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Mortgage Pre-Approval Advisor (SDR)

TomoNew York, New York, United StatesOnsite
This job is no longer open

About Tomo


Tomo’s mission is not just to make homebuying joyful, or to make homebuying easy, or to make homebuying fast.  Tomo’s mission is to advantage the homebuyer.  Everyone else is in line ready to take their cut from a homebuyer - and all too often that cut is not deserved. We are by their side trying to give them a leg up, trying to give them information others don’t have, give them advice others don’t have, give them a lower cost that others don’t have - all that they can use to achieve better outcomes than they’d be able to otherwise.Do you love solving problems? Are you motivated to provide customers with a once-in-a-lifetime experience? Does using technology to transform the everyday get you fired up? Tomo is on a mission to transform the homebuying experience, and we need some GOATs to get us there! As a Sales Development Representative at Tomo, you will work as part of our front line team to engage, educate, and provide guidance to new customers who are learning about our mortgage offerings.

Our Sales Development Representatives are the first point of contact with future homebuyers! You are primarily focused on introducing our unique Tomo experience to homebuyers.  You are a competitor who thrives in a team oriented, collaborative environment.  You embrace a fast pace, change, and challenge.This role will require working some non-traditional hours (i.e. weekends and evenings). 

The things you’ll be doing…


  • Be the FIRST Tomo contact to our customers
  • Provide a world-class customer experience as a part of helping customers choose the Tomo Mortgage
  • Engage with customers via text, email, phone and live chat
  • Educate customers about Tomo, our offerings, and the pre-application process, establishing trust
  • Collaborate with Loan Officers to connect with customers to answer questions that require a license, i.e., questions about product, rate, and eligibility, and ensure that customer needs are met by these conversations
  • Contribute to continuous improvement of the current processes and show the ability to identify patterns and processes that may improve downstream business practices
  • Adapt to and embrace process and policy changes as we learn more about our customers, their needs, and how to drive an industry-changing customer experience in mortgage
  • Leverage tech stack including phone system, CRM, and marketing tools to engage with customers and keep an organized pipeline

The things you're exceptional At…


  • Communication - written, slack, email, phone, text - you name it, you can “speak” it! 
  • Expert at building rapport quickly and addressing/overcoming client concerns
  • Analyzing data and perceiving problems or patterns
  • Excellent command of English grammar, usage, and spelling
  • Remaining positive in a fast-paced, dynamic and rapidly growing organization 
  • Learning to grow with a healthy interest in advancing your career in Sales
  • Competitive, hard-working, and seeking to proactively make a difference
  • Coachable, hungry to learn and continuously improve
  • 1-2+ years of sales experience 

You may also have the extras…


  • Experience in financial services or technology
  • Bachelor’s degree
  • Spanish language fluency (Optional)

Tomo believes in compensation transparency. OTE for this role will be ~$67,000.

This job is no longer open

Life at Tomo

Tomo is a fintech startup that improves the homebuying experience. Tomo will provide what we want and deserve: the efficiency of a tech-enabled real estate transaction and the intimacy of having a team of elite professionals on our side. Tomo was created by Greg Schwartz and Carey Armstrong and in October 2020 announced a $40 million seed round. Tomo's team is dedicated to the philosophy of Omotenashi -- anticipating the customer's needs and meeting them before the customer is even aware they exist.
Thrive Here & What We Value1. Advantage the homebuyer2. Compensation Transparency3. Hybrid + remote workforce model4. Best in class teammate experience5. Diversity and inclusion commitment6. Proactive business process support7. WorldClass Customer Experience8. Continuous Improvement9. Embracing Process and Policy Changes10. Lower cost for homebuyers
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