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Sales Representative-Mortgage Analytics

United States, Santa Ana · Job Posted January 19, 2026
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Job Description

In support of the sales strategy for assigned territory, develop and retain a quality client base through the acquisition of new business and maintenance of existing customers to attain maximum sales volume and develop maximum potential volume from all markets for the division's products and/or services.

Job Responsibility

  • Builds client relationships, secures new orders from new customers, and maintains and expands business with existing client base
  • Compiles lists of prospective customers for use as sales leads, based on information from networking, websites, newspapers, business directories, industry ads, trade shows, and other sources and develop and execute on a call plan for qualified real estate agents, brokers and their staff, lenders and attorneys
  • Assesses individual client needs and develops, presents and implements a plan to meet those needs
  • Is highly visible in his/her marketing area by attending real estate industry functions and participating in community and real estate events
  • Collaborates with internal marketing teams provided for their territory where needed to develop local marketing content (print, electronic) and social media presence to drive brand awareness to support sales strategy
  • Effectively creates or adapts and delivers presentations to customer groups, target customers, agents and others
  • Interacts daily with other work groups (such as operations, marketing and escrow branches)
  • Communicates proactively with and responds in a timely manner to clients

Requirements

  • High School Diploma or equivalent
  • 2-5 years of successful residential Title/Real estate industry experience
  • Proven track record of meeting and exceeding sales goals
  • Requires a valid driver’s license
  • Ability to listen to customers and understand their needs and objectives to better respond and provide solutions
  • Applies diplomacy and tact
  • Demonstrates persistence, tenacity and consistency in pursuing revenue opportunities
  • Strong interpersonal communication skills
  • Flexible with the ability to adapt strategy to changing conditions
  • Understanding of market and competition with the ability to identify external threats and opportunities
  • Ability to persuade and influence others
  • Strong negotiation skills
  • Visibility requires maintaining a professional appearance and providing a positive company image to the public

What we offer

comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan

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