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QA Associate

Job Title: Mortgage Lead Call Specialist Representative - Remote | Work From HomeJob OverviewWe are on the lookout for dynamic individuals who excel in achieving success and enjoy interacting with clients over the phone. As a Mortgage Lead Call Specialist Representative, you will be responsible for managing both inbound and outbound calls, establishing connections with clients and potential customers nationwide. By utilizing cutting-edge AI technology and effective marketing strategies, you will assist clients with their mortgage inquiries, offering relevant information and personalized solutions. Your primary objective will be to cultivate strong relationships and analyze financial needs, ensuring clients receive tailored mortgage options in a fast-paced environment. While leads will be provided, we encourage proactive outreach to grow your client base through exceptional customer service.Key Responsibilities• Manage a high volume of inbound and outbound calls from clients across the country• Deliver accurate information regarding mortgage products and services• Build rapport with clients by actively listening and addressing their needs• Assist clients in navigating mortgage inquiries and offer suitable solutions• Collaborate with sales and loan officer teams to ensure seamless communication• Maintain client information and follow up on leads utilizing our CRM system• Enhance business growth through exemplary customer service• Adhere to company protocols and scheduled guidelines• Engage clients to identify the most appropriate mortgage products and assist with the loan locking process and paperless submissions• Ensure compliance with our 14-day closing requirements• Handle various types of loans, including Conventional, VA, FHA, USDA, and moreRequired Skills• Current, valid NMLS license or appointment in good standing• A minimum of two years of sales experience, including at least two years as a Mortgage Loan Originator or in a related role• Excellent communication abilities and phone etiquette• Strong problem-solving skills and meticulous attention to detail• Experience in a high-volume call environment is preferred• Proven ability to build rapport and provide a positive client experience• Basic understanding of mortgage terminology and products is advantageousQualifications• Minimum of two years in a sales capacity, preferably as a Mortgage Loan Originator• For newly licensed individuals, a minimum of five years of sales experience is required with a commitment to completing one month of training• Availability to work approximately 40-45 hours per week• Customer service experience in a call center or mortgage/finance setting is a plusCareer Growth OpportunitiesBy joining our esteemed organization, you will have access to performance-based bonuses, opportunities for career advancement, and robust training programs designed to enhance your professional skills. Our company also offers discounted licensing renewals and continuing education access, ensuring you can further your career effectively.Company Culture And ValuesWe pride ourselves on being a leading wholesale mortgage lender with a steadfast commitment to client satisfaction and innovation. Our collaborative work environment encourages our Mortgage Loan Originators to provide personalized support, leveraging advanced technology to assist our clients on their journey to homeownership.Compensation And Benefits• W-2 employment only, with base compensation and/or commission pay dependent on the legal positionApply Today!Become part of a top-tier team in the mortgage industry. By applying, you can elevate your career in a company recognized for its commitment to innovation and client satisfaction, where your contributions will significantly impact clients’ paths to homeownership.Employment Type: Full-Time

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What You Should Know About QA Associate, FranklinCovey

As a QA Associate at our company, you'll play a pivotal role in ensuring the quality of our innovative mortgage solutions. We believe that customer satisfaction is the heart of our success, which is why we’re keen to find someone who shares our commitment to excellence. In this remote position, you'll be navigating through diverse client interactions and transactions. Your responsibility will include conducting thorough reviews of our processes and maintaining high standards of service. You’ll collaborate closely with various teams to identify areas for improvement, implementing quality assurance protocols that enhance the customer experience. Your keen attention to detail will not only help in meticulously analyzing client feedback but will also aid in crafting solutions that resonate with our clients' needs. Your proactive approach and problem-solving skills will help us make significant strides in quality management. As a QA Associate, you'll empower your teammates to maintain exceptional service standards, ensuring that our clients consistently receive clear, accurate information regarding mortgage products while adhering to our strict compliance requirements. We're excited to welcome someone who is passionate about quality assurance and who can contribute to our culture of continuous improvement, as we strive to provide unparalleled support for our clients on their journey to homeownership. If you're eager to make an impact and grow within a dynamic team, this role could be a great fit for you!

Frequently Asked Questions (FAQs) for QA Associate Role at FranklinCovey
What are the primary responsibilities of a QA Associate at our company?

As a QA Associate, your primary responsibilities include conducting quality audits, analyzing client feedback, and collaborating with teams to enhance service quality. You'll ensure that accurate information is consistently delivered concerning our mortgage products while implementing effective troubleshooting methods to improve the customer experience.

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What qualifications are required for the QA Associate position?

To qualify for the QA Associate position, candidates typically need a degree in a related field and experience in quality assurance or a similar role within the mortgage industry. Exceptional communication skills and detail-oriented capabilities are crucial to success in this role.

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How does the QA Associate role contribute to client satisfaction?

The QA Associate plays a vital role in client satisfaction by ensuring that all processes meet our high-quality standards. By auditing calls and assessing the accuracy of information provided, you’ll help maintain our commitment to exceptional customer service, ultimately aiding in achieving greater client retention.

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What kind of training is available for new QA Associates?

We offer robust training programs for new QA Associates that include quality management practices, compliance standards, and effective communication strategies. Our aim is to equip you with the necessary skills to thrive in enhancing our company’s quality assurance processes.

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What growth opportunities are available for QA Associates in the company?

As a QA Associate, there are ample growth opportunities available including the potential to advance to senior QA roles, managerial positions, or specialized areas within quality assurance. Our commitment to internal promotions ensures that dedicated employees have pathways to develop their careers further.

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Common Interview Questions for QA Associate
What quality assurance methodologies are you familiar with?

Discuss specific methodologies like Six Sigma, TQM, or ISO standards. Highlight your experience in applying these methods to improve process efficiency and product quality.

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Can you provide an example of how you've identified a problem in a process and how you addressed it?

Share a specific instance where you encountered a quality issue, the steps you took to analyze the problem, and the solution implemented that led to improved quality and customer satisfaction.

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How do you prioritize tasks when working under tight deadlines?

Explain your strategy for prioritization, including how you assess the importance and urgency of tasks, and how you communicate with your team to ensure alignment.

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What tools do you use for tracking quality metrics?

Mention specific tools such as JIRA, Confluence, or other CRM systems relevant to the mortgage industry that help with quality reporting and tracking metrics.

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Describe your approach to conducting audits.

Outline your method for preparing for and executing audits, emphasizing attention to detail, thoroughness, and the importance of providing constructive feedback to improve quality standards.

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How do you ensure compliance with company policies?

Discuss your experience in monitoring processes for adherence to policies and the proactive steps you take to identify non-compliance and rectify any issues.

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What role does communication play in quality assurance?

Emphasize the importance of clear communication in gathering insights from team members and clients, as well as providing feedback that fosters a culture of continuous improvement.

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What steps would you take if you receive a complaint regarding service quality?

Explain your approach to handling complaints, including listening actively, investigating the issue, and providing a timely resolution while improving processes to prevent future occurrences.

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How do you stay current with industry trends and best practices?

Talk about resources you utilize such as professional organizations, webinars, articles, and forums to continually update your knowledge and adapt your practices accordingly.

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What motivates you to excel as a QA Associate?

Share personal motivations that drive you in your role, such as enhancing customer experiences, the challenge of problem-solving, and contributing to the overall success of the organization.

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Founded in 1997 and headquartered in Salt Lake City, Utah, FranklinCovey is a provider of leadership development, business execution training, and assessment services for organizations.

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Full-time, remote
DATE POSTED
December 5, 2024

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