Mortgage Pre-Approval Advisor (SDR)

As a Mortgage Pre-Approval Advisor at Tomo, you will be tasked with engaging with potential homebuyers, guiding them through our mortgage offerings, and providing exceptional customer service. Your role will involve educating customers about the pre-application process, answering their initial inquiries, and collaborating with Loan Officers for more complex questions, ensuring a smooth and informed experience for the homebuyers.

To apply for the Mortgage Pre-Approval Advisor position at Tomo, you should ideally have 1-2+ years of sales experience and strong communication skills. A background in financial services or technology is advantageous but not mandatory. A Bachelor’s degree and fluency in Spanish are nice-to-haves, enhancing your application.

Tomo prides itself on fostering a positive work culture for Mortgage Pre-Approval Advisors, where team collaboration, competitive spirit, and continuous learning are encouraged. Our dynamic environment adapts to change and embraces new ideas, creating a supportive space for personal and professional growth.

The expected on-target earnings (OTE) for a Mortgage Pre-Approval Advisor at Tomo is around $67,000. We emphasize transparency in compensation, ensuring you understand the earning potential as you grow in your role, with opportunities to increase your earnings based on performance.

In the role of Mortgage Pre-Approval Advisor at Tomo, you'll leverage a variety of tech tools including a phone system, CRM, and marketing platforms to engage with customers. Familiarity with these tools will help you keep an organized pipeline and improve your efficiency in handling customer inquiries.

To handle customer objections effectively, demonstrate understanding and empathy first. Address their concerns directly, provide factual information about Tomo’s offerings, and reinforce the benefits of choosing us. Show that you’re not just selling but are genuinely here to help them find the best mortgage solution.

Share a specific example where you patiently guided a customer through complex information. Highlight how you broke it down into digestible pieces, used analogies if necessary, and ensured they felt comfortable asking questions, ultimately leading to a positive outcome.

Building rapport involves active listening and authentic communication. Share your strategies like mirroring language, finding common interests, and following up on past conversations. Emphasize the importance of showing genuine care for their needs, fostering connections that lead to trust.

Describe your method for prioritization, perhaps using a combination of urgency and importance. Talk about tools you use for organization, such as digital task lists, and how you remain flexible in adjusting priorities based on customer needs or team demands.

Express your understanding of Tomo’s mission to transform home-buying by providing better experiences and lower costs for customers. Highlight how Tomo aims to empower homebuyers with transparent information and exceptional service, emphasizing why you align with this mission.

Demonstrate your passion for enhancing customer experiences in home buying. Talk about your admiration for Tomo’s customer-centric approach and how aligning your values with their mission excites you about being part of an innovative team.

Discuss techniques for maintaining motivation, such as setting small goals, focusing on the impact your work has on customers, and seeking support from teammates. Your answer should showcase resilience and a positive attitude in seeking growth from challenges.

Explain how collaboration among team members, like Loan Officers and Mortgage Pre-Approval Advisors, enhances customer service. Discuss the importance of communication and teamwork in resolving customer inquiries and improving overall experiences.

Share a relevant experience where you needed to adapt fast, emphasizing your quick learning abilities. Describe the steps you took, any resources you utilized, and the positive outcome that stemmed from your proactive approach.

Discuss key skills such as strong communication, empathy, problem-solving, and adaptability. Support your points with examples of how each skill benefits customer interactions and contributes to a positive experience as a Mortgage Pre-Approval Advisor at Tomo.