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Comprehensive Training and Support: We provide robust training programs to equip you with the essential knowledge and skills required to excel as a Mortgage Advisor alongside your Real Estate practice. Cutting-edge Technology and Resources: Utilize advanced tools and resources that streamline your workflow, enabling you to provide seamless service to your clients in both realms.

Are you a proactive Real Estate Agent concerned about the shifting sands of buyer’s agent commissions? The recent lawsuits and settlements in the real estate industry spotlight the urgent need for adaptability and diversification. There’s never been a better time to enhance your career resilience and earning potential. We invite you to join Satori Mortgage, a forward-thinking mortgage brokerage, and embark on a journey to obtain your NMLS (Mortgage License). 
 As a Dually Licensed Agent, you’ll have the unique advantage of thriving in both the Real Estate and Mortgage domains, exponentially expanding your professional network and income opportunities.  What We Offer: <ul><li>Comprehensive Training and Support: We provide robust training programs to equip you with the essential knowledge and skills required to excel as a Mortgage Advisor alongside your Real Estate practice.</li><li>Competitive Compensation: Enjoy multiple streams of income by serving clients in both buying houses and securing mortgage financing.</li><li>Community of Like-minded Professionals: Be a part of an innovative community that values continuous learning, adaptation, and client-centric service.</li><li>Cutting-edge Technology and Resources: Utilize advanced tools and resources that streamline your workflow, enabling you to provide seamless service to your clients in both realms.</li><li>Legitimacy and Compliance: Rest easy knowing you’re operating within the legal frameworks, as our compliance team ensures adherence to all real estate and mortgage regulatory standards.</li></ul>Qualifications: <ul><li>Active Real Estate License.</li><li>Motivated to pursue NMLS (Mortgage License).</li><li>Strong sales, negotiation, and communication skills</li><li>Commitment to professional growth and delivering exceptional client service.</li></ul>Take the Bold Step Today! Embrace the future of real estate and mortgage services by becoming a Dually Licensed Agent. Transition smoothly, expand your horizons, and secure your financial future in the face of industry evolution. Apply now to explore this exceptional career pathway and ensure you stay ahead in the dynamic real estate market. This is a remote position.

Satori Mortgage

Hybrid Real Estate and Mortgage Consultant

Communication Skills

Consulting

Customer Support/Service

Leading Edge Technology

Legal

Litigation

Maintain Compliance

Mortgage

Mortgage Brokers

Mortgage Lending

Mortgage Regulations

Negotiation Skills

Purchasing/Procurement

Real Estate

Real Estate Sales

Sales

Training Program

Training/Teaching

FULL_TIME

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

HOUR

DescriptionJob Description:Title: Account Associate - Shared Services Fully RemotePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations   About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.   Key Responsibilities: <ul><li>Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. </li></ul><ul><li>Office Support: Assist with general office tasks and administration. </li></ul><ul><li>Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. </li></ul><ul><li>Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. </li></ul><ul><li>Data Management: Maintain accurate and up-to-date data in agency systems. </li></ul><ul><li>Activity Monitoring: Ensure timely completion of tasks and activities. </li></ul><ul><li>Communication: Keep the account team informed of workload status and any issues. </li></ul><ul><li>Service Excellence: Provide proactive and responsive service. </li></ul><ul><li>Performance Monitoring: Ensure productivity and quality standards are met. </li></ul><ul><li>Promote Culture: Participate in team building and promote a positive work environment. </li></ul><ul><li>Continuous Improvement: Seek and adopt best practices. </li></ul><ul><li>Compliance: Stay updated on company policies and procedures. </li></ul><ul><li>Professional Development: Enhance technical skills and industry knowledge. </li></ul><ul><li>Relationship Building: Foster positive relationships with colleagues and leadership. </li></ul><ul><li>Champion IOA Values: Demonstrate integrity and leadership. </li></ul>  Ideal Candidate Qualifications: <ul><li>3+ years of industry experience</li></ul><ul><li>Thorough knowledge of insurance brokerage and client needs </li></ul><ul><li>Required active licensing </li></ul><ul><li>Strong analytical, problem-solving, and decision-making skills </li></ul><ul><li>Exceptional customer service, communications. multitasking, and organizational skills </li></ul><ul><li>Proficiency in MS Office (Outlook, Word, Excel) </li></ul><ul><li>High School Diploma (or equivalent) </li></ul>  What We Offer: <ul><li>Competitive salaries and bonus potential </li></ul><ul><li>Company-paid health insurance </li></ul><ul><li>Paid holidays, vacations, and sick time </li></ul><ul><li>401K with employer match </li></ul><ul><li>Employee stock plan participation </li></ul><ul><li>Professional growth and career progression opportunities </li></ul><ul><li>Respectful culture and work/family life balance </li></ul><ul><li>Community service commitment </li></ul><ul><li>Supportive teammates and a rewarding work environment </li></ul>  What to Expect (Application Process): <ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s) </li></ul>Salary RangeThe expected pay range for this position is $20.67 to $24.00 per hour, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Hybrid Real Estate and Mortgage Consultant Satori Mortgage

Account Associate - Shared Services Insurance Office of America

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