Job Description

High-Impact, Client-Facing Role | Top-Producing Purchase Team Let’s be clear upfront — This is not a traditional LOA role. If you love talking to people, converting leads, and being the first trusted voice a buyer hears — keep reading. If you prefer hiding behind files and avoiding phones, this is not your jam. We’re a high-performing, referral-driven mortgage team looking for a Lead Conversion & Pre-Approval Specialist to own the front end of the pipeline. You’ll be the gatekeeper, the quarterback, and the reason deals actually get to contract. Compensation (This Is Why People Apply) Base Salary: $60,000 – $70,000 (depending on experience) Performance Upside (recommended): • Bonuses per closed loans • Annual upside for the right performer: $75K–$90K+ Benefits • Full health, dental, vision • 401(k) + stock ownership • PTO and paid holidays • Stable hours: 8:30–5:30, Mon–Fri • No weekends. No chaos. Responsibilities: What You’ll Own (a.k.a. Why This Role Matters) Lead Conversion & First Contact • Be the first human voice new buyers hear — by phone, text, and email • Chase, track, and convert inbound warm leads (speed matters) • Set expectations, build rapport, and move clients forward decisively • Schedule & prepare high-quality Discovery Meetings with the Loan Officer Pre-Approvals & File Prep • Guide clients through SimpleNexus document uploads • Complete applications, utilize Encompass to work up the Pre-Approvals. • Submit accurate, complete pre-approvals  within 24 hours • Build scenarios and collaborate with underwriting/investors as needed Client & Realtor Communication Weekly check-ins with: • Pre-approved clients • Actively searching for property homebuyers • Referral Partners • Be relentlessly proactive — no ghosting, no dropped balls Team Collaboration • Participate in daily huddles and weekly pipeline reviews • Support the LO with follow-up calls and client handoffs • Improve systems, scripts, and workflows as you go • Help the team get better every month (not just “do your job”) Who Crushes in This Role You’ll thrive here if you are: • Fast, organized, and  dangerously good on the phone • Comfortable driving conversations and asking for decisions • Obsessed with follow-up and details • Calm under pressure and allergic to missed deadlines • Independent, but a strong team player Qualifications: Requirements (Let’s Be Honest) Must-Have • 3–5+ years mortgage experience (front-end strongly preferred) • Solid understanding of DU/LP and pre-approval workflows • Experience with correspondent/wholesale lenders and UNDERSTAND how to read guidelines • Strong CRM, Excel, and general tech skills • Confident communicator — phone, text, email Nice-to-Have • NMLS license (or willingness to get it) • SimpleNexus & Encompass experience • Experience building or improving lead follow-up systems • Strong purchase loan knowledge (Conv/FHA/VA) About Company: About The Bryan Schmidt Group | Preferred Rate We don’t do “volume at all costs.” We do relationships, precision, and long-term referrals. Every file represents a family making a life decision. We take that seriously — and we expect you to as well. If you want a role where your work directly impacts closings, referrals, and growth — this is it.

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