:

We provide friendly financing options for those who dream of living a more sustainable lifestyle and want to save money using modern technology. Our collective mission is to make a positive impact on the planet, build lasting relationships with our valued partners and customers, and deliver a tech-enabled financing experience that is simple, fast, and frictionless.


We are creating a financial ecosystem that connects billions of dollars of capital to millions of homeowners that want to convert their outdated houses into modern, smart, energy-efficient homes. By unlocking access to numerous products that help people achieve better sustainability, we are revolutionizing the home improvement industry and protecting our only planet.


As part of our world-positive initiative, we are also the official sponsor of GivePower – a foundation that uses solar-based solutions to power life’s basic needs for people in developing regions of the world.

If you have an unstoppable desire to make a meaningful impact on our planet, and help mission-driven businesses and consumers achieve a more sustainable future, join us.


Learn more about our perks and culture!

- Competitive pay

- Comprehensive benefits package


This position is the first step into becoming a licensed loan officer in a direct-to-consumer sales environment with an exclusive, high converting lead source. You will provide sales support to our top loan officers while learning about different mortgage products, qualifying customers, and providing excellent customer service. You will also be taking live calls and gathering pertinent information prior to transferring them to the sales floor. 

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Essential Job Duties & Responsibilities:
  • Review mortgage applications taken by licensed loan officers; assist in collecting, uploading, and labeling documents within our Loan Origination system. Order disclosures, prepare income calculations, run automated underwriting, prepare, and scrub files prior to submitting to underwriting.
  • Troubleshoot loan files. Become an expert in loan programs and qualifications.
  • Take inbound live transfer calls / make outbound phone calls and gather the necessary information and commitment to transfer them to our sales floor. Provide excellent customer service to GoodLeap customers.
  • Attend daily training in preparation for your promotion into sales or take NMLS test.


Required Skills, Knowledge & Abilities:
  • 1-2 years top sales experience in a professional environment OR college degree
  • Ability to learn quickly
  • High energy
  • Detail-oriented
  • Excellent communication skills
  • Collaborative personality
  • Ability to work in fast-paced, high-volume environment
  • High School Diploma or GED required


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Compensation:  $24.04/hr potential bonus opportunities


Additional Information Regarding Job Duties and Job Descriptions:


Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.


If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!  Apply today!

Salary.com Estimation for Associate Mortgage Specialist in Roseville, CA
$43,041 to $55,566
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