Associate Banker

Company : Lit Financial

Job Type : Full Time

Troy, Mi

Number of Applicants

000+

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications

Activate JobCopilot

Job Description - Associate Banker

The Associate Mortgage Banker is responsible for conducting outbound calls, engaging with prospective clients, and generating qualified opportunities for the Mortgage Banking team. This role focuses on initiating conversations, building rapport, and identifying client needs so they can be transitioned to a licensed Loan Officer for consultation. This is an entry pathway into mortgage banking with a growth track to becoming a licensed Loan Officer.

Key Responsibilities:

Conduct a high volume of outbound dials to new leads, returned inquiries, past clients, and referral sources.
Engage prospective borrowers to understand their goals, gather preliminary information, and assess level of interest.
Warm up and nurture leads through consistent follow-up, clear communication, and relationship building.
Document and track all call notes, client interactions, and lead movement in the CRM and lead management systems.
Maintain a positive, professional, and customer-focused tone throughout conversations.
Collaborate with the Mortgage Banker team on lead strategy, pipeline priorities, and outreach campaigns.
Qualify the client and send their account information to Loan Officers to process their application
Effectively communicate the benefits of our mortgage and products and services
Work collaboratively with Loan Officers to ensure a smooth handoff of qualified leads
Meet or exceed daily and weekly call quotas and performance metrics

Qualifications

Strong communication and conversational skills — confident, friendly, and patient on the phone.
Comfortable with high call volume and repetitive outreach activities.
Motivated by goals, performance metrics, and results.
Ability to stay organized and consistent with follow-up.
A positive attitude, coachability, and willingness to improve and grow.
Experience in call center sales, customer outreach, cold calling, or inside sales. (preferred)
Interest in developing a long-term career in mortgage or financial services.

What We Offer:

Competitive salary plus performance bonuses
Health, dental, and vision insurance
401(k)
Paid time off and holidays
Supportive and collaborative team environment
Opportunities for career advancement

Original job Associate Banker posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Auto-Apply to Similar Jobs

Share Job

Get your Resume Reviewed for Free

Automate Job Applications for Similar Jobs

Auto-Apply to Banker Jobs with your AI JobCopilot

Auto-Apply with AI

Similar Banker Jobs in the US

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Associate Banker

Job Description - Associate Banker

Similar Banker Jobs in the US

Mobile Apps